Sales Manager I

BANK INDEPENDENT•Russellville, AL

About The Position

The Sales Manager I is an energetic, accountable, knowledgeable servant leader who builds relationships and promotes sales growth. The role develops team members and provides leadership aligned with the bank’s vision, mission, and values. The Sales Manager I holds the team accountable for delivering an exceptional customer experience, achieving sales growth, and following sales office policies and procedures. The position fosters long-lasting, profitable customer relationships and contributes to the bank’s Strategic Plan. The role leads customer relationship development and sales activity, coaches and develops team members, supervises day-to-day sales office operations, supports Sales Officers, and ensures compliance with regulatory requirements and bank policies. The position generally manages an office operating from 8 a.m. to 5 p.m. and requires flexible hours, including some rotating Saturdays. Employees may also be assigned other duties, and management may change the job description as needed.

Requirements

Previous team leadership experience is required.
Ability to coach, mentor, develop, and manage team members.
Ability to develop a thorough understanding of bank policies, procedures, and guidelines.
Ability to develop knowledge of the bank’s products, services, and processes.
Ability to accomplish multiple objectives in a fast-paced environment.
Ability to learn bank-specific software and basic office equipment and willingness to embrace technology.
Ability to develop consumer and commercial relationships and cross-sell products and services to meet customer needs.
Excellent communication, teamwork, and customer service skills.
Strong organizational, decision-making, time-management, and presentation skills.
Working knowledge of Microsoft Office applications, including Word, Excel, Outlook, and TEAMS.
Ability to work flexible hours, including some rotating Saturdays.

Nice To Haves

Undergraduate degree or equivalent experience in the financial services industry or a related field preferred.
BIU completion preferred.
Two years of direct sales and service experience preferred.
Teller and Relationship Banker experience preferred.

Responsibilities

Lead the team in delivering an exceptional customer experience and managing all aspects of customer relationships.
Identify and act on cross-selling opportunities; resolve customer sales and service complaints.
Partner with the Sales Office team, Sales Officers, and Area Sales Leader to meet sales, service, deposit, loan, and referral goals.
Forecast and develop sales and service objectives, analyze business results, and create action plans to achieve goals.
Coach, mentor, and develop team members, including conducting one-on-one meetings and supporting Individual Development Plans.
Consult with the Area Sales Leader, Team Member Care, and Human Resources regarding staff promotions, transfers, hiring, performance correction, and termination decisions.
Schedule cross-training and lead team meetings to communicate policies, procedures, products, services, goals, attainments, and other information.
Promote open, honest communication and implement feedback gathered from team member surveys.
Manage controllable expenses and the EIM process, supervise day-to-day sales office operations, and ensure adherence to policies and procedures.
Collaborate with the Head Teller to ensure policies and procedures are followed.
Review safe deposit box contracts and ensure records are accurate.
Open and service deposit accounts; answer inquiries and resolve issues; accept stop payments; order checks and deposit slips; complete onboarding and follow-up; process wire transfer requests; assist with cash-item collection; and complete Synapsys events.
Approve overdraft privileges for consumer and commercial accounts according to bank guidelines.
Ensure the facility meets visual standards.
Collaborate with Sales Officers to remotely support loan flow and provide an exceptional customer experience; assist Sales Officers as needed.
Ensure regulatory requirements, bank policies, and procedures are followed when servicing customer accounts.
Resolve deposit, safe deposit box, and loan technical ticklers or exceptions in a timely manner.
Follow security requirements and complete required training assignments on time.
Perform other duties as assigned by management.