Retail Sales Manager

Job Description

This Branch Manager opportunity will be responsible for managing the functions of a full service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size is normally under $25,000,000. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations.

RESPONSIBILITIES:

• Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships
• Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls
• Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control
• Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services.
• Manages and coaches the branch sales team to effectively provide financial solutions to customers
• Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department
• Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures;
• Ensures that dual control is in place for all vaults/safes containing cash/negotiables;
• Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments
• Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans
• Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team;
• Provides regular team meetings for branch personnel to convey information received in seminars, manager’s meetings, conference calls and other sources
• Refers customers to wealth management, brokerage and commercial representatives as appropriate
• Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit
• Manages overall responsibility for settlement of branch cash
• Conducts audits and oversees completion of monthly and quarterly branch audits
• Opens and closes branch office adhering to bank’s security policy and procedures
• Participates as a member of branch-local civic organizations to promote Bank name, products and services.
• Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned.
• As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours.

Qualifications

• Bachelor’s degree preferred or equivalent work experience
• Minimum of two years in a management capacity required
• Excellent verbal and written communications skills in Spanish or additional language a plus.
• Must possess an NMLS license or obtain NMLS license within 90 days of employment
• Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
• Strong sales and service skills
• Strong planning and organizational skills
• Strong communication, problem solving, and coaching skills.
• Proficiency in Microsoft Office products
• Demonstrated strong interpersonal skills
• Demonstrated ability to be flexible and adaptable
• Ability to travel to other branch locations as business needs arise
• Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

• Accountability
• Leadership Skills
• Interpersonal Skills
• Strategic Planning and Execution
• Organization

Essential Functions:

• Sitting for extended periods of time.
• Ability to efficiently operate a computer keyboard, mouse and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via air, rail, automobile and/or bus.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found .

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.