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Peoples Bank · 5 months ago

Assistant Manager - Retail Office

Tollesboro, KY, US

Full-time

Onsite

Entry, Mid Level

1+ years exp

Peoples Bank is a community bank dedicated to improving local communities and providing exceptional banking services. The Assistant Manager will assist the Branch Manager in overseeing daily operations and ensuring staff effectively meets customer financial needs through a consultative sales approach.

BankingFinanceFinancial Services

Responsibilities

Assists with overseeing the day-to-day operations/activities/efforts of the branch personnel

Assist Branch Manager in finding and developing high quality staff

Will assist Branch Manager in ensuring branch associates remain effective, sound and engaged, both from an operations and sales perspective

Will assist in ensuring branch associates adhere to established policies and procedures which includes Retail Branch Standards

Leading by example through consistently achieve sales results and coaching the PEBO way

Maintain a position of trust and responsibility by keeping all client’s business confidential

Must be able to establish, maintain, and grow working relationships with partners

Continue building on and maintaining world class service levels

Pro-actively meet the clients’ financial needs through our sales process

Will be responsible for managing a sales pipeline, achieving assigned goals and surpassing scorecard metrics

Capture client concerns and provide solutions, via self or utilizing with other bank personnel, successfully within stated timelines

Utilize Salesforce for client and prospect interactions and sales activities

Attract new relationships and retain and expand existing relationships

Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered

Respond to customer concerns with unfailing follow-up and fulfilling their needs and concerns

Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution

Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute loans, lines and deposit products

Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers

Make calls via phone or Teams to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the P1 system

Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals

Will research and offer solutions to resolve problems

Consistently completes required training for all bank and branch policies and procedures

Follow operational standards regarding security, risk management and compliance

Will perform special projects as assigned

Qualification

Sales managementCustomer serviceCoachingSalesforceConsumer lending knowledgeTrustworthy behaviorTeam playerCommunicationFlexibilitySelf-motivated

Required

High school diploma or GED and one to two years related experience and/or training

Prior job experience with extensive customer contact is required

Ability to provide coaching and feedback to team

Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner

Must be flexible team player with excellent oral and written communication, customer service and cross-selling skills

Must be able to pass background and credit standards to hold NMLS credentials

Trustworthy and confidential behavior is essential in this role

Knowledge and prior usage of computers and computer systems

Ability to work individually and with others

Must have ability to learn computer and mobile device application quickly

Must be able to travel (i.e. to Marietta Ohio Training Center) to attend internal education which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed

Valid Driver's license

Daily Reliable transportation

Team player