TITLE : Branch Manager / Business Development Officer

LOCATION : Wynantskill

CLASSIFICATION : Full Time, Exempt

PAY GRADE : EX 60 ($67,500 - $106,100 annually)

AVAILABILITY : Monday-Thursday 8 : 15am-5 : 15pm, Friday 8 : 15am-6 : 15pm, Saturday 8 : 15am-12 : 15pm

Please inform your supervisor if you intend to post for this position*

Interested applicants can simply apply directly through the CAREER CENTER in ADP (Myself >

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Career Center)

Position Summary :

Implements and executes all sales efforts within the branch. Responsible for operational efficiencies and compliance. Confers with Market Leader on branch strategy and implementation.

Leads branch location and partnerships in the development and maintenance of all lines of business, including, but not limited to retail, commercial and Pioneer Wealth Management client relationships.

Essential Job Functions :

• Responsible for achieving established sales goals, including core deposit growth, through retention and development of existing client relationships by actively promoting and referring Pioneer Bank and Pioneer Wealth Management products and services.
• Solicits commercial business outside the branch office as well as cultivates retail business through networking and development of centers of influence.

Participates in appropriate community activities and organizations in order to enhance sales efforts and the visibility of the bank.

Works in conjunction with Business Banking Officer to formulate branch business development strategy.

• Collaborates with Pioneer Wealth Management Team to develop and coach branch staff. In addition, has a foundational knowledge of products / services with a proven ability of recognizing opportunities to develop and refer both retail and commercial relationships.
• Develops and executes coaching and sales strategy within the branch team. Builds competencies and confidence of branch staff in order to achieve team goals as assigned by Retail Management.

Consistently executes on this coaching strategy to meet or exceed the goal expectations.

• Upholds established customer service standards and expectations. Leads by example and holds branch team accountable to those standards.
• Oversees all functions of the branch to ensure all policies and procedures are adhered to on a daily basis.
• Handles scheduling, counseling, supervising, evaluating, and disciplining all personnel within the branch. Mentors, empowers, and develops all members of the management team.
• Provides continuous coaching and evaluation of staff sales efforts and monitors results to meet or exceed performance goals.
• Monitors staff compliance with all Bank policies and procedures within the branch, through training and counseling.
• Coaches team around security and compliance for the proper implementation and maintenance of security controls as set forth by the Bank's Security Officer.
• Advises Retail Management on market and community trends and / or other situations warranting bank management's involvement.
• Maintains control over and makes recommendations regarding the physical environment based on customer service, and employee and customer safety and security.

Addresses any injuries or illnesses promptly, alerting appropriate Bank management staff, depending on whether the incident involves a customer or employee.

Completes timely documentation of such incidents.

• Ensures that department practices comply with Federal and State laws and corporate human resource policies.
• Interviews, selects and trains staff in accordance with the Bank’s EEO / AA commitment. Evaluates performance and makes recommendations for advancement and merit increases.

Motivates and counsels assigned staff to increase professionalism, exceed customer service expectations, and encourage professional development.

• Ensures that department practices comply with Federal and State laws and corporate human resource policies; assists in the development, implementation and administration of human resource policies and programs.
• Promotes and complies with EEO (Equal Employment Opportunity) and Affirmative Action by identifying problem areas and establishing and meeting goals to eliminate underutilization of females, minorities, individuals with disabilities, disabled veterans, and veterans of the Vietnam era.
• Develops subordinates and others in the bank, when requested, for the purpose of succession planning.

Education & Experience :

• Minimum of 3 years financial industry experience, including responsibility for direct supervision of staff.
• Bachelor’s Degree preferred.
• Proven sales abilities and goal attainment with capacity to motivate branch staff to cross sell financial services.
• Experienced leader with proven ability to coach, lead, and mentor staff as required.
• Proven ability to grow, develop and retain client relationships with a fundamental understanding of commercial industries and high net worth retail clients.
• Complies with policies and procedures to maintain accuracy and meet deadlines.
• Bilingual ability a plus.
• Attainment of Notary Public certification preferred, or ability to obtain within 6 months of acceptance of position.
• Proficiency with MS Word and Excel, E-mail, internet software, and capacity to learn retail banking computer system is essential.
• Access to reliable transportation in order to travel on short notice plus valid driver's license and ability to maintain this throughout employment.
• Ability to maintain a flexible daily schedule including evenings and Saturdays.

Last updated : 2024-06-20