What are the responsibilities and job description for the Branch Relationship Manager position at Savings Bank of Danbury?
About the Organization
We are people serving people. Established in 1849, Ives Bank is a full-service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access to their accounts and manage their money anytime, on the go. We are committed to employing highly-motivated people who value customer care, professionalism, and team success.
EOE Statement
Ives Bank is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Position
Branch Relationship Manager
Full-Time / Part-Time
Full-Time
Description
Job Title : Branch Relationship Manager
Department : Retail Banking
Location : Greater Waterbury Area
Reports To : SVP, Retail Banking
Direct Reports : 1 to 2 direct, 2-5 indirect
Summary : The Branch Relationship Manager is responsible for successfully leading their branch sales and relationship building, including its daily operations,service quality, and financial performance. Works with group leaders and assigned staff members with service as a Bank-wide focus.
Key responsibilities include, team leadership, meeting / exceeding branch performance goals, managing all aspects of branch operations, maintaining a high level of service quality, producing accurate branch service quality, producing accurate branch reporting, branch compliance, branch security, assisting with sales / marketing activities and maintaining branch condition.
Branch and Personal Sales Performance Goals / Reporting
- Achieve branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals
- Provide sales support to team utilizing sales coaching techniques to ensure established branch goals are attained
- Open, cross sell, maintains existing accounts and products to new and existing customers; monitor sales for team daily
- Take a proactive sales and service approach by following up with customers, making calls with an emphasis on setting appointments for other financial needs.
- Assist in outside sales calls on local businesses as needed.
- Work with assigned Community Development Manager, Mortgage, Commercial and Investment Representatives to meet required monthly referral goals
- Review and monitor referrals in CRM and Excel
- Proactively notify Retail Branch Support Manager of situations related to personnel, customers, competition and market trends that have the potential to affect future performance
- Prepare and implement a cross-training plan with each staff member on products and services.
- Work with staff on making recommendations for customers by using open-ended questions.
- Expands branch network and sales opportunities by developing relationships with individuals and businesses throughout the community
- Obtains appropriate approval for customer exceptions as required by the bank policy
- Conduct bi-weekly one-on-one meetings with each employee to assess development needs
Team Leadership / General Management
Service / Branch Operations
Position Requirements
Educational and experience requirements include :
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hours Per Week
None Specified
This position is currently accepting applications.
