Retail Sales Manager Job Description
This Branch Manager opportunity will be responsible for managing the functions of a full service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size is normally under $25,000,000. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee ie, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring themunication and adherence with all Bank best practices, policies, procedures, and regulations.
RESPONSIBILITIES:
Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships
Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls
Achieves sales performance goals and objectives relating to, deposit growth, investment and fee ie, and cost control
Reinforces sales skills to effectively uncover customer needs and rmend appropriate Bank products and services.
Manages and coaches the branch sales team to effectively provide financial solutions to customers
Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department
Has knowledge of andplies with Bank security and operating policies and procedures, as well aspliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures;
Ensures that dual control is in place for all vaults/safes containing cash/negotiables;
Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments
Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans
Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team;
Provides regular team meetings for branch personnel to convey information received in seminars, manager's meetings, conference calls and other sources
Refers customers to wealth management, brokerage andmercial representatives as appropriate
Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit
Manages overall responsibility for settlement of branch cash
Conducts audits and overseespletion of monthly and quarterly branch audits
Opens and closes branch office adhering to bank's security policy and procedures
Participates as a member of branch-local civic organizations to promote Bank name, products and services.
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours.
Qualifications
Bachelor's degree preferred or equivalent work experience
Minimum of two years in a management capacity required
Excellent verbal and writtenmunications skills in Spanish or additional language a plus.
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability toplete ongoing NMLS training and ensure SAFE Actpliance is required
Strong sales and service skills
Strong planning and organizational skills
Strongmunication, problem solving, and coaching skills.
Proficiency in Microsoft Office products
Demonstrated strong interpersonal skills
Demonstrated ability to be flexible and adaptable
Ability to travel to other branch locations as business needs arise
Flexibility on work schedule as business needs arise
KEYPETENCIES:
Accountability
Leadership Skills
Interpersonal Skills
Strategic Planning and Execution
Organization
Essential Functions:
Sitting for extended periods of time.
Ability to efficiently operate aputer keyboard, mouse and otherputerponents.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile and/or bus.
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.
At United, our strength is our people, and we aremitted to nurturing a culture that is reflective of themunities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Job ID 46704