AVP​/Retail Relationship Manager - Pequannock

AVP/Retail Relationship Manager - Pequannock

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Responsible for leading a team of sales and service professionals to meet and exceed all sales goals and client experience targets. Manages all aspects of sales development, operations and client experience activities within the branch. Provides coaching, training and development to all branch team members, ensuring complete commitment to the bank’s core values and overall business objectives. Delivers financial‑service products to current and potential clients while meeting established sales and deposit goals and objectives, and ensures regulatory compliance within the assigned branch.

Focuses on growing current client relationships, external business development and community involvement to achieve maximum branch growth, profitability and superior name recognition for the bank.

• Contributes to the continuous growth of the branch by actively identifying and pursuing new business development opportunities and ensuring continued client experience and retention of all existing relationships.
• Work closely with all business partners to ensure complete client relationship building and achievement of all production goals and objectives.
• Maintain a strong presence within the local community through active involvement and leadership roles in various professional organizations and community events.
• Focus on proactive and innovative branch initiatives to promote branch growth, client retention and achievement of all annual production goals and key objectives.
• Provide strong leadership through effective communications, coaching and leading by example.
• Conduct weekly sales meetings and daily observations of the client experience, ensuring that the clients are receiving superior client service and needs‑based relationship building techniques are being applied through effective profiling.
• Manages performance standards; develops staff to build a cohesive and effective team.
• Conducts individual coaching sessions with each branch team member.
• Manages the relationship building and client experience process, follow‑up activities and referral lead generation through active use of EnAct, the bank’s CRM System.
• Understands and embraces the corporate vision.
• A leader in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting clients’ financial needs. Identifies clients with additional profit potential and develops action plans to expand these relationships.
• Ensures the products and services recommended to clients are an appropriate fit for them. Builds the relationship as appropriate.
• Has a basic understanding of cash management products and services.
• Measures service levels against client experiences and expectations.
• Assists business relationship officers and loan officers with business calls to existing and potential clients, as needed.
• In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies.
• Performs other duties as may be assigned.

• A bachelor’s degree or comparable professional training is required.
• Minimum five years’ experience in banking or a financial institution required of which at least three years has been in a supervisory position.
• Ability to meet/exceed client experience needs, identify client/project needs.
• Knowledge of bank’s products, services, sweep accounts, concepts and techniques and cash management services.
• Ability to model relationship building techniques and effectively cross‑sell.
• Ability to resolve client questions and/or complaints.
• Ability to manage staff and resolve conflict.
• Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills.
• Ability to answer questions effectively, build client relationships and build internal and external networks.
• Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations.
• Working…