Posted: 05/06/20242024-05-062024-06-28Employment Type:Direct Hire/PermJob Category:Customer ServiceJob Number: 615375Is job remote?: NoCountry: United States
Job Description
This position reports to the VP, Regional Banking and allows you to partner with other team members and key stakeholders to provide Incredible Customer Experiences of your own! Duties and responsibilities may include:
Drives bank sales and office operations, ensuring that established policies and procedures are followed, and delegates responsibilities as needed to meet bank objectives.
Individuals will be expected to maintain and grow respective market(s) meeting the sales goals of the organization in deposit growth, business partner referrals, and consumer and small business loans. Meets individual sales accountability expectations.
Individuals will act in the capacity of a customer ambassador for the bank to provide customers with a high-quality experience worthy of our brand. The overall focus will be to provide strategic leadership, mentoring, and training to team members to attain new customer relationships and retain and grow existing relationships.
Responsible for supporting the Bank’s community involvement and community activities, ultimately generating leads to build and maintain customer relationships.
Demonstrates support for innovation and organizational changes needed or implemented to improve the organization’s effectiveness. Leads others to successfully manage and/or accept organizational change.
Responsible for developing staff through ongoing coaching sessions to ensure that all are personally committed to consistently exceeding customer expectations and I.C.E. every time, everywhere.
Partners with branch leadership on hiring, training, developing, scheduling, assigning work to, managing, and reviewing job performance of retail bank staff. Interviews and hires quality staff that is engaging, verbal, and confident, and possessing strong relationship sales abilities.
Develops and implements written short-and long-term plans for achieving branch growth, sales, fee income, and service goals.
Develops, maintains, and cultivates community and new business contacts with important market sources to enhance bank visibility and maximize business development opportunities.
Upholds the company’s policies by maintaining appropriate controls as stated in bank audit procedures to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities.
Directs ongoing compliance and management of all required training and compliance requirements (i.e., CIP, BSA, CTR, SAR, etc.).
Advises on and accepts consumer and small business loan applications which may include reviewing and gathering information, closing the loan, processing paperwork, and/or following up with the customer as needed.
Understands and adheres to loan policy guidelines regarding consumer and small business loan applications.
Manages a limited loan portfolio in all markets. Success is measured by complying with the regulatory standards by lending division. Will be responsible for facilitating the internal credit review/analysis process while meeting and delivering I.C.E. standards.
Recommended and preferred qualifications are:
Bachelor’s degree (B.A.) from an accredited four-year college or university in Business Administration, Marketing, Finance, Accounting, or equivalent experience preferred.
3-5 years of experience in direct banking sales/market strategy, business development, personal banking, business banking, or branch management related experience and/or training; or equivalent combination of education and experience.
2-3 years of supervisory/management experience required.
Provides leadership, coaching, and/or mentoring to team members.
Analytical thinking skills with a sales mindset and attitude.
Demonstrated ability to maintain flexibility in a changing environment.
The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process and always double check the email address of the recruiter to ensure it’s from @planet-pro.com - and not a domain with an alternative extension like .net, .org or .jobs. Candidate safety is a top priority at Planet Professional.
Planet Professional and The Planet Group of Companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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