To promote a positive image of the Bank through sale of appropriate products and services while performing transactions necessary to meet customer needs. Responsible for serving the bank’s customers from the teller line by processing a variety of transactions while following all operational guidelines.
Essential Functions
The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.
Achieve deposit, loan, new consumer and business households leveraging our relationship based sales and service model.
Leads and coaches team members to best in class internal and external customer service.
Proactively seek to bring in external business via disciplined calling and sales efforts.
Participate in the development and management of sales activities and processes for the branch.
Be an ambassador of technology by utilizing the customer relationship management platform.
Act as a product/services referral source for various bank departments including loans, trust and investments.
Participate in development of ongoing marketing and business development activities within market area, coordinating with other business units as appropriate.
Support branch management to oversee operations, administration, staffing, audits, compliance, and security.
Lead inside sales and cross-selling initiatives for the branch; conduct coaching for the service and sales program; regularly conduct sales and team meetings.
Follow and enforce all compliance and security procedures, including dual control, cash control, and branch opening and closing procedures.
Perform other tasks as may be assigned by management.
Compliance
Comply with all applicable regulations and Bank policies regarding employment and employment law.
Participate in annual compliance and other job-related training.
Comply with applicable bank regulations, Bank policies and procedures.
Comply with Bank’s internal privacy and ethics standards.
Relationships and Contacts
Internal: Reports to Financial Center Manager / Multi-Site Manager; Frequent contact with Branch Team members to discuss sales products, services, policies, procedures and changes; Timely contact with team members from various levels of the bank
External: Frequent contact with current and potential customers regarding products and services; Representation of the Bank through community involvement and volunteerism
Education and Experience
High School diploma or equivalent required; Associates or Bachelor’s degree preferred
Previous banking or relevant work history and supervisory experience preferred
Skills and Competencies
Sales experience and/or demonstrated aptitude and desire to succeed at business development activities
Thorough knowledge of Bank products and services
Excellent customer service skills
Demonstrated verbal and written communication skills
Ability to interact well with Team members and customers
Good Supervisory and coaching skills
Strong attention to detail and accuracy
Basic computer skills
Ability to multi-task and remain organized
Ability to achieve sales goals through relationship-based selling techniques
NMLS required
Ability to use sound judgment when making decisions on behalf of the Bank
Working Conditions
Traditional office environment with no unusual work conditions; the branch office maintains six day a week operations (Monday – Saturday) with operational hours depending on branch location. All branch Team Members are required to work a minimum of two (2) Saturdays per month.
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