Branch Manager leading branch activities in a community-focused financial institution. Responsible for sales goals, staff development, and client relationship management.
Responsibilities
This position leads the branch’s efforts to pro-actively meet the client’s financial needs through our sales process, focusing on a client centric, consultative sales approach
Will be responsible for employee and business development
Will be responsible for managing a sales pipeline, sales activities, achieving assigned goals and surpassing scorecard metrics both individually and as a branch
Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, compliance, consumer and business loan documents and procedure manuals
Will be responsible for the support and leadership of branch staff in servicing clients and building a book of business focused on steady growth and consistent profit improvement
Pro-actively meet the clients’ financial needs through our sales process
Utilize Salesforce for client and prospect interactions and sales activities
Make outside business calls to clients and prospects to acquire and retain business
Must be able to establish, maintain and grow, working relationships with partners
Will be responsible for managing and overseeing the day-to-day branch activities; developing, retaining and recruiting high quality staff; building on and maintaining world class service levels
Responsible for the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental action plans and disciplinary action, as applicable
Responsible of ensuring team compliance with established policies and procedures which includes Retail Branch Standards
Responsible for monitoring and working branch delinquency in conjunction with our collection group; teller error and outage control
Requirements
Bachelor’s Degree or equivalent experience in the financial services industry
1-3 years’ experience in a manager role preferred
Must be an energetic, enthusiastic team player
Demonstrated previous sales success as an individual and as a leader
Excellent communication, problem solving, customer service, cross selling and lending skills
Must possess strong leadership skills, great organizational skills and the ability to motivate and develop the branch team
Must be able to pass background and credit standards to hold NMLS credentials
Valid Driver’s license
Daily Reliable transportation
Ability to work individually and with others.
Must be able to travel (i.e. to Marietta Ohio Training Center) to attend internal education and meetings which in some circumstances could include overnight stay.
Travel also required to fill in at other branches as needed.
Benefits
401(k) retirement plan with an employer match
Employee stock purchase plan
Various education assistance programs such as student loan and tuition paydown/reimbursement
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