Job Description
Job Description
Key Result Areas
- Manage the achievement of the assigned branches' sales objectives
- Ensure quality customer service standards are attained
- Ensure compliance in strict accordance with federal, state, and bank policies.
- Coach Branch Managers in effective leadership development
Supervised By
SVP/Regional Retail Director
Supervises
Two or more branches
Responsibilities - may include, but are not limited to:
- Dependability as it relates to absenteeism and tardiness.
- Possess an excellent working knowledge of the core system, including but not limited to multi-faceted system navigation, procedures, and policies.
- Plan and organize the execution of sales and service activities that support corporate goals and objectives.
- Implement motivational sales programs; evaluate and monitor each program's effectiveness and make necessary adjustments.
- Coach and develop branch managers to ensure each staff member is adequately trained to service and update customers on new products and procedures.
- Motivate staff to work as an effective sales team to reach their full potential.
- Ensure activities within assigned functional areas of responsibility to comply with State and Federal regulations.
- Work with Branch Managers to create action plans which facilitate reaching assigned goals
- Provide support for the continuing development of subordinate managers and staff
- Develop sales plans and annual branch budgets in direct support of corporate goals and objectives.
- Monitor and operate within the approved budget.
- Manage appropriate staffing levels, conduct interviews, and make hiring recommendations.
- Conduct performance appraisals and salary reviews of direct reports.
- Keep abreast of developments in technology, management, sales, and sales delivery methods
- Participate in business calls and community activities to develop new business relationships and retain/expand existing relationships and promote the Bank's image.
- Identify ways to involve partners from across the Bank's departments to meet customer needs.
- Perform other duties essential to the operation of the branch
Education and Experience
Bachelor's degree in Finance preferred. Five to seven years of management and customer service experience or an equivalent combination of education and experience.
Equipment and Software
Ability to operate a personal computer, teller terminal, calculator, telephone, fax machine, photocopier, various printers, currently used Bank hardware and software
Physical Qualifications
- frequently work or visit one or more buildings of the Bank, sometimes calling on customers/prospects, requiring movement outside Bank buildings.
- ability to extend one’s arm(s) in any direction
- ability to sit or stand in an erect position
- ability to manipulate small objects precisely by whatever means
- ability to express or exchange ideas employing the spoken word, both speaking and hearing.
- ability to be subject to substantial repetitive motions of the body or its parts
- ability to lift up to 20 pounds occasionally and a negligible amount of lifting frequently or constantly to move objects
Other Qualifications
- Knowledge of Bank compliance programs, Bank Secrecy Act, Regulations D, DD, E, CC, O, Right to Financial Policy, Community Reinvestment Act, Equal Credit Opportunity Act, Bank products and services, Bank personnel policies, and Standards of Business Conduct Policy.
- Ability to compute rate, ratio, discount, interest, profit and loss, commission, and percentages, and apply basic arithmetic and mathematics to help resolve problem-solving situations.
- Ability to deal with people beyond giving and receiving instructions, such as in a team, supervisory, marketing, or counseling setting.
- Ability to influence people in their opinions, attitudes, or judgments about ideas or things; to motivate, convince, or negotiate
- Ability to perform under stress when confronted with emergency, critical, or unusual situations
- Ability to accept responsibility for the leadership, direction, control, planning, organizing, directing, supervising, formulating of practices, or making final decisions
- Ability to perform a variety of duties, often changing from one task to another of a different nature without loss of efficiency or composure
- Ability to exchange information with others clearly and concisely, to present ideas, facts, and technical information
- Ability to identify task requirements and monitor progress toward accomplishment
- Ability to maintain relationships that facilitate task accomplishment; to cooperate and resolve conflicts; to recognize needs and be sensitive to others
- Ability to receive guidance and supervision; follow work rules work procedures, meet deadlines, punctuality, attendance standards, etc.
- Ability to systematically identify and define problems, evaluate alternatives, and implement cost-effective solutions
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Consider this description the foundation of your job, not its boundaries. Expect to participate in training sessions and activities not described here, which enhance customer service quality.
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