SUMMARY: Responsible for the management, supervision, and direction of the branch activities including the successful execution of sales, operational and customer service goals. Performs business development activities to promote branch’s deposit and lending portfolio growth and profitability. Manages branch assets ranging from $50 - 75MM.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provides overall supervision of branch employees and oversight of the branch sales, service and operational activities as well as assignment of duties; establishes performance standards; conducts performance management; and determines staffing, training and development needs.
Formulates and executes business development plans that align to organizational corporate goals. Conducts referrals follow-up; calls and visits to new and existing clients; and participates in community or industry related functions. Maintains business and professional community contacts to enhance business opportunities.
Ensures and promotes an excellent customer experience. Manages a client relationship portfolio with a focus on building and retaining customer relationships. Acts as the primary contact for assigned accounts and ensures timely delivery of quality service and issue resolution. Will also assists walk-in clients.
Analyzes clients’ and prospects’ assets and needs; determines appropriate consumer and commercial products and services; recommends solutions to meet those needs. Will also make appropriate referrals to business partners including investment, wealth management, trust and commercial lending.
Tracks and reports on branch’s activities including sales sourcing activities, pipeline and progress towards branch’s sales business plan. Works with Regional Branch Manager in assessing branch’s performance and opportunities.
Minimizes the bank's liability exposure by ensuring staff compliance with established policies and procedures, internal controls and legal and regulatory guidelines. Collaborates with Operations Manager in maintaining established security controls to protect the branch against criminal and fraudulent activities and unnecessary risk or exposure.
Maintains knowledge base of legislation and regulations that affects the Consumer Branch and the bank. Conducts regular staff meetings to review branch and organization’s goals, results and priorities.
Performs other related duties as necessary.
Supervises branch employees and is responsible for the direction and coordination of this unit. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; rewarding and disciplining employees; addressing complaints and resolving problems.
EDUCATION and/or EXPERIENCE
Bachelor’s degree in Business or related field. Seven years of branch management experience with proven business development skills; or equivalent combination of education and experience. Strong product knowledge and understanding of standard branch banking operation policies and procedures. Strong leadership and organizational skills required to prioritize assignments and provide employee coaching. Proven ability to maximize sales through established industry contacts and Center of Influence (COI) relationships. Proven ability to communicate and motivate effectively through excellent leadership and interpersonal skills.
All candidates for hire will undergo a credit and criminal background check. Only qualified candidates will be contacted.
Grove Bank and Trust is a drug-free workplace and an AA/Equal Opportunity Employer - Minorities/Female/Veteran/Disability.