Financial Center Sales & Relationship Manager

Description

Works with Region Manager to meet/exceed sales goals, provide leadership and guidance to personnel and ensure successful daily operations of the financial center.

• Manages financial center sales staff to meet/exceed financial center sales goals by mentoring/coaching the staff, using the ERB process to cross-sell additional products/services with a focus on Health Savings Accounts (HSA).
• Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality and responding to customer questions/requests in a timely manner.
• Performs banking transactions and opens new accounts as needed.
• Knowledge of Health Savings Accounts.
• Proficient at identifying customer needs, recommending specific products and/or services.
• Expands customer relationships by making appropriate referrals, such as investments, small business loans, commercial loans, and mortgage loans.
• Conducts daily CI huddles with staff members.
• Mentors/develops staff by providing on‑going sales coaching, regular feedback on performance, opportunities for development, writing reviews, making recommendations to reward performance exceeding standards and handling employee disciplinary issues in a professional, objective and impartial manner.
• Ensures staffing levels are adequate to meet needs by conducting interviews and hiring staff, complying with federal, state, and local employment laws and promoting equal employment opportunity efforts.
• Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and performing internal financial center audit functions.
• Increases financial center efficiency and staff knowledge by ensuring employees are properly trained in banking transactions, customer service and cross selling skills, proper telephone etiquette and company goals.
• Conducts presentations at manager meetings.
• Satisfactory Mystery Shops for the Manager and the Employees that are supervised.

• Represents the financial center in the local community by participating in civic and community events and activities.
• Assists Region Manager with the financial center budget process by providing suggestions when preparing the annual budget goals and controlling staff overtime and supply expense.
• Identifies loan opportunities and makes tele‑consulting calls.
• Contributes to the team effort by working on special projects/reports, performing other job‑related duties, and accomplishing related results.

• Able to perform all standards of the Financial Center, including profit contribution, fee income contribution, and increasing low cost of deposits- both consumer and commercial.
• Financial center consistently meets deposit, deposit mix, controls expenses, fee income, and referral goals and aggressively strives to achieve personal sales goals as evidenced by sales reports and tracking forms.
• Makes quality referrals for mortgage loans, small business loans, commercial loans, and investments as evidenced by sales reports.
• Demonstrates the ability to make results‑oriented business sales calls as evidenced by management observation during joint calls and input into sales.
• Consistently coaches staff in office and holds CSR’s accountable for meeting personal sales goals – coaching forms are thorough and demonstrate follow through in monitoring employee performance.
• Thorough understanding of ERB process and ability to coach staff in quality results‑oriented sales interviews.
• Employee performance reviews are thorough, accurate and submitted by due date.
• Receives favorable reports from support departments (Consumer, Operations, EFT, HR etc.) for own performance and performance of staff.
• Has minimal exceptions to and favorable comments on monthly Financial Center Control Checklists, semi‑annual audits, and internal audit reviews.
• Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation and properly completed sales/service systems.
• Is actively involved in the community and finds ways to leverage those relationships into networking opportunities that…