Peoples State Bank ยท 5 months ago
Branch Manager III
Peoples State Bank is a retail banking institution seeking a Branch Manager III. The role involves coaching and leading the branch team to achieve sales and service success while ensuring compliance with bank and regulatory policies, and delivering excellent customer service.
BankingFinancial ServicesInsurance
Responsibilities
Conduct weekly 1-1 coaching with team to ensure understanding of goals and hold accountable to achieving these goals
Build and maintain strong working relationship with partners in Wealth Management, Mortgage Lending and Commercial Banking. Identify and manage call referrals/joint calls within the bank for other bank-related services for cross selling opportunities
Selling bank products, services, and developing positive customer/bank relationships
Opening, maintaining and closing deposit accounts
Learning the consumer lending products and the loan process and applying this knowledge through the successful presentation and sale of loan products when appropriate
Processing overdraft and lines of credit applications
Responding to in-person and/or phone customer inquiries
Maintain education and professional expertise through attendance at job related seminars, conferences and workshops and involvement in professional civic and community groups in leadership positions
Ascertain appropriate staffing of personnel and duties to ensure all bank matters are handled in a timely and accurate manner
Participate directly in the implementation of the bank's marketing efforts
Directly supervises employees of retail branch staff. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring and training employees; planning, assigning, and directing work; appraising performance, rewarding and disciplining employees; addressing complaints and resolving problems
Identify and manage call referrals/joint calls within the bank for other bank-related services for cross selling opportunities
Qualification
Required
3+ years bank customer service and/or sales experience or equivalent education in bank new accounts procedures and policies
Formal or informal leadership/management of a team, demonstrating natural leadership tendencies and openness to ongoing coaching and development as a sales leader
Knowledge, skill and mental development equivalent to the completion of a high school education (in the field of general business), plus additional bank related courses, which includes specific courses in office practices, economics, marketing/sales (e.g., DECA, Junior Achievement), civics, and accounting/business math
Successful accomplishment of specified performance objectives as outlined for the incumbent by the department and/or bank management
Strong verbal communication skills as evidenced by the ability to interact both face-to-face and over the telephone with customers and co-workers
Demonstrated ability to use tact, diplomacy when dealing with customers and co-workers, and a 'professional' personal appearance at all times
Good math skills
Ability to manage multiple tasks simultaneously in a fast paced environment and assist at other locations as called for
Analytical (statistical), organizational, time management, and problem-solving ability
Good typing/word processing and written communication skills
Working knowledge of various word processing and spreadsheet software
Good proof reading and editing skills
Good knowledge of computer system utilized to process transactions
Ability to look at market segment and develop creative ideas and programs to develop available business
Thorough knowledge and understanding of regulatory and compliance issues related to the customer service and teller departments
Ability to apply this knowledge in day-to-day operations as well as disseminate such information to department staff in an appropriate manner
Familiarity with local financial marketplace (competitors, demographics, geography, industries, etc.)
Preferred
Prior sales experience, particularly in a financial services or retail setting
Benefits
Medical
Dental
Vision
401(k)
Life Insurance
Health Savings Account
Flexible Spending Account
Competitive Salary
Paid Time Off
Bank-wide Incentive Program
Birthday Day Off
Fresh Focus Day Off
Volunteer Paid Time Off
Paid Holidays
Company
Peoples State Bank
Peoples State Bank is a personal and business bank based in Wisconsin. It is a sub-organization of PSB Holdings.
Funding
Current Stage
Growth StageRecent News
Business Journals
2024-04-25
2023-04-24
GlobalFinTechSeries
2022-06-21
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