Job Title: Assistant Branch Sales Manager
Reports To: Regional Branch Sales Manager
Department: Branch Operations
FLSA Status: Salaried, Non-Exempt
Summary of Job Description:
Is responsible for efficient, effective daily management of the Branch office in the absence of the
Regional Branch Sales Manager by ensuring that the Bank’s established policies and procedures are
adhered to while achieving established sales goals. Assists the Regional Branch Sales Manager in
building a strong sales and service team. Provides personalized customer service by learning about
customer needs and financial goals. Represents the bank at community activities when requested
by Regional Branch Sales Manager, to maintain proper responsible citizen stature for the bank while
at the same time developing new business. Assists the Regional Branch Sales Manager in
coordinating and overseeing of daily branch operations while serving as a role model for the staff
with a high level of professionalism and customer service skills. Must have strong leadership and
motivational skills, desire to grow within organization and be flexible in time required as an
Assistant Branch Sales Manager. This is a 40 hour per week position and may include working extra
hours in order to properly support the Customer Service line and Bank operations.
Primary Duties & Responsibilities:
- Staffing
- Is observant to recruitment of potential candidates for employment at all times
when encountering customer service excellence in business and personal situations.
- Is responsible for maintaining appropriate staffing levels by developing interviewing
techniques that help target the best candidate with the appropriate skill set and
customer service focus. Will work closely with the Human Resource Department to
properly identify candidates to fill open positions.
- Supervises all Customer Service Specialists, Head Customer Service Specialists and
Personal Bankers. Is responsible for the appropriate levels of staff training to ensure
job, product knowledge and sales skills are achieved according to the vision of Lake
Shore Savings Bank.
- Ensures that all staff members are properly cross trained to ensure the branch has
adequate support and back up for each position.
- Works with Personal Bankers and Customer Service Specialists to create a personal
development plan based on career desires using the Steps to Success program and
Personal Improvement Plans (PIP). Will provide semiannual one-on-one discussions
with each employee relative to overall performance and performance to goal
progression.
- Provides sales coaching to help each Personal Banker and Customer Service
Specialist improve and ensure their abilities in assisting our customers and
maximizing opportunities to build customer relationships.
- Assists Customer Service Specialists and Personal Bankers in diffusing any customer
concerns or issues. Will provide support with staffing issues where necessary as
well.
- When necessary, disciplines and discharges using the Progressive Discipline program
while working closely with the Vice President of HR, and consultation with the
Regional Branch Sales Manager.
- Is responsible for the delivery of branch staff Employee Performance Appraisals in a
timely and organized fashion. Will work closely with the Human Resource
Department to identify weaknesses/improvements and corrective measures that
need to occur.
- Responsible for the accurate and timely input of branch payroll, time sheets,
tracking of Time Away from Work and branch staff.
- Maintains the professional image at all times while representing the Bank, by
maintaining proper personal hygiene and appropriate business attire.
- Must represent the Bank in a positive manner at all times by providing customers
with exceptional customer service.
- Sales and Service
- Responsible for developing and maintaining customer and business relations
through outside business calls, daily contact with customers entering branch and
proactive contact with existing customers. Uses consultative sales approach to
develop relationships that help customers reach their financial goals.
- Must be willing to make outbound phone calls to existing customers and potential
new customers or other sales initiatives. The main purpose would be to alert them
to Lake Shore Savings products and promotions. Every effort should be made to
schedule an appointment.
- Fully knowledgeable in all products and services of the bank. Aware of all sales
promotions.
- Represents the Bank within their local community through a leadership role in an
appropriate service or non-profit organization that provides the opportunity to also
develop business.
Assists in On-Boarding process for all new accounts opened and ensures that staff
members use the process to build relationships.
- Provides guidance for customers and branch personnel concerning all products and
services provided by the Bank. Ensures that follow up contact occurs with
customers by Customer Service Specialists and Personal Bankers within 24 hours
either with final answer or update on progress.
- Assists the Regional Branch Sales Manager by conducting regular Sales and
Operational meetings. Briefs staff on sales goals, promotions, and other relevant
information. Motivates staff to cross sell products and services.
- Operations
- Accepts responsibility for all operations of the branch location assigned.
- Will assist all staff members in answering questions, solving customer and branch
concerns regarding all services provided by the bank.
- Ensures that all daily activities are completed in accordance with the requirements
of all internal controls as established by Bank policy.
- Ensures that the staff participates in the mandatory annual compliance training,
staff development and growth and promotes educational training within the branch.
- Required to open branch 5 minutes early and close branch 5 minutes late to ensure
highest level of accessibility for customers.
- Reviews all appropriate reports including closed accounts, overdrawn accounts, safe
deposit delinquency, manager reports, daily $10,000 report, may perform account
maintenance, process check orders, or ensure that these items are delegated
appropriately as required.
- Coordinates ordering of branch office supplies.
- Is responsible for the monthly tracking and quarterly input of the Incentive program
established for customer service staff.
- Interviews consumer loan applicants, gathers required information for a credit
application, and explains loan options, rates, terms, and all collateral requirements.
Qualifies borrowers for loans and provides documentation for proper underwriting
by running credit reports, analyzing information provided, verifying information with
creditors, the applicants, and the applicant’s employer. Requests and follows up on additional information required.
- Cross sells Lake Shore Savings Bank products to customers via lobby customers,
telephone inquiries, and potential customers outside of work hours.
- Assists in the development of mortgage customers, to include frequent visits to the
local realtors to promote mortgage products and ultimately enhance the branch
mortgage portfolio.
- Other
- Maintains inside and outside appearance of the branch to highest levels of
cleanliness
- Any other duties that may be assigned.
Skills and Abilities Required:
- A strong leadership role must be proven in prior work experience either internally or
externally.
- Can demonstrate success by achieving both individual and branch sales goals.
- Ability to accept and perform new job responsibilities as needed.
- Potential for further development and leadership opportunities must be an
objective of this individual in succeeding in personal and professional growth.
- A minimum of an Associate’s Degree or Bachelor’s Degree in the field of Business, or
prior success and achievement equal to 5 years of service in the business world in a
leadership position.
- Strong Computer Skills to include Outlook, Word, Excel and Power Point as well as
knowledge in Loan Doc and Fiserv Systems.
- Must maintain a high degree of confidentiality
- Must have excellent interpersonal and communication skills when interacting with
fellow staff members, management, board and customers.
- Solid product knowledge; proactive leadership in learning new products/services
and ensuring other staff members’ timely instruction of all products and services.
- Knowledge of IRA/HSA rules and documents
Mandatory Requirements:
- Must maintain knowledge to ensure compliance with Bank Secrecy Act regulations
and all other regulatory, security and Bank policies and procedures.
- Must maintain a positive work atmosphere by behaving and communicating in a
manner so that a positive working relationship with customers, coworkers and
managers exist.
- Must interact professionally with other employees, board members, customers and
external vendors.
- Must act in accordance with the Lake Shore Savings Bank Code of Conduct Policy.
- SAFE ACT Mortgage Licensing required (NMLS).
