Sales and Service Manager

Overview

Responsible for assisting the Branch Manager in all aspects of sales and service, management, and audit and control for the assigned branch.

Responsibilities

The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

• Achieve deposit, loan, new consumer and business households leveraging our relationship based sales and service model.
• Leads and coaches team members to best in class internal and external customer service.
• Proactively seek to bring in external business via disciplined calling and sales efforts.
• Participate in the development and management of sales activities and processes for the branch.
• Be an ambassador of technology by utilizing the customer relationship management platform.
• Act as a product/services referral source for various bank departments including loans, trust and investments.
• Participate in development of ongoing marketing  and business development activities within market area, coordinating with other business units as appropriate.
• Support branch management to oversee operations, administration, staffing, audits, compliance, and security.
• Lead inside sales and cross-selling initiatives for the branch; conduct coaching for the service and sales program; regularly conduct sales and team meetings.
• Follow and enforce all compliance and security procedures, including dual control, cash control, and branch opening and closing procedures.
• Perform other tasks as may be assigned by management.

Qualifications

Education and Experience

• High School diploma or equivalent required; Associates or Bachelor’s degree preferred
• Previous banking or relevant work history and supervisory experience preferred

Skills and Competencies

• Sales experience and/or demonstrated aptitude and desire to succeed at business development activities
• Thorough knowledge of Bank products and services
• Excellent customer service skills
• Demonstrated verbal and written communication skills
• Ability to interact well with Team members and customers
• Good Supervisory and coaching skills
• Strong attention to detail and accuracy
• Basic computer skills
• Ability to multi-task and remain organized
• Ability to achieve sales goals through relationship-based selling techniques
• NMLS required
• Ability to use sound judgment when making decisions on behalf of the Bank