Sales & Service Leader - Valrico, FL

Lake Michigan Credit Union•Valrico, FL

6d•Onsite

About The Position

The Sales and Service Leader is responsible for leading member sales and service and the branch. Ensures compliance with regulatory guidelines and bank policies/procedures, mentors branch employees performance to promote a service and sales culture, and manages the daily interactions of staff with members. Recognizes and meets member needs by proactively selling and cross-selling appropriate products and services to new and existing clients. Supports the efforts and goals of the banking center.

Requirements

A minimum of one year up to three years of similar or related experience.
Experience in having served in an assistant branch manager capacity or related role required.

Nice To Haves

Previous experience in sales, member service, and operations strongly preferred.
Demonstrated understanding of retail banking operations and financial products and services.

Responsibilities

Conduct on the job training of, and continuing supervision of, Relationship Bankers.
Ensure excellent Client Advocacy service on a daily basis. This includes client interactions with staff, quality of work processed to ensure client satisfaction, and scheduling for sufficient coverage necessary to handle client activity.
Monitor, coach, and encourage sales and referrals by staff.
Train staff on products and services of the bank.
Monitor associate activities, assist with problems, and take action to ensure work standards and schedules are maintained.
Ensure that the staff is trained on all bank security procedures and is strictly adhering to those procedures at all times.
Ensure that all monthly and quarterly audits are conducted and that all audit procedures and policies are followed in the banking center.
Perform supervision of office staff in the absence of the Market Leader.
Fill in for absent staff members as needed.
Promote positive bank image within the community which may include representing the bank in local organizations and events.
Ensure maintenance and repair of office facilities and/or equipment as needed.