Overall responsibility to ensure the branch has a competent and productive sales team.
In collaboration with the Operations Supervisor, recruits, retains and motivates high quality employees that understand and utilize bank and corporate sales marketing and operational strategies.
Assists the Operations Supervisor with completing timely performance evaluations for Sales Associates, both quarterly and annually; completes timely performance evaluations for Loan Officer.
Assists the Operations Supervisor with staff schedules, maintenance of attendance records and other sales and operational reports.
Provides leadership and direction for staff.
Along with the Operations Supervisor, facilitates a monthly branch meeting to share current and future status, expectations and various updates.
Conducts monthly one on ones with Operations Supervisor.
Assists the Operations Supervisor with training Sales Associates.
Successfully meets monthly business development goals by making regular contact with existing business customers and prospects.
Develops a highly motivated and knowledgeable sales team that fully understands market needs, trends, and competitors and that actively promotes all Midwest Heritage products and services to customers.
Primary branch source for mortgage and or consumer loan referrals to Loan Officer.
Establishes a cohesive working relationship with the Loan Officer that enhances the sales efforts and growth of the branch.
Presents a positive image of Midwest Heritage and the consumer financial services business and develops key relationships in the market through active participation in professional and civic activities.
With assistance from the Operations Supervisor, plans, develops, and implements annual bank office goal strategies and budgets to enhance productivity, meets or exceeds production goals, maximizes income and meets profitability objectives .
Overall responsibility to ensure that all operations are carried out accurately and efficiently.
In collaboration with the Operations Supervisor, ensures that financial transactions, bank operations and sales methods minimize financial risk and comply with all the legal and regulatory requirements.
In collaboration with the Operations Supervisor, develops and implements a monthly or bi-monthly aisle walk marketing plan.
Overall responsibility to ensure that the bank meets branch audit requirements satisfactorily.
Develops strong working relationships with Hy-Vee Store Directors and Hy-Vee employees.
With assistance from the Operations Supervisor, interprets, communicates, and implements MH’s sales strategies, tactics, and processes to bank employees.
In collaboration with the Operations Supervisor, motivates and trains staff to provide excellent customer service and to provide leads for cross-selling Midwest Heritage products and services.
Develops and trains branch personnel to develop consumer loan business.
Overall responsibility to maintain a satisfied and loyal customer base by directing sales and delivery processes to ensure that all personnel provide high-quality customer service and effectively handles customer transactions to maximize speed and customer convenience while controlling cost.
