Branch Manager III - Peoples State Bank

Job Location: 8112 West Bluemound Road, Wauwatosa, WI 53213

Hours: Workday is normally 8-5 pm, Monday-Friday, expected to work the hours needed to meet job performance expectations

Job Summary:

Coach and lead the branch team to sales and service success.  Direct and supervise the branch team to ensure that all bank and regulatory policies and procedures are followed, that all customers receive prompt and courteous service and that products and services offered meet the needs of the bank's customer base.

Primary Duties and 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.

Desirable Education, Experience and Skills:

• Attainment of this position may be contingent upon successful demonstration of the skills inherent in sales coaching and leadership and 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 a 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.
• Prior sales experience, particularly in a financial services or retail setting.
• 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.)

We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilitie