Community Banking Sales Branch Manager - Conshohocken - Firstrust Bank

Objective

Primary responsibility is to manage a Branch Team of employees and/or more than one branch to develop business, provide extraordinary service to customers, maintain operational integrity and a professional office appearance, and manage operating expenses. Directs the daily sales, operational and administrative activities of the branch within the framework of corporate policies and procedures to assure good quality service to our customers, satisfied and challenged employees and an efficient and profitable operating branch.   Fosters a motivational environment and strong sense of service and teamwork.

*Onsite Position*    

Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.

Minority/Female/Disabled/Veteran

Responsibilities/Duties

• Responsible for the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate business and consumer services.    Actively sells and promotes bank products to potential and existing business and consumer customers.  Possesses knowledge of corporate products and services to suggest products.
• Uses time to develop business with existing customers, COIs and prospects. Obtains new loans/deposits through the development and implementation of an internal/external calling program.
• Requires a desire to learn and understand the business customers’ needs and recommend solutions to meet those needs.
• Primary responsibility to attain small business loans, deposit goals and other sales goals as dictated by branch Scorecard or other qualitative measures.
• Builds strong partnerships with Business Banking, Consumer Lending, and Commercial Lenders, Private banking, Mortgage Officers, and all other partners within Bank to meet/exceed our customer’s expectations.
• Budgets time to ensure ongoing sales activities, develops tactics to achieve results each month and is accountable for meeting these goals.
• Develops and implements a strategic plan and continuously monitors the branch performance with an Assistant Manager or other senior level team member as it relates to all goals.
• Monitors loan, deposit, new account, referral and balance sheet goals and production to achieve consistent scorecard results.  Also, monitors fee income, fee waivers and rebates, income & expense goals and results.
• Evaluates and submits branch approval requests for fee rebates outside of the branch’s authority level limits.
• Embraces technology and Sales Force (Customer Relationship Management system) to manage all branch leads and opportunities for themselves and their team.
• Ensures branch operates in accordance with all Bank audit and security policies and procedures and ensures branch compliance of all federal regulatory guidelines. Achieves audit goals.
• Manages the professional development plan for all branch team members including specific training related to product knowledge, sales, customer service, compliance, operations and/or technical training.  This includes attendance at required meetings by job family, Operations review classes and/or sales debrief calls. Writes and delivers annual performance reviews, and performance improvement plans/warnings as needed. Approves time off, branch schedules and timesheets for optimum customer service.  Interviews candidates for open positions. 
• Oversees the monitoring of teller shorts/overs, new account exceptions, loan exceptions and branch overall cash levels.
• Manages all aspects of Branch appearance including facilities, signage, and employee attire in accordance with the Firstrust appearance policy. .
• Holds self and others accountable. Demonstrates the behaviors consistent with Firstrust Mission and Values.
• Leading a welcoming atmosphere that reflects our commitment to exceptional service specifically embracing and demonstrating MAGIC of customer service strategies.
• Demonstrates teamwork through flexibility and maintains effective communication with other departments to achieve Community Banking objectives and goals.
• Partners with all areas of the Bank to provide seamless service to our customers.

• The Branch Manager must have strong listening and verbal communication skills for extensive business development calls and person-to-person interaction, including managing a branch team. The position requires excellent interpersonal, analytical, and problem-solving skills. The employee needs to communicate and exchange information with all levels of management, clients, and outside vendors. The employee must apply and estimate analytical data for trends and reporting purposes. Also, must have the ability to function in a financial institution/branch environment and utilize standard office equipment.

   

  Decision Making

  • Develops, implements, and monitors the branch’s performance as it relates to all goals. Develops tactics to ensure the branch is meeting its goals.
  • Monitors loan, deposit, new account , referral  and balance sheet goals and production to achieve consistent scorecard results.  Also, monitors fee income, fee waivers and rebates, income & expense goals and results.
  • Makes decisions/recommendations related to hiring, continued employment and staff development to ensure branch success.  Monitor staff performance and implement and monitor improvement plans, as necessary.
  • Expected to execute on any additional deliverables within clearly communicated deadlines specific to Community Banking. Also, managing the attendance of self and team members to required meetings and training classes. 
  • Accountable to achieve goals and develop ongoing tactics to achieve these results.
  • Continuously seeks and implements ways to improve the overall team performance.
  • Makes all branch decisions within authority level or follows outlined procedure for escalation to obtain proper approval following Firstrust’s authority matrix.

  Accountability

  • Team champion for all sales, service and Firstrust strategic initiatives.  Communicates to staff on new policies and procedures and ensures compliance. Effectively communicates and implements bank’s overall mission/vision.
  • Achieve business loan and deposit goals and other scorecard goals by making calls, networking, and building a necessary pipeline to achieve goals.
  • Drives the consumer loan production through daily calling, daily pipeline management and daily customer profiling.
  • Will coach branch employees on consultative sales by real time coaching observations.
  • Provides guidance and direction to all staff members and ensures their development through one-on-ones, coaching, counseling, and training. Takes an active role in the development of the personnel and is always striving to improve their performance.
  • Encourages and supports the training and development of the team in both retail and business product and services.
  • Develops tactics to meet monthly sales/service goals along with profitability targets.  The manager will communicate clearly and explicitly the employees’ daily, weekly, and monthly goals
  • Schedule appointments, manage pipelines, actively participate in outside networking opportunities that lead to business generation, attends Business Banking Meetings as well as other meetings as required.
  • Branch Manager will always set a positive example in all areas of leadership.
  • Responsible for ensuring the staff knows and complies with all audits, security and compliance policies and procedures.  Specifically, those updated and communications within our weekly Community Banking Operations newsletter.

Essential Functions

• Team champion for all sales, service and Firstrust strategic initiatives.  Communicates to staff on new policies and procedures and ensures compliance. Effectively communicates and implements bank’s overall mission/vision.
• Achieve business loan and deposit goals and other scorecard goals by making calls, networking, and building a necessary pipeline to achieve goals.
• Drives the consumer loan production through daily calling, daily pipeline management and daily customer profiling.
• Will coach branch employees on consultative sales by real time coaching observations.
• Provides guidance and direction to all staff members and ensures their development through one-on-ones, coaching, counseling, and training. Takes an active role in the development of the personnel and is always striving to improve their performance.
• Encourages and supports the training and development of the team in both retail and business product and services.
• Develops tactics to meet monthly sales/service goals along with profitability targets.  The manager will communicate clearly and explicitly the employees’ daily, weekly, and monthly goals
• Schedule appointments, manage pipelines, actively participate in outside networking opportunities that lead to business generation, attends Business Banking Meetings as well as other meetings as required.
• Branch Manager will always set a positive example in all areas of leadership.
• Responsible for ensuring the staff knows and complies with all audits, security and compliance policies and procedures.  Specifically, those updated and communications within our weekly Community Banking Operations newsletter.

Knowledge - Skills & Abilities

• Must be a self-motivated, proven leader with a track record of delivering consistent sales results. This includes driving branch performance and fostering a high performing team.
• More than 5 years of successful branch management experience required.
• High School diploma required, 4-year college degree preferred or equivalent experience.
• A working knowledge of Bank operating policies and procedures which impact retail and business services.
• A thorough knowledge of the features and benefits of all Bank retail products and services.
• Advanced PC Literacy
• Experience using Salesforce or comparable Customer Relationship Management system preferred.
• May be licensed to sell alternative investments and insurance (not required).