Market Manager Senior

Overview

The Market Manager Senior is responsible for leading sales initiatives and achieving performance targets by actively engaging and motivating branch staff to acquire new clients and deepen existing relationships. This role oversees all aspects of banking center operations, including cash handling, daily balancing, and strict adherence to internal policies, procedures, and regulatory requirements.

The Market Manager Senior ensures the efficient and effective management of the banking center while delivering a best-in-class client experience. This role supervises two or more employees, including Universal Bankers, and is cross‑trained in all areas of client service, such as cash transactions, account openings, and wire transfers.

Additionally, the Market Manager Senior ensures operational accuracy, regulatory compliance, and a high standard of client service and security protocols. The individual may also provide oversight and guidance to other Business Sales and Service Managers and may be responsible for training and mentoring Market Managers across other banking centers.

Has a sense of urgency and works as a team in providing "Best in Class Client Experience."

• Directs the banking center team in executing sales strategies to drive deposit and loan growth, focusing on client retention and identifying new revenue opportunities.

• Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposits, loans, and other applicable metrics.

• Collaborates with Small Business Bankers (SBBs) and internal partners to create and promote referral opportunities across business lines.

• Initiates and leads outbound service calls using consultative approaches; overcomes objections, facilitates cross‑departmental referrals, and ensures client satisfaction and retention.

• Monitors and enforces timely resolution of financial ticklers in accordance with Bank policies.

• Analyzes the Banking Center’s Statement of Condition to evaluate deposit and loan performance.

• Coaches and develops staff to meet Bank standards for client referrals and sales effectiveness.

• Oversees lead‑scrubbing efforts and ensures the quality and accuracy of lead data.

• Conducts quarterly meetings with Tier 1 clients to strengthen relationships and solicit new business.

• Cultivates partnerships with Centers of Influence (e.g., CPAs, attorneys) to drive referrals and business development.

• Manages and maintains a targeted prospect list and leads networking, outside sales, and cold‑calling efforts.

• Represents the Bank in community events and leadership forums, promoting the institution’s presence and values.

• Oversees account opening, maintenance, and closing processes, ensuring compliance and client service excellence.

• Documents client activities and referrals in Elevate and ensures proper follow‑through across departments.

• Allocates and adjusts staff resources to align with workflow and client demand throughout the business day.

• Exercises authority to approve operational transactions, such as checks, wires, and credits, within established limits.

• Manages cash operations in partnership with UB Senior, including currency/coin supply, ordering, and shipments.

• Supervises ATM balancing, vault operations, and TCR reconciliations, and ensures accurate processing of deposits.

• Audits night depository logs and ATM envelopes for proper documentation and compliance.

• Oversees and validates teller line activity and ensures timely remote capture of daily work.

• Maintains oversight of key/combo controls in partnership with the Regulatory Operations Consultant (ROC).

• Ensures the secure and compliant storage of client files and banking center documentation.

• Serves as operational backup to UB/UB Sr. to maintain business continuity as needed.

• Manages all aspects of safe deposit box operations, including access control, documentation, rent collection, and escheatment.

• Coordinates and monitors SBB blocked time for business development; models effective lead‑calling behavior.

• Provides cross‑functional support and maintains proficiency in all client service functions.

• Leads the implementation of client service excellence standards and operational…