What are the responsibilities and job description for the Client Experience Manager position at Bay State Bank?
Company Overview :
Established in 1895, Bay State Savings Bank is an approximately $500MM, Massachusetts-based mutual Bank. BSSB has six branch locations in central Massachusetts and operates one education branch within a high school. BSSB is the only remaining mutual savings bank originally headquartered in Worcester, Massachusetts. BSSB is a value-driven organization committed to international actions and investments that position the Bank as the communities’ preferred choice for Banking.
Position Description :
Provides leadership, motivation, coaching, training, and assessment to ensure optimum team and individual performance in support of the branch’s goals and objectives. Ensure the overall success of operational efficiency, deposit / loan and fee income growth, service quality, budget achievement and product selection to ensure customer growth and retention working closely with the Market Relationship Manager. Ensures compliance with all banking laws, rules, regulations, and prescribed polices / practices / procedures necessary to reduce risk and uphold ethical standards. Supports the Bank’s mission, culture, and values.
Key Responsibilities :
- Ensure branch sales and referral goals are met including loan & deposit growth, referrals to business partners, budget targets, operations, compliance and service standards through effective leadership, initiatives, and coaching, of staff regularly.
- Meets or exceeds all individually assigned goals including loan & deposit growth, referrals to business partners, budget targets, operations, compliance, and service standards.
- Expand wallet share by cross selling additional products and services to meet the needs of the customers and prospects to foster profitable and valued relationships.
- Provides a positive role model for staff by demonstrating strong ownership and urgency of day-to-day duties and goals.
- Ensures staff is updated with product, policy, and / or procedure changes for all systems and service standards.
- Responsible for cash supply is maintained within all established limits and is secured properly.
- Responsible for the day-to-day branch operations including opening / closing the branch and making necessary decisions to ensure day-to-day operations are being managed appropriately and with the customer needs always being met or exceeded.
- Is responsible to ensure standards are met for overall service level of the branch including customer interactions both in person and via telephone as well as inter-departmental relations.
- Responsible for the hiring and development of staff including coaching, training, performance evaluations, corrective action, and successful scheduling to ensure proper coverage. This may, at times, require additional hours worked, uncertain schedule day-to-day and flexibility to work on days not typically scheduled.
- Completes required on-line compliance and security training and ensures all employees complete their assigned training as well. Report discrepancies to senior management.
- Ensure all monthly audits and compliance items are performed and submitted on time.
- Maintains and expects a professional image for all branch staff.
- Establishes priorities for assignments and meets all deadlines with limited supervision.
- Develops a team spirit among subordinates and peer group by leading by example, demonstrating a positive demeanor even when stressful situations arise.
- Ensures standards are met for professional presentation of office and all marketing materials are current and compliant.
- Support Bank initiatives within the community to promote the Bank’s image and growth ensuring that Bay State Savings Bank maintains a strong local presence.
- Responsible for the ensuring daily operational reports are completed within the established time.
Qualifications, Education and Experience :
