Peoples Security Bank & Trust · 1 day ago
Regional Branch Sales & Administration Manager
Bethlehem,PA,US
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expPeoples Security Bank & Trust is a financial institution focused on community service. The Regional Branch Sales & Administration Manager will oversee the management of assigned regional branch offices, ensuring compliance with policies, promoting bank services, and leading staff to meet financial objectives.
BankingFinancial ServicesInsurance
Responsibilities
Embrace Peoples Security Bank and Trust brand, mission, core values and service philosophy
Together, with the assigned branches, develop and maintain relationships while promoting and selling the bank’s products and services
Implement strategies to achieve goals developed for the offices as part of the Retail Banking Division's annual operating plan
Ensure the offices compliance with operating policies and procedures and outside regulatory requirements
Communicate with appropriate management and staff and provide periodic reports
Oversees the management of assigned regional branch office(s), as well as individually assigned branch, to meet the financial services needs of the entire community in the assigned market areas:
Effectively leads the regional branch offices and ensures that all services are expertly delivered, customer issues are promptly resolved, and standard operating procedures are followed
Represents the Bank in the community and develops and promotes the Bank’s services; makes monthly sales calls; develops new customer relationships and sells various bank services
Works with management in establishing growth, sales, and profit objectives for their respective regions; provides input to these objectives and to the manner in which performance will be measured and controlled
Ensures that the branch offices are properly staffed and that the staff is trained to meet customer service needs as well as sales objectives
Makes certain that all office operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc
Explains Bank policies and procedures to employees and customers as needed
Provides guidance, training, and motivation to branch staff
Maintains prescribed security controls
Obtains loans from new and existing branch customers, sends loan applications to Loan Operations Department, and may close loans
Approves rate adjustments and combining CIFs
Prepares audit responses, deficiency, and delinquent loan reports
Provides coverage for other Regional Branch Sales and Administration Managers for major issues in their absence
Implements strategies to achieve goals assigned to the office as established in the Retail Banking Division's annual operating plan; assists in the development of the annual budget for the office and adheres to budget parameters
Directly manages assigned personnel as follows:
Assists in the hiring the best talent
Makes provisions for the proper orientation and training of new employees
Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter
Provides strong management and coaching support to direct reports
Monitors assigned goals for region, assigned branches, and individuals
Guides team with career path development
Organizes, schedules, and distributes work among assigned staff
Keeps staff informed of pertinent policies and procedures affecting the office and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged
Administers human resource policies and procedures as established by bank policy
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances
Qualification
Required
Bachelor's degree in a related field normally required
Accomplished and enthusiastic leader
Outstanding player/coach
Demonstrated ability to ensure repeatable sales processes are executed
Financial acumen
Focus on delivery of exceptional client experience
Deep understanding of financial products and services, policies, and branch operating procedures
Must demonstrate strong communication skills
Strong understanding of loan documentation
Moderate computer skills
Ability to quickly learn new technology
A minimum of eight (8) to ten (10) years of branch experience normally required
Company
Peoples Security Bank & Trust
Peoples Security Bank & Trust has become one of the largest independent community banks in eastern Pennsylvania with a footprint stretching through Pennsylvania, New York, and New Jersey.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$118M2025-06-06Post Ipo Debt· $85M
2020-06-01Post Ipo Debt· $33M
2014-04-02IPO
Leadership Team
Jeffrey Drobins
Executive Vice President, Chief Lending Officer
Neal Koplin
Senior Executive Vice President - Chief Banking Officer
Recent News
2025-11-01
2025-02-04
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