Peoples Bank

Branch Manager

Peoples Bank

full-time

Posted on:

Location Type: Office

Location: Montgomery • Ohio • United States

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Job Level

Junior

About the role

  • This position leads the branch’s efforts to pro-actively meet the client’s financial needs through our sales process which focuses on a client centric, consultative sales approach whereby we working to uncover, identify and deliver products and services to satisfy the client’s financial needs and exceed their expectations
  • 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 perform special projects as assigned

Requirements

  • Bachelor’s Degree or equivalent experience in the financial services industry
  • 1-3 years’ experience in a manager role preferred
  • Demonstrated previous sales success as an individual and as a leader
  • Excellent communication, problem solving, customer service, cross selling and lending skills
  • Must be a decision-maker with well-developed interpersonal skills to represent the Bank positively in dealing with clients, employees and the community
  • Must possess strong leadership skills, great organizational skills and the ability to motivate and develop the branch team
  • Must be able to pass background and credit standards to hold NMLS credentials
  • Trustworthy and confidential behavior is essential in this role
  • Knowledge and prior usage of computers and computer systems
  • Ability to work individually and with others
  • Must be able to travel (i.e. to Marietta Ohio Training Center)
Benefits
  • 401(k) retirement plan with an employer match
  • Employee stock purchase plan
  • Various education assistance programs such as student loan and tuition paydown/reimbursement
  • Paid vacation and holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales pipeline managementconsumer lendingbusiness lendingdeposit productscompliance documentationperformance feedbackcoachingcross sellingproblem solvingcustomer service
Soft Skills
leadershiporganizational skillsinterpersonal skillscommunicationmotivationteam developmentdecision-makingtrustworthinessconfidentialitycollaboration
Certifications
Bachelor’s DegreeNMLS credentials