About the position
Oversees the day-to-day sales and leadership of the branch. Responsible for the development of customer relationships through the offering of a full scope of Bank products/services. Responsible for meeting and exceeding branch sales goals. Responsible for full management of the branch in the absence of the Branch Manager. All branch staff report to the Assistant Branch Manager.
Responsibilities
- Review business plans and objectives with Branch Manager.
- Participate in the decision-making process within the branch.
- Partner with Branch Manager to meet branch goals and objectives.
- Oversee day-to-day sales activities in the branch and continually update Branch Manager on pending challenges.
- Recommend retail banking products and services to customers and prospects.
- Manage and service relationships and cross-sell all appropriate products and services.
- Provide a broad base of financial and credit services with the goal of acquiring 100% of the customer’s business.
- Make outbound sales calls, recommend appropriate products and services to current customers.
- Process loan applications and close loans.
- Coach, mentor, and train all staff members in sales and relationship development.
- Accountable for all branch sales and referral goals.
- Work jointly with Branch Manager to establish goals and hold staff accountable.
- Assist with the operational requirements of the branch.
- Establish close relationships and refer business to assigned partners including Mortgage, Investments, and Commercial Lenders.
- Conduct KPR and Annual Reviews for all Branch Staff.
- Take responsibility of clients’ challenges and opportunities, and effectively resolve them in a timely manner.
- Maintain customer confidentiality at all times.
- Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position.
- Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
- Be familiar with and comply with all federal and state banking regulations as applicable.
Requirements
- High School Diploma or equivalent required.
- Bachelor's Degree in business-related major or equivalent of two (2) years successful sales experience, preferably in financial services.
- Minimum of three (3) to five (4) years in banking or equivalent education.
- NMLS license.
