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Firstrust Bank · 1 month ago

Branch Sales Manager

Lehigh County, PA

Full-time

Onsite

Senior Level

5+ years exp

Firstrust Bank is seeking a Branch Sales Manager to oversee branch operations and drive business development. The role involves managing a team, ensuring exceptional customer service, and achieving sales goals while maintaining compliance with banking regulations.

BankingCommercialFinanceFinancial Services

Hiring Manager

Tricia Gasdik

Responsibilities

Responsible for the development of new business for Firstrust

Is alert to expressed customer/prospect needs to suggest appropriate business and consumer services

Actively sells and promotes bank products to potential and existing business and consumer customers

Possesses knowledge of corporate products and services to suggest products

Uses time to develop business with existing customers, COIs and prospects

Obtains new loans/deposits through the development and implementation of an internal/external calling program

Requires a desire to learn and understand the business customers’ needs and recommend solutions to meet those needs

Primary responsibility to attain small business loans, deposit goals and other sales goals as dictated by branch Scorecard or other qualitative measures

Builds strong partnerships with Business Banking, Consumer Lending, and Commercial Lenders, Private banking, Mortgage Officers, and all other partners within Bank to meet/exceed our customer’s expectations

Budgets time to ensure ongoing sales activities, develops tactics to achieve results each month and is accountable for meeting these goals

Develops and implements a strategic plan and continuously monitors the branch performance with an Assistant Manager or other senior level team member as it relates to all goals

Monitors loan, deposit, new account, referral and balance sheet goals and production to achieve consistent scorecard results

Also, monitors fee income, fee waivers and rebates, income & expense goals and results

Evaluates and submits branch approval requests for fee rebates outside of the branch’s authority level limits

Embraces technology and Sales Force (Customer Relationship Management system) to manage all branch leads and opportunities for themselves and their team

Ensures branch operates in accordance with all Bank audit and security policies and procedures and ensures branch compliance of all federal regulatory guidelines

Achieves audit goals

Manages the professional development plan for all branch team members including specific training related to product knowledge, sales, customer service, compliance, operations and/or technical training

This includes attendance at required meetings by job family, Operations review classes and/or sales debrief calls

Writes and delivers annual performance reviews, and performance improvement plans/warnings as needed

Approves time off, branch schedules and timesheets for optimum customer service

Interviews candidates for open positions

Oversees the monitoring of teller shorts/overs, new account exceptions, loan exceptions and branch overall cash levels

Manages all aspects of Branch appearance including facilities, signage, and employee attire in accordance with the Firstrust appearance policy

Holds self and others accountable

Demonstrates the behaviors consistent with Firstrust Mission and Values

Leading a welcoming atmosphere that reflects our commitment to exceptional service specifically embracing and demonstrating MAGIC of customer service strategies

Demonstrates teamwork through flexibility and maintains effective communication with other departments to achieve Community Banking objectives and goals

Partners with all areas of the Bank to provide seamless service to our customers

Develops, implements, and monitors the branch’s performance as it relates to all goals

Develops tactics to ensure the branch is meeting its goals

Makes decisions/recommendations related to hiring, continued employment and staff development to ensure branch success

Monitors staff performance and implements and monitors improvement plans, as necessary

Expected to execute on any additional deliverables within clearly communicated deadlines specific to Community Banking

Also, managing the attendance of self and team members to required meetings and training classes

Accountable to achieve goals and develop ongoing tactics to achieve these results

Continuously seeks and implements ways to improve the overall team performance

Makes all branch decisions within authority level or follows outlined procedure for escalation to obtain proper approval following Firstrust’s authority matrix

Team champion for all sales, service and Firstrust strategic initiatives

Communicates to staff on new policies and procedures and ensures compliance

Effectively communicates and implements bank’s overall mission/vision

Achieve business loan and deposit goals and other scorecard goals by making calls, networking, and building a necessary pipeline to achieve goals

Drives the consumer loan production through daily calling, daily pipeline management and daily customer profiling

Will coach branch employees on consultative sales by real time coaching observations

Provides guidance and direction to all staff members and ensures their development through one-on-ones, coaching, counseling, and training

Takes an active role in the development of the personnel and is always striving to improve their performance

Encourages and supports the training and development of the team in both retail and business product and services

Develops tactics to meet monthly sales/service goals along with profitability targets

The manager will communicate clearly and explicitly the employees’ daily, weekly, and monthly goals

Schedule appointments, manage pipelines, actively participate in outside networking opportunities that lead to business generation, attends Business Banking Meetings as well as other meetings as required

Branch Manager will always set a positive example in all areas of leadership

Responsible for ensuring the staff knows and complies with all audits, security and compliance policies and procedures