Retail Sales Leader

Hancock Whitney BankLafayette, LA
5d

About The Position

The Retail Sales Leader coaches, directs, and motivates the front-line team for a geographical area within a region to achieve agreed upon sales and service targets.

Requirements

  • Bachelor’s Degree desired – equivalent experience is acceptable
  • Minimum 8-10 years Branch/Retail experience required.
  • Minimum 5 years of sales experience in Retail/Branch Banking with a minimum 5 years managing teams.
  • Financial statements, financial analysis, and business strategies.
  • Planning, administration and overall direction of staff.
  • Excellent communication and client service skills
  • Ability to manage time and competing priorities in a retail environment
  • Strong interpersonal skills with the ability to interact with all levels of an organization
  • Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives
  • High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term
  • Ability to understand and interpret a P&L and financial statements
  • Ability to plan and manage staffing to meet changing Branch and client needs
  • Adaptability, flexibility and ability to work branch hours, including weekends and some evenings
  • Ability to travel if required to perform the essential job functions
  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to lift/move/carry approximately 30 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Responsibilities

  • Organize, develop, train, and coach front-line sales team to ensure they are motivated and trained to meet all sales and service targets.
  • Weekly monitor performance to plan using the sales management process as outlined by Retail LOB. Activities include but not limited to: Weekly Impact Calls Call Labs to assist with outbound calling skills Weekly loan pipeline call with bankers Weekly investment calls with bankers and FAs Review needs assessments to ensure needs-based selling Review 2X2X2 process at each branch to ensure successful on-boarding and Hancock Hospitality guidelines are in place Accompany front line bankers on business development appointments
  • Monitor the sales performance of competitors in local market to ensure bank remains in a competitive position.
  • Work with business partners such as Wealth, Wholesale, Investment, Mortgage and Small Business to ensure assigned referral and sales targets are achieved
  • Monitor CSP results and comments to ensure a consistent superior customer experience delivered within market area.
  • Model leadership effectiveness by sharing best practices and recognition of team members on a weekly basis.
  • Hold self and team accountable for execution of the sales and service process as outlined by Retail LOB to ensure sales and service objectives are achieved.
  • Participate in local community events to foster brand awareness and service to our markets in which we operate.
  • Adhere to quarterly/annual expense budget in controllable line items such as FTE, salary dollar, controllable losses, and other controllable expense line items as outlined by Retail LOB.
  • Reinforce our vision, mission, and strategy through words and actions to support Hancock Holding Company’s business goals.
  • Hold and document monthly coaching performance discussions with direct reports covering sales, service, and operations.
  • Hold self and team accountable for demonstrating high ethical standards in accordance with Hancock Holding Company’s core values
  • Other duties and special projects as assigned by Senior Management
  • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
  • Manages employees in the Retail Department; is responsible for the overall direction, coordination and evaluation of this unit.
  • Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.
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