PeoplesBank · 18 hours ago
Banking Center Manager - South Windsor, CT
PeoplesBank is the largest mutually chartered bank in Western Mass and Northern Connecticut, known for its green values and community engagement. The Banking Center Manager will oversee the operations of the banking center, focusing on increasing market share and profitability through business development and community engagement while managing staff and service delivery.
BankingFinancial ServicesInsuranceVenture Capital
Responsibilities
Responsible for business development, sales management and community engagement activities to support market share growth and achievement of assigned banking center goals. Consistently meets and exceeds established banking center sales, service and retention goals as defined by Retail Growth and Administration strategies
Develops, implements and manages a detailed Business Plan including strategies and tactics to gain market share and achieve sales and service goals. Maintains business acumen Including understanding of business growth stages, forms of business organization, cash flow and the review of financial statements
Manages all aspects of sales, service and branch operations within budget objectives and according to department standards, bank policies and procedures in order to maximize branch potential and exceed goals
Monitors and ensures that compliance, security, and risk controls are adhered to according to established policies and procedures
Represents PeoplesBank in a professional manner. Communicates effectively verbally and in writing. Promotes goodwill and generates new business by engaging with customers, businesses, centers of influence and community and civic organizations
Directly manages the Banking Center Assistant Manager. Provides guidance, coaching and performance evaluations to achieve operational excellence, exceptional sales and service delivery and increased associate development and engagement
Uses comprehensive knowledge of all bank products and services to evaluate customer needs and make appropriate recommendations to ensure customer satisfaction and a positive experience. Identifies opportunities for relationship retention and growth, including digital services, product options, and alternative programs
Recognizes relationship deepening opportunities and refers customers to internal and external business partners including but not limited to Peoples Wealth Advisory Representatives, Mortgage Consultants, Business Banking/Cash Management Officers, Commercial Lending, Payroll Services and Merchant Services as appropriate
Interviews, selects and maintains a capable and diverse workforce. Ensures appropriate training, coaching, and development to create associate engagement, retention and bench strength. Evaluates associate performance and approves performance reviews and performance actions
Manages team performance through motivation, monitoring and coaching. Responsible for the individual coaching of the Banking Center Assistant Manager to support achievement of assigned banking center goals. Conducts and documents skills drills and observations, and provides feedback using established coaching practices
Coaches and observes team to ensure an exceptional customer experience with emphasis on relationship development, market share growth, and regulatory compliance
Identifies and analyzes service issues, resolving them to the customer’s satisfaction in accordance with bank-wide and department standards. Performs overrides and makes policy exceptions for individual and banking center associate transactions based on evaluation of customer relationship, and financial and reputational risk to the bank. Uses all resources to escalate and resolve complex issues. Addresses, researches and responds to customer complaints, documenting the resolution per PeoplesBank policy
Demonstrates thorough knowledge of all PeoplesBank products and services. Ensures successful individual and team completion of Product Knowledge training, as delivered by Banking Center Assistant Manager according to established schedule
Accurately completes all customer sales and service functions, including new deposit and loan account origination, account maintenance, transaction processing, and handling negotiable items. Utilizes extensive knowledge of all bank policies and regulatory requirements to ensure error-free processing and compliance
Acts as Safe Deposit custodian, including opening, closing and providing access per bank guidelines
Operates a cash box / recycler, and serves as Vault, ATM and/or Coin Machine custodian as needed. Accurately processes entries and reconciles cash, checks and negotiables at end of shift within Retail guidelines and performance standards
Obtains and verifies necessary information to complete applications, logs, BSA and CIP forms, and any other documentation as required by policy or regulation
Organizes and participates in financial education and bank-at-work events at off-site locations
Meet and exceed established PeoplesWealth referral goals. Collaborate with PeoplesWealth representatives to establish strategies for increasing associate and customer awareness of investment products and services
Completes all yearly compliance training and testing and complies with bank, federal, and state regulations. Complies with Bank Policies and Procedures. Adheres to departmental and bank-wide service standards
Qualification
Required
Generally requires a four-year degree or an equivalent combination of education and experience plus one to three years of relevant experience
May require thorough knowledge of a technical or specialized field
Excellent leadership and management skills
Excellent sales, customer service, and interpersonal skills
Excellent verbal and written communication skills
Excellent organizational skills and attention to detail
Ability to prioritize tasks, delegating when appropriate
Proficient with Microsoft Office Suite or related software
This position requires National Mortgage Licensing System (NMLS) registration; and ability to obtain said license after a period to be determined by decisionmaker
Must be able to successfully complete the registration process, which includes, but is not limited to, undergoing a criminal background and credit check and must remain in compliance with the NMLS license regulations and rules
Above average computer skills including Word and Excel
Benefits
Excellent compensation
Workplace flexibility
Competitive benefits package
Company
PeoplesBank
PeoplesBank is an innovation, corporate responsibility, environmental sustainability, and employee engagement.
Funding
Current Stage
Growth StageRecent News
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