Peoples Bank

Manager

• Lead the branch’s efforts to pro-actively meet the client’s financial needs through our sales process
• Manage a sales pipeline, sales activities, achieving assigned goals and surpassing scorecard metrics both individually and as a branch
• Acquire and maintain consumer and business lending product knowledge
• Interpret documents such as safety rules, compliance, consumer and business loan documents
• Support and lead branch staff in servicing clients and building a book of business
• Conduct regular sales meetings and coaching sessions to ensure success
• Monitor branch progress and make necessary adjustments for exceptional results
• Manage day-to-day branch activities and ensure operational soundness
• Conduct performance feedback, including quarterly and annual reviews

Branch Manager

• This position leads the branch’s efforts to pro-actively meet the client’s financial needs through our sales process
• Responsible for employee and business development
• Managing a sales pipeline, sales activities, achieving assigned goals and surpassing scorecard metrics
• Must possess an ability to turn service encounters into dialogue-based meetings
• Acquiring, using, and maintaining consumer and business lending product knowledge
• Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, compliance, consumer and business loan documents and procedure manuals
• Supporting and leading branch staff in servicing clients and building a book of business focused on steady growth and consistent profit improvement
• Utilizing Salesforce for client and prospect interactions and sales activities
• Making outside business calls to clients and prospects to acquire and retain business
• Establishing, maintaining and growing working relationships with partners
• Conducting regular sales meetings and well-structured coaching sessions to provide balanced feedback
• Assigning goals, monitoring branch progress and making necessary adjustments to achieve exceptional results
• Managing and overseeing the day-to-day branch activities; developing, retaining and recruiting high quality staff
• Conducting weekly staff meetings to engage the team in the performance of the branch
• Preparing and delivering performance feedback including quarterly and annual reviews, developmental action plans and disciplinary action, as applicable
• Ensuring team compliance with established policies and procedures

Performance Marketing

• The position is responsible for designing and executing marketing campaigns via SalesForce Marketing Cloud
• This includes overseeing campaign calendar, managing campaign strategy, A/B testing, gathering requirements, submitting requests for creative assets, ensuring required compliance approvals on creatives and strategy are completed, and reviewing (or requesting) data analysis on previous campaigns
• Lead Marketing Cloud requirements gathering for campaigns and projects
• Establish and maintain end-to-end campaign, which includes review, approvals, measurement, insights and optimizations
• Channels include but are not limited to emails, landing pages, blogs, direct mail
• Oversee campaign calendar (dates, frequency, audience overlap, freeze dates) and serve as the main campaign lead for all day-to-day requests and prioritize based on bandwidth and business goals
• Manage campaign strategy, assets, campaign request forms (CRFs) and approvals
• Identify rigorous A/B and multivariate test-and-learn methodologies to achieve desired campaign results
• Analyze the success of past campaigns and use data to make recommendations for optimization
• Ensure campaigns comply with best practices and also maintain brand identity and standards
• Ensures optimal quality in campaign rendering, content, audience and segmentation, dynamic content and personalization, functional testing (links, tracking, etc.), send configuration, and scheduling parameters
• Own campaign performance reporting, including lead volume and conversion rates by channel to assess and optimize performance and update key stakeholders
• Responsible for testing campaigns for proper content, function, and rendering using Litmus and checklists
• Notifies stakeholders when campaigns are postponed, cancelled, and deployed
• Will perform special projects as assigned

Marketing Campaign Manager

Inside Sales

• Solicit residential mortgage and home equity loan business to meet defined production objectives
• Develop and nurture an extensive network of mortgage loan referral sources including retail branch partners, realtors, builders and other center-of-influence professionals
• Provide consumer education, product knowledge and support to promote homeownership within their community
• Understand all of the residential mortgage and home equity products the bank offers and remain current on the regulations governing the mortgage lending industry
• Provide exceptional customer service through all stages of the loan decision cycle from initial interview through application, loan processing and loan closing
• Gather borrower’s personal information and input it into the bank’s loan origination system
• Identify and understand client needs for non-mortgage bank products and facilitate referrals to other lines of business

