Branch Sales Manager jobs in United States
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CB&S Bank · 1 month ago

Branch Sales Manager

CB&S Bank is seeking a Branch Sales Manager to oversee all operational and sales activities of the branch. The role involves generating new business, supervising branch personnel, managing the branch loan portfolio, and ensuring compliance with bank policies.

BankingFinancial Services

Responsibilities

Generates new business by conducting business development calls on existing customers and prospective customers in order to meet or exceed established sales goals
Supervises all branch personnel. Responsible for supervising, training, directing and coaching branch personnel with regards to all sales and operational activities. Conducts annual and quarterly reviews
Maintains an active role in community and civic affairs
Maintains control and usage of the medallion stamp
Serves as chairperson for local board meetings; responsible for outlining the agenda along with various other board reports
Establishes and manages the branch loan portfolio
Interviews loan applicants, analyzes financial information and makes appropriate loan decisions
Identifies non-conforming credits which need additional approval or assistance
Presents loan requests above lending authority to loan committee for approval
Prepares loan documents, clearing any exceptions and construction inspections
Resolves customer complaints
Abides by specified lending authority as dictated by the loan policy and procedures
Manages the branch budget while maximizing profits and minimizing expenses
Processes daily EIM items (pay/return decisions) within established authority limits
Reviews and authorizes staff schedules including approving overtime and paid leave
Reviews and approves accounts payable items (invoices); forwards to the Accounting Department for processing
Implements the Branch Security Plan and trains staff, including but not limited to the opening/closing procedures and monitoring the branch's security system
Insures the accurate processing and/or reporting of the following:
Garnishments, tax levies, subpoenas, etc
Cash items
Proof corrections
Cash counts
CIP verifications
Counterfeit Currency Report
Mail (USPS, UPS, interoffice, mail deposits, hold mail, etc.)
Night deposit logs, agreements, business resolutions
Safe deposit boxes (audit, bank use boxes, verification of documents, etc.)
Collateral boxes and holds for notes secured by deposit accounts
Balancing and reporting of the negotiable instruments
Branch certification of internal controls
Works with Branch Operations Administration to complete all quarterly and annual operational training including the disaster recovery plan/business continuity plan and the implementation of such plans
Resolves customer complaints within the branch
Conducts branch audit and clears any exceptions under the guidance of Branch Operations Administration. Trains and cross-trains personnel in order to avoid any future exceptions
Ensures branch personnel are in compliance with all policies and procedures
Approves requisitions for purchasing of supplies for the branch
Monitors and maintains property management by coordinating with the Facilities department regarding upkeep and needed repairs
Performs all other duties as assigned by supervisor

Qualification

Retail banking experienceConsumer lending experienceCommercial lending experienceSupervisory experienceFinancial analysisLeadership skillsOrganizational skillsVerbal communicationWritten communication

Required

Two to three years of retail banking, consumer and commercial lending experience
Minimum of one to two years supervisory experience
Strong personal leadership skills, organizational skills and excellent verbal and written communication skills
Ability to analyze and summarize complex financial information and present recommendations for appropriate courses of action

Preferred

Bachelor degree from an accredited college with a concentration in accounting/finance preferred, or equivalent related experience

Company

CB&S Bank

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CB&S Bank is a community bank provides personal and business banking solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Mike Ross
President and Chief Executive Officer
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Jeff Daniel
Chief Community Banking Officer
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