Job Description
Overview:
The Small Business Sales Manager is responsible for leading a team of Small Business Relationship Managers at Johnson Financial Group. This individual works closely with the Director of Consumer, Private and Small Business Banking to set the overall strategic direction of this line of business. Collaborates with key business leaders across other lines of businesses to delight our clients, elevate the associate experience and deliver optimal performance in Banking, Wealth and Insurance. Responsible for establishing financial, sales and service delivery performance goals and objectives, and monitors results on an ongoing basis. Spends time actively coaching and developing the team of SBRMs to ensure they are successful in their role and reaching their potential. Plays a key role in establishing and maintaining the appropriate products & services for the small business client segment. Works closely with other business functions to implement and manage policies & procedures, appropriate levels of controls and managing a strong operation that drives efficiency and meets regulatory compliance.
KEY RESPONSIBILITIES
Position Specific Responsibilities
- Provide leadership, management, support, coaching and guidance to a team of SBRMs across the state of Wisconsin
- Manage performance of individual team members, holding all SBRMs accountable for achieving business priorities with a focus on client experience and risk management
- Manage the line of business’ revenue and overall profitability
- Coach team on all aspects of managing a portfolio of assigned Small Business clients, including prospecting, profiling, offering advice and managing relationships
- Collaborates with Specialists from other lines of businesses – Consumer Banking, Private Banking, Treasury Management, Commercial, Wealth, Insurance, Mortgage – to ensure we are meeting the client’s short & longer term financial needs
- Responsible for actively recruiting and maintaining a pipeline of diverse candidates
- Determine sales goals and targets for the line of business and for each SBRM
- Implement sales management techniques and processes
- Creates an inclusive environment and actively gets involved in the community
Job Requirements
- Bachelor’s Degree preferred; relevant work experience will be considered in lieu of degree.
- 10+ years in a relationship sales role in financial services or small business banking, successfully leading sales efforts of other sales staff.
- Proven progressive management experience in a financial institution.
- Must demonstrate creative problem-solving skills and possess the ability to lead at a senior management level, build consensus, and motivate staff and partner closely with other Leaders to achieve a high level of performance.
- Strong knowledge of deposit and cash management products and services
- Accountability for assessing, developing, and coaching direct reports in behaviors and skills necessary to support long-term business goals.
- Demonstration of solid credit skills.
- Proven ability to exceed goals.
- Ability to lead and mentor staff to exceed goals and grow in their career
- Strong communication, problem solving and decision-making skills.
- Demonstrated effectiveness in managing operational requirements.
- Proven ability to manage multiple locations in various geographies
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
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