Portfolio Manager managing multi - asset portfolios at SEB Asset Management focusing on asset allocation and collaboration with clients in Finland.
About the role
- Branch Manager overseeing all branch activities at Farmers and Merchants Bank. Responsible for operations, customer service, sales, and achieving profitability goals.
Responsibilities
- Manages and oversees all branch activities, including branch operations, customer service, sales, and regulatory compliance.
- Responsible for achieving sales, budget, and profitability goals.
- Ensures that the customer experience is consistent with the Bank’s values and objectives, using available resources and technologies to optimize the customer experience.
- Develops, implements, and oversees an annual branch marketing/action plan to include specific goals and strategies to maximize revenue.
- Proactively leads, mentors, and coaches employees to identify opportunities for cross-sell, retention of accounts, and the acquisition of new deposit relationships.
- Participates in the needs-based selling of bank products and services.
- Ensures client retention and relationship expansion through branch cross selling activities.
- Manages the branch customer portfolio for optimum performance.
- Participates in events that demonstrate support for the community and increases business opportunities for the Bank.
- Trains and coaches employees in the area of client service, sales, regulatory requirements, bank products, and bank policies and procedures to ensure compliance with federal and state laws and regulations.
- Promotes employees through training, cross-training, coaching and career planning.
- Oversees and administers all human resources issues at the branch.
- Monitors compliance with bank safety rules and applicable safety and health standards established by federal, state, or local laws and regulations.
Requirements
- Bachelor’s Degree or equivalent work experience required
- Branch Managers should have a minimum of 3-5+ years’ experience managing branch employees and/or managing sales or operations of the branch.
- Preferred candidate must have 24 to 36 months of new account and sales experience.
- Ability to travel to various bank and/or client locations as needed
- Some Saturday hours may be required
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