Regional Retail Sales Director - Foresight Financial Group Inc

Hiring Manager: Gina Caruana

HR Partner: Nora Koehler

Organization Overview:

Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve.

Position Summary:

The Regional Retail Sales Director provides oversight and direction of retail banking departments of all bank branch locations, championing high touch service to customers, effective, consistent branch operations and drives profitable growth. Provides leadership to Branch Management in attainment of strategic goals and performance objectives for branch office business volume, deposit, consumer loan portfolios and quality of audit reports. Is highly visible and engaged in bank markets and communities.

Primary Responsibilities:

1. Provides daily management to Branch Managers to meet and exceed all revenue, profitability and growth goals.
2. Collaborates with Market Presidents to achieve market goals.
3. Work with the Head of Consumer Banking to help develop strategies, launch sales initiatives, help set clear expectation, train & develop, and monitor progress.
4. Work closely with Retail Manager and marketing to create, launch and support product and service promotions by creating awareness, training, and monitoring.
5. Hire, coach and develop talent to enable a highly engaged, high performance team.
6. Foster continuous and effective communications within teams and cross-functional teams.
7. Partners with T&D and champions customer service and sales coaching and training program for staff.
8. Support and grow the At Work Program and other alternative revenue sources as aligned with strategic direction.
9. Actively engage within the communities the bank serves and maintain and build network of COI’s
10. Assist and participate in the annual business plan and budget process, forecasting for the retail line of business.
11. Maintain working knowledge of banking trends, compliance regulations and market activity.
12. Serve on bank ALCO, represent retail analytics and recommend changes to rates, products, service fees, technology, etc.
13. Undertake special projects and/or assignments as needed.
14. Comply with the Bank Secrecy Act (BSA) rules and regulations.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

Competencies:

Leadership: Knowledge and skills in leading individuals to align with the strategic vision of the bank and achieving such through empowerment, collaboration, communication, team building and mentoring.

Business Development: Utilizes networking, product and industry knowledge and customer service skills to achieve and exceed approved budget; proactively initiates new contacts; Uses persistence and persuasion to overcome objections; Upholds highest level of customer satisfaction; Maintains accurate records and submits needed information promptly.

Result Driven: Defines appropriate goals, works toward achieving goals, articulates vision and steps for achievement.

Judgement/Problem Solving: Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Technical: Basic knowledge of Microsoft 365. Advanced knowledge of banking products, services, policies, procedures and regulations. Advanced knowledge and skill using the Jack Henry system.

Physical Demands and Work Environment:

This position operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. Occasional lifting of 25-50 pounds may occur. The physical demand described here are representative of those that must be met by staff to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this position, the employee is regularly required to sit or stand for extended periods of time.

Performance Standards:

Meet established revenue and quality standards and goals as established annually.

Successful exams and audits without significant findings.

Actively participate in a minimum of one community-focused organization annually.

Performance Weightings:

40% Competencies

60% Position Performance Standards and Personal Goals

Qualifications:

Bachelor degree in related field or HS diploma/equivalent and commiserate work experience required. The ideal candidate has a minimum 5-10 years in a leadership role in retail, sales role at a bank. Proven success in meeting profitability goals. Experience leading successful teams a must; managing remote staff a plus. Must be an outstanding communicator and ability to build trust through honing relationships internally and externally.