Job Summary A Branch Banking Leader coaches a high-performing branch team to meet and exceed performance targets by teaching, training, and modeling sales behaviors while ensuring operational excellence. In addition, this role has a large focus on coaching to sales, revenue growth, and operational integrity with a focus on successful sales and client experience behaviors while delivering high level of client service.
Job Responsibilities:
Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income). Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Uses independent judgement and discretion to make sound financial decisions.
Sales Leadership and Coaching: Create and execute business development, actively support execution of partner produced sales and branch initiatives. Provide training/development/coaching to branch teams on mission and how to effectively engage to deliver on targets. Foster the right environment for branch teams and clients. Responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.
Client Experience: Deliver client engagement and education--using the tools and systems available. Foster a culture focused on providing an exceptional client experience with a commitment to delivering on our mission and purpose. Analyzes and resolves problems pertaining to branch operations and client satisfaction.
Risk Management: Foster a culture of disciplined risk management helping teams identify and mitigate reputational, regulatory, employee and client risks. Ensure team awareness, understanding and adherence to all applicable bank policies and regulations. Meet operational excellence standards.
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements:
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
5+ Years of overall branch sales experience, required
(2)+ years in a leadership role, required
Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation
Undergraduate Degree (4 years or equivalent), preferred
