Job Description
- Deliver professional, high-quality service across all client and internal bank interactions, ensuring an exceptional customer experience
- Drive branch sales performance by setting, tracking, and achieving individual and team production goals
- Coach and develop staff to improve sales effectiveness, customer service, and operational performance
- Actively identify cross-sell opportunities through customer profiling during account opening and teller interactions
- Support business development and relationship management efforts, including joint client/prospect calls and onboarding coordination
- Assist with marketing initiatives to support branch growth, profitability, and client acquisition
- May act as Mortgage Loan Originator (MLO) to support loan inquiries and assist with lending processes as needed
- Ensure full compliance with bank policies, procedures, regulatory requirements, and audit standards
- Oversee branch operations including new accounts, teller functions, and safe deposit box activities
- Serve as subject matter expert on branch operational, risk, and compliance procedures
- Monitor daily and monthly operational reports and ensure required branch certifications are completed
- Identify and resolve operational deficiencies through appropriate controls and oversight
- Manage staffing levels, scheduling, and workforce utilization to meet service and operational needs
- Conduct performance evaluations and support employee development through coaching and feedback
- Recommend and support hiring, terminations, compensation changes, and performance actions in coordination with leadership
- Approve time records, schedules, and employee leave requests
- May serve as branch Safety and/or Security Officer
- Represent the bank through participation in community, civic, and professional organizations
Skills
Business Developmentunmatched
Coachingunmatched
Cross-Sellingunmatched
Customer Acquisitionunmatched
Customer Experienceunmatched
Customer Service Managementunmatched
Customer Service Operationsunmatched
Customer/Client Researchunmatched
Kronos Workforce Schedulerunmatched
Leadershipunmatched
Loan Originationunmatched
Loansunmatched
Maintain Complianceunmatched
Marketingunmatched
Mortgage Lendingunmatched
Onboardingunmatched
Performance Analysisunmatched
Performance Reviewsunmatched
Profit & Lossunmatched
Regulatory Requirementsunmatched
Relationship Managementunmatched
Revenue Growthunmatched
Riskunmatched
Salesunmatched
Sales Managementunmatched
Sales Prospectingunmatched
Staff Developmentunmatched
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