Liberty Savings Bank · 1 month ago
Financial Center Sales & Relationship Manager
Sarasota,FL,US
Full-time
Onsite
Entry, Mid Level
1+ years expLiberty Savings Bank is seeking a Financial Center Sales & Relationship Manager to oversee the sales staff and ensure the financial center meets its sales goals. The role involves mentoring staff, providing exceptional customer service, and managing daily operations while also representing the center in the community.
BankingFinanceFinancial ServicesLending
Responsibilities
Manages financial center sales staff to meet/exceed financial center sales goals by mentoring/coaching the staff, using the ERB process to cross-sell additional products/services with a focus on Health Savings Accounts (HSA)
Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality and responding to customer questions/requests in a timely manner
Performs banking transactions and opens new accounts as needed
Knowledge of Health Savings Accounts
Proficient at identifying customer needs, recommending specific products and/or services
Expands customer relationships by making appropriate referrals, such as investments, small business loans, commercial loans, and mortgage loans
Conducts daily CI huddles with staff members
Mentors/develops staff by providing on-going sales coaching, regular feedback on performance, opportunities for development, writing reviews, making recommendations to reward performance exceeding standards and handling employee disciplinary issues in a professional, objective and impartial manner
Ensures staffing levels are adequate to meet needs by conducting interviews and hiring staff, complying with federal, state, and local employment laws and promoting equal employment opportunity efforts
Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and performing internal financial center audit functions
Increases financial center efficiency and staff knowledge by ensuring employees are properly trained in banking transactions, customer service and cross selling skills, proper telephone etiquette and company goals
Conducts presentations at manager meetings
Satisfactory Mystery Shops for the Manager and the Employees that are supervised
Represents the financial center in the local community by participating in civic and community events and activities
Assists Region Manager with the financial center budget process by providing suggestions when preparing the annual budget goals and controlling staff overtime and supply expense
Identifies loan opportunities and makes tele-consulting calls
Contributes to the team effort by working on special projects/reports, performing other job-related duties, and accomplishing related results
Able to perform all standards of the Financial Center, including profit contribution, fee income contribution, and increasing low cost of deposits- both consumer and commercial
Financial center consistently meets deposit, deposit mix, controls expenses, fee income, and referral goals and aggressively strives to achieve personal sales goals as evidenced by sales reports and tracking forms
Makes quality referrals for mortgage loans, small business loans, commercial loans, and investments as evidenced by sales reports
Demonstrates the ability to make results-oriented business sales calls as evidenced by management observation during joint calls and input into sales
Consistently coaches staff in office and holds CSR’s accountable for meeting personal sales goals – coaching forms are thorough and demonstrate follow through in monitoring employee performance
Thorough understanding of ERB process and ability to coach staff in quality results-oriented sales interviews
Employee performance reviews are thorough, accurate and submitted by due date
Receives favorable reports from support departments (Consumer, Operations, EFT, HR etc.) for own performance and performance of staff
Has minimal exceptions to and favorable comments on monthly Financial Center Control Checklists, semi-annual audits, and internal audit reviews
Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation and properly completed sales/service systems
Is actively involved in the community and finds ways to leverage those relationships into networking opportunities that result in new business as evidenced by sales reports
Ensures staff attends all mandatory training within timeline specified and additional training classes within reasonable timelines
Sets the standard for staff on professionalism, customer service, teamwork, attendance, and punctuality as evidenced by management observation
Qualification
Required
Associate's Degree in related field or equivalent business experience required
Minimum 18 months combination banking and sales experience required, to include retail banking and consumer lending
Ability to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations required
Demonstrates leadership/decision-making skills and the ability to motivate/lead staff is required
Strong communication skills and the ability to communicate with all types of individuals provide superior customer service and work well with others is required
Professional manner and a well-groomed business-like appearance required
Flexibility to participate in civic/community activities and work a flexible schedule based on financial center need is required
Computer skills and the ability to utilize industry-related software are required
Preferred
6 months with Liberty
Company
Liberty Savings Bank
Liberty Savings Bank offers all banking services like account, e-banking, loans, credit cards and insurance.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Powell
CEO
Andy Powell
Chief Financial Officer
Recent News
Fintech Finance
2024-03-22
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