Sales Manager I

General Summary

The Sales Manager I is an energetic, accountable, knowledgeable servant leader who has the proven ability to nurture relationships and promote sales growth. The Sales Manager I works to develop their team members and provide leadership towards success in line with the bank’s vision, mission, and values. The Sales Manager I is responsible for holding their team members accountable for delivering an exceptional customer experience, sales growth achievement, and sales office policies and procedures. The Sales Manager I fosters the development of long-lasting profitable relationships throughout every customer interaction, contributing to the bank’s Strategic Plan.

Essential Functions

This position requires flexible hours to include some rotating Saturday’s; typically manages an 8am to 5pm office.

Customer Relationship Development

Knowledge of principles and methods for showing, promoting, and selling and servicing products or services. This includes product demonstration and sales techniques.

Leads consistent focus on delivering an exceptional customer experience to new and existing customers by demonstrating Raving Fans behaviors and use of the Winning Play . The Sales Manager I is required to manage all aspects of the customer relationship.

Actively listens for opportunities to cross-sell additional products and services to achieve Sales and Service goals.

Resolves customer complaints regarding sales and service

Partners with the Sales Office team and the Sales Officers to achieve sales and service attainments, and deposit and loan growth attainment

Leads team to meet sales referral goals

Partners with Area Sales Leader to establish sales and service objectives by forecasting and developing sales and service goals

Analyzes business results and creates action plans to achieve sales and service goals

Team Relationship Development

Identifies the development needs of others and coaches, mentors, and helps others improve their knowledge and skills

Conducts one-on-one meetings with each team member to help create and execute his/her Individual Development Plan (IDP)

Consults with Area Sales Leader, Team Member Care, and Human Resources with promotional opportunities, transfer requests, hiring, performance correction notices, and termination decisions for assigned staff

Conducts and schedules cross-training opportunities for team members

Leads team meetings to communicate policies and procedures; products and services; goals and attainments; and other essential information with assigned staff

Creates an environment of open, honest, and forthright communication

Responsible for implementing and acting on feedback gathered from team member surveys

Branch Operations

Serves as a good steward of all controllable expenses that are entrusted

Ensures adherence to policies and procedures

Collaborates with the Head Teller to ensure all policies and procedures are being followed

Manages the EIM process

Supervises day-to-day operations of the Sales Office

Reviews safe deposit box contracts and ensures accuracy of records

Opens and services deposit accounts, including but not limited to: Answers customer inquiries and resolve issues

Accepts stop payments

Orders checks and deposit slips

Completes onboarding process, including, thank you notes and follow up phone calls within allotted time

Accepts and processes wire transfer requests

Assists in collection of cash items

Completes Synapsys events

Approves overdraft privileges for consumer and commercial accounts according to bank guidelines

Ensures the visual standards of the facility

Supporting Sales Officers

Collaborates with the Sales Officer(s) to remotely support the loan flow and deliver an exceptional customer experience

Assists the Sales Officer(s) as needed. Required knowledge and skills may vary by Sales Office.

Compliance

Ensures all regulatory requirements, bank policies and procedures are followed while servicing new and existing customer accounts

Resolves deposit ticklers, safe deposit box ticklers, and loan technical exceptions in a timely manner

Adheres to all security requirements

Completes all required training assignments in a timely manner

Working Conditions

Generally good, with little exposure to noise, extreme temperatures, dust, or other adverse factors

Considerable effort and eyestrain from continuously verifying the accuracy of all work leaving the department

Minimum Level of Preparation and Training

Undergraduate degree or equivalent experience in the financial services industry or related field preferred

BIU completion preferred

2 years of direct sales and service experience preferred

Previous team leadership experience required

Teller and Relationship Banker experience preferred

Required Abilities, Knowledge, and Skills

Ability to coach, mentor, develop, and manage team members

Ability to develop thorough understanding of bank policies, procedures, and guidelines

Ability to develop knowledge of the bank’s products, services, and processes

Ability to accomplish multiple objectives in a fast-paced environment

Ability to develop a thorough understanding of bank specific software and other basic office equipment; willingness to embrace technology

Ability to further develop consumer and commercial relationships and cross-sell additional products and services to match customer’s needs and wants

Excellent communication, teamwork, and customer service skills

Strong organizational, decision making, time management, and presentation skills

Working knowledge of Microsoft Office Applications, such as, Word, Excel, Outlook, and TEAMS

Employees are required to perform other duties as assigned by management. Management reserves the right to change this job description as needed .