ESSENTIAL FUNCTIONS:
Attracts, advises, and serves existing and prospective customers:
• With every customer interaction, have in-depth conversations to help our customers achieve
financial success.
• Provide extraordinary service to customers resulting in a full pipeline of referral
opportunities.
• Provides direct and immediate response to customer requests or needs.
• Develops a top customer calling list.
• Proactively completes and assigns calls through the Customer Relationship Management system to
expand current customer relationships and identify new business.
• Build customer trust and loyalty which results in deeper customer relationships.
• Eager to expand branch with new clients, and businesses.
• Network and volunteer in the community.
• Develops and maintains a broad knowledge of products and services to appropriately support
customer needs.
• Accepts loan requests and oversees approval of consumer loans and is responsible for credit
quality under approved authority.
• Strict adherence to bank security, Bank Secrecy Act, USA Patriot Act, and safeguarding customer
information.
Collaborates with other internal business partners to provide customers with a full range of
financial solutions to meet their needs
o Wealth Management
o Electronic Banking
o Mortgage
o Business Relationship Manager
Directs human resources development as it pertains to office professionals:
o Trains and educates all office professionals.
o Conducts performance reviews and career path meetings with staff members.
o Conducts meetings to communicate information and policies from various Bank committees.
o Ensures staff is following proper procedures and guidelines set forth by the bank.
o Coaches to evaluate staff’s customer conversations and results.
Provides prompt, accurate, and efficient customer service by processing a wide array of
transactions:
o Opens new accounts.
o Proficient in electronic banking and digital product use and questions.
o Processes transaction on an as needed basis.
o Manages all aspects of the branch including staff, customers, and the building and grounds.
Participates in meeting Community Banking Department's long- and short-term goals and objectives:
• Conducts or attends and participates in meetings to discuss and evaluate progress on meeting
goals and objectives:
o Daily 5 Minute Meetings.
o Weekly Relationship Building Conference Calls.
o Weekly Branch Based Sales Meetings.
o Monthly Employee Relations Meetings.
o Retail Banking Group.
Performs other duties as assigned or directed.
REQUIRED SKILLS/ABILITIES:
• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Supervisory training and expertise, leadership and interpersonal skills required.
SUPERVISORY RESPONSIBLITY:
• Supervises Relationship Center Staff
EDUCATION and EXPERIENCE:
• 3 years’ banking experience including supervisory responsibilities required.
• 1-3 years management experience in sales/business related field preferred.
• Bachelor's degree preferred.
PHYSICAL REQUIREMENTS:
• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and
mental alertness.
• Ability to lift up to 25 pounds (i.e., heavy boxes or coins).
• Ability to communicate in person, through email or via telephone with customers and staff
members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to
adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the
essential functions.