Job Description
Overview:
Responsible for assisting the Branch Manager in all aspects of sales and service, management, and audit and control for the assigned branch.
Responsibilities:
The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.
- Achieve deposit, loan, new consumer and business households leveraging our relationship based sales and service model.
- Leads and coaches team members to best in class internal and external customer service.
- Proactively seek to bring in external business via disciplined calling and sales efforts.
- Participate in the development and management of sales activities and processes for the branch.
- Be an ambassador of technology by utilizing the customer relationship management platform.
- Act as a product/services referral source for various bank departments including loans, trust and investments.
- Participate in development of ongoing marketing and business development activities within market area, coordinating with other business units as appropriate.
- Support branch management to oversee operations, administration, staffing, audits, compliance, and security.
- Lead inside sales and cross-selling initiatives for the branch; conduct coaching for the service and sales program; regularly conduct sales and team meetings.
- Follow and enforce all compliance and security procedures, including dual control, cash control, and branch opening and closing procedures.
- Perform other tasks as may be assigned by management.
Education and Experience
- High School diploma or equivalent required; Associates or Bachelor’s degree preferred
- Previous banking or relevant work history and supervisory experience preferred
Skills and Competencies
- Sales experience and/or demonstrated aptitude and desire to succeed at business development activities
- Thorough knowledge of Bank products and services
- Excellent customer service skills
- Demonstrated verbal and written communication skills
- Ability to interact well with Team members and customers
- Good Supervisory and coaching skills
- Strong attention to detail and accuracy
- Basic computer skills
- Ability to multi-task and remain organized
- Ability to achieve sales goals through relationship-based selling techniques
- NMLS required
- Ability to use sound judgment when making decisions on behalf of the Bank
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