Union Savings Bank - CT · 1 month ago
AVP Branch Manager - Marble Dale
Marble Dale, Connecticut, United States
Full-time
Onsite
Senior LevelUnion Savings Bank - CT is seeking an AVP Branch Manager for their Marble Dale location. The role involves achieving sales goals while managing a full-service branch office, coaching team members, and ensuring customer service excellence.
Banking
Responsibilities
In conjunction with Management, establish sales goals and objectives for branch
Coach team members to proficiency in all aspects of the USB sales & service process
Demonstrate a sense of urgency with achieving branch deposit, loan, investment, cross sell goals through individual production and by providing feedback and coaching to the team on sales & service results
Hold team members accountable for sales, service and operational excellence
Maintain a working knowledge of all USB products and services sold directly in the branch and consistently educate and reinforce USB products and services with staff
Keep current on products/services available from other business lines to aid in cross selling efforts
Model USB sales & service process and promote usage of all USB sales & service tools, job aids and playbooks
Conduct and manage business development effort within territory along with assigned BBO as directed by Sales Manager
Develop relationships with area businesses, Realtors and other professionals
Accompany commercial lenders and other business partners on business development calls
Refer sales opportunities to other departments or Bank affiliates in support of established objectives
Actively source and facilitate Bank at Work opportunities
Promote and/or sell SBLI products (maintain license if applicable)
Coach team members to bring to life all aspects of the USB Customer Service Commitment Charter and the USB brand
Lead by example to create a positive branch environment that is friendly and welcoming
Ensure staff's follows USB Quality Service Standards (adhere and ensure that employees follow the "it takes two to say no")
Responsible for the branches achieving positive “customer service shops” (95% or higher) and positive customer service surveys
Accountable for successful retention of customers
Handle transactions accurately and efficiently, respecting the customer’s time
Serve as a resource to branch team members resolving customer service issues to ensure satisfactory results
Elevate to higher management level when appropriate
Respond to customer complaints/concerns within 2 business days and look to resolve issues promptly
Set clear expectations for clients and ensure follow-up is taking place
Maintain the highest levels of confidentiality and privacy of customer information
Participate in community service groups/activities
Promote and participate in lobby engagement
Prepare and oversee branch budget reports
Achieve branch revenue and profitability goals
Review profit center accounting reports
Minimize employee overtime
Maintain the safety and soundness of the branch
Review branch compliance reports and audit reports; minimize and correct variances and exceptions; (coordinate when necessary with the Training Dept. to provide support and training)
Monitor and manage branch RCI, teller difference activity, over drafts, charge offs and RIM
Comply with all S.A.F.E. Act regulations including keeping registration information (including but not limited to name, home address and work address) up to date and status as active
Provide N.M.L.S. registration number to consumers upon request and in all written communications in accordance with law, specifically on e-mail signatures and business cards
Comply with all requirements of the Fair Lending regulations
Comply with UDAAP (Unfair, Deceptive Abusive Acts or Practices) regulations
Develop and retain high performing team members through leading, coaching and managing all aspects of sales, service
Provide timely and meaningful coaching feedback
Motivate personnel and promote workplace enthusiasm by providing a positive work environment; provide opportunities for professional growth through education/training; provide the tools/skills (cross train) necessary for employee growth at USB
Minimize employee turnover due to job dissatisfaction
Ensure all team members are dressed professionally
Efficiently manage staffing schedules to ensure a quality customer experience
Manage HR processes for direct reports (performance/incentive/introductory period reviews, recruitment, career development, training, interviews, disciplinary/corrective actions, etc.)
Qualification
Required
Achieving sales goals and managing a full service branch office
Establishing sales goals and objectives for the branch
Coaching team members to proficiency in all aspects of the USB sales & service process
Demonstrating a sense of urgency with achieving branch deposit, loan, investment, cross sell goals
Holding team members accountable for sales, service and operational excellence
Maintaining a working knowledge of all USB products and services sold directly in the branch
Keeping current on products/services available from other business lines
Modeling USB sales & service process and promoting usage of all USB sales & service tools
Conducting and managing business development efforts within territory
Developing relationships with area businesses, Realtors and other professionals
Accompanying commercial lenders and other business partners on business development calls
Actively sourcing and facilitating Bank at Work opportunities
Promoting and/or selling SBLI products
Coaching team members to bring to life all aspects of the USB Customer Service Commitment Charter
Leading by example to create a positive branch environment
Ensuring staff follows USB Quality Service Standards
Being responsible for the branches achieving positive customer service shops and surveys
Accountable for successful retention of customers
Handling transactions accurately and efficiently
Serving as a resource to branch team members resolving customer service issues
Responding to customer complaints/concerns within 2 business days
Setting clear expectations for clients and ensuring follow-up
Maintaining the highest levels of confidentiality and privacy of customer information
Participating in community service groups/activities
Preparing and overseeing branch budget reports
Achieving branch revenue and profitability goals
Reviewing profit center accounting reports
Minimizing employee overtime
Maintaining the safety and soundness of the branch
Reviewing branch compliance reports and audit reports
Monitoring and managing branch RCI, teller difference activity, over drafts, charge offs and RIM
Complying with all S.A.F.E. Act regulations
Providing N.M.L.S. registration number to consumers upon request
Complying with all requirements of the Fair Lending regulations
Complying with UDAAP regulations
Developing and retaining high performing team members
Providing timely and meaningful coaching feedback
Motivating personnel and promoting workplace enthusiasm
Minimizing employee turnover due to job dissatisfaction
Ensuring all team members are dressed professionally
Efficiently managing staffing schedules
Managing HR processes for direct reports
Company
Union Savings Bank - CT
Union Savings Bank, established in 1866, is a $3.0 billion mutual bank dedicated to providing excellent service to its customers and communities.
Founded in 1866
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Paul Bruce
Executive Vice President & Chief Financial Officer
Keith Wirtz, CFA
Vice President & CIO
Recent News
HamletHub
2024-05-04
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