Job Summary

Responsible for directing and administering the operational efforts of the branch. Ensures established policies and procedures are followed. Oversees provision of a full range of services to customers and prospective customers. Ensures customers are promptly and professionally served. Trains, directs, and supervises branch staff. Accountable for maximizing revenues, sales, customer satisfaction, and minimizing operational losses as well as deepening existing relationships and minimizing customer attrition. Responsible for successful implementation of promotional campaigns and product initiatives at the branch level. Incumbents are either sales (with business development goals) or service focused.

Responsibilities and Duties

• Manage direct reports to maximize productivity, efficiency, and the potential of the human assets of the company, including: hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate.

• Ensures that branch achieves assigned loan production goal. Develops and manages elements of a sales culture to achieve assigned sales goals, including product knowledge, sales philosophy, sales strategy, sales planning, data

infrastructure, sales techniques, cross sell/ referral, sales training/coaching, sales tracking (performance) and recognition/reward systems.

• Ensures personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall branch procedures. Actively participates in cross-training personnel and assures staff is kept abreast of all products and services. Conducts security training.

• Prepare month-end management reports which apprise executive management of the status of branch activities. Provides employees with regular sales tracking reports, coaching and feedback to help them attain branch sales and service objectives. Coaches employees on consistently using consultative selling skills to deepen member relationships.

• Ensures all branch transactions are balanced at the close of each day. Oversees individual accountability for the handling of cash and assists in resolving balancing problems.

• Troubleshoots and resolves internal and external inquiries.

• Is responsible for monitoring and reporting office building, grounds, equipment and fixtures.

• Ensures customers’ requests and questions are promptly resolved. Handles customers’ complaints. Ensures customers are informed of Company services and policies. Counsels customers regarding their financial needs and services requested.

• Develop and implement annual department budget; review monthly to analyze variances and assure expenditures remain within limits.

• Primary Security officer for the branch. Conducts required security meetings with staff to ensure compliance. Opens and closes the building in accordance with set hours and tests security equipment quarterly.

• Monitor closely industry trends in lending and deposit operations to feed research and development activities and assure that the company’s products, services and processes are remaining competitive. Manages and oversees expenses. Pursues cost-saving measures.

Qualifications and Skills

• Five to ten years of similar or related experience, including time spent in preparatory positions.

• A two-year college degree or completion of a specialized course of study at a business or trade school.

Minimum Starting Wage: $65,576.42 ( Negotiable based on experience),

Powered by JazzHR