Retail Area Leader I​/II - West CPA Area

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Regular Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)
Please review the following job description:

The Retail Area Leader leads a group of branches and teammates assigned within a Region (approx. 14-27 branches) for the Retail Community bank in an effort to deliver on our purpose and achieve our sales and service goals. Responsible for continuous improvements in sales effectiveness of Retail/Small Business through sales leadership including coaching, counseling, feedback, reinforcement, and support of the Bank’s sales and credit cultures.

Ensures feedback for improvement is delivered across teams to support continuous improvement.

Essential Duties and Responsibilities Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. Responsible for instilling purpose, mission and values within retail and small business teams.

Responsible for continuous improvements in sales effectiveness of Retail/Small Business through sales leadership including coaching, counseling, feedback, reinforcement, and support of the Bank’s sales and credit cultures. Ensures feedback for improvement is delivered across teams to support continuous improvement.

Collaborates across lines of business impacting retail and small business clients (Mortgage Banking, Wealth Management, Investment, Insurance Services, and Payment Solutions) to achieve financial

Assist in managing the efficiency of retention, personnel management, facilities management, and product sales and service. For assigned branches, responsible for reviewing monthly Average Balance Analysis, Detailed Income and Expense and other management reports to ensure balanced financial performance of branch teams in the following key performance areas.

Lead, coach and manage branch leaders to focus on their responsibilities:
Sales and service performance planning;
Identifying sales opportunities and achieving results on an individual and team level;
Building branch teammate skill sets around sales effectiveness;
Industry-leading service and transaction quality, Operational soundness and proper risk management.

Succeeds in delivering retail and small business performance goals within the Region pertaining to growth, profitability and quality.

Achieves area’s service & operations, sales, expense, and profit performance. Monitors area and branch effectiveness and progress towards service, sales, and other goals through financial and activity reports;
Identifies gaps in performance and developing appropriate plans to improve performance when needed;
Ensuring consistent execution of the Client Engagement Model.

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree or equivalent education and related training

Five years of financial services experience3+ years of leadership experience managing group…