Mortgage Consultant – Inside Sales

Security Engineer

• Responsible for establishing and coordinating information security efforts, privacy efforts, and business resumption planning across the company
• Developing and maintaining the company’s information security program, ensuring compliance with all relevant regulations and best practices
• Maintaining, coordinating, and supporting the company’s enterprise-wide disaster recovery and business continuity plan as well as periodic testing of such plan
• Provisioning for various systems used by the company
• Leading Information Security Team, including recruiting, hiring, training, performance monitoring and overall management and leadership of employees
• Creating agendas and conducting regular staff meetings/training sessions/coaching sessions to provide positive feedback with actionable items to ensure individual and group success
• Ensuring the completion of daily reviews of various logs and reports relating to information security and ensures appropriate follow-up action is taken
• Evaluating effectiveness of information security, privacy and business continuity planning programs and procedures of third parties with whom the company engages as software, hardware and/or service providers
• Responding to relevant audit and examination requests

SVP – Chief Information Security Officer

• Lead the branch’s efforts to pro-actively meet the client’s financial needs
• Manage a sales pipeline, achieving assigned goals and surpassing scorecard metrics
• Turn service encounters into dialogue-based meetings for needs discovery
• Acquire and maintain lending product knowledge to generate and execute lending and deposit products
• Support and lead branch staff in servicing clients and building a book of business
• Conduct regular sales meetings and coaching sessions for team development
• Monitor branch progress and make necessary adjustments to achieve results
• Oversee daily branch activities and maintain world class service levels
• Conduct weekly staff meetings and structured coaching sessions
• Ensure team compliance with established policies and procedures
• Manage branch delinquency in conjunction with the collection group
• Research and provide resolution to customer and branch concerns

• Will be responsible for employee and business development
• Will be responsible for managing a sales pipeline, sales activities, achieving assigned goals and surpassing scorecard metrics both individually and as a branch
• Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered
• Acquires, uses, and maintains, consumer and business lending product knowledge and abilities to generate and execute lending and deposit products
• Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, compliance, consumer and business loan documents and procedure manuals
• Will be responsible for the support and leadership of branch staff in servicing clients and building a book of business focused on steady growth and consistent profit improvement
• Pro-actively meet the clients’ financial needs through our sales process
• Utilize Salesforce for client and prospect interactions and sales activities
• Make outside business calls to clients and prospects to acquire and retain business
• Must be able to establish, maintain and grow, working relationships with partners
• Must be able to energize development processes by conducting regular sales meetings and well-structured coaching sessions to provide balanced feedback with actionable items that ensure individual and branch success
• With the assistance of the Regional Manager, the Branch Manager will assign goals, monitor branch progress and make necessary adjustments to achieve exceptional results
• Responsible for managing and overseeing the day-to-day branch activities; developing, retaining and recruiting high quality staff; building on and maintaining world class service levels
• Establish and maintain an efficient, production and collaborative working environment based on continuous and effective staff communication
• Conducts weekly staff meetings to engage the team in the performance of the branch
• Conducts structured monthly or more frequent coaching sessions to provide balanced feedback with actional items that ensure individual and branch success
• Responsible for the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental action plans and disciplinary action, as applicable
• Responsible of ensuring team compliance with established policies and procedures which includes Retail Branch Standards
• Will be responsible for leading branch initiating and building external business and community relationships; managing Community Re-Investment Act strategies
• Will be responsible for monitoring and working branch delinquency in conjunction with our collection group; teller error and outage control
• Will be responsible for ensuring overall operational soundness of the branch which includes the annual branch assessment, compliance and regulatory requirements
• Will be responsible for understanding how to operate a cash drawer and provide coverage as needed based on branch requirements
• Will possess the knowledge to assist branch associates with troubleshooting and processing transactions on the Teller Insight platform
• Is responsible for researching and providing resolution to customer and branch concerns
• Consistently completes required training for all bank and branch policies and procedures
• Capture client concerns and provide solutions, via self or utilizing with other bank personnel, successfully within stated timelines
• Will perform special projects as assigned