Choiceone Financial Services, Inc. Imlay City , MI 48444
Posted 2 weeks ago
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Description
Assistant Branch Manager
Non-Exempt
Equal Employment Opportunity
Corporate Values & Mission
"Provide superior service, quality advice and show our utmost respect to everyone we meet."
General Summary
Oversees the day-to-day sales and leadership of the branch. Responsible for the development of customer relationships through the offering of a full scope of Bank products/services. Responsible for meeting and exceeding branch sales goals. Responsible for full management of the branch in the absence of the Branch Manager. All branch staff report to the Assistant Branch Manager.
Reports To: Branch Manager
Essential Duties and Responsibilities
Review business plans and objectives with Branch Manager.
Participate in the decision-making process within the branch.
Partner with Branch Manager to meet branch goals and objectives.
Oversee day-to-day sales activities in the branch continually update Branch Manager on pending challenges.
Recommend retail banking products and services to customers and prospects. Manage and service relationships and cross-sell all appropriate products and services.
Provide a broad base of financial and credit services with the goal of acquiring 100% of the customer's business.
Make outbound sales calls, recommend appropriate products and services to current customers.
Process loan applications and close loans
Coach, mentor, and train all staff members in sales and relationship development.
Accountable for all branch sales and referral goals.
Work jointly with Branch Manager to establish goals and hold staff accountable.
Assist with the operational requirements of the branch.
Establish close relationships and refer business to assigned partners including Mortgage, Investments, and Commercial Lenders and Private Bankers.
Conduct KPR and Annual Reviews for all Branch Staff.
Take responsibility of clients' challenges and opportunities, and effectively resolve them in a timely manner.
Maintain customer confidentiality at all times.
Additional responsibilities as assigned.
Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
Be familiar with and comply with all federal and state banking regulations as applicable.
Supervisory Responsibilities May have direct or indirect reporting responsibility for staff. Carries out supervisory responsibilities including interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; handling complaints and resolving problems.
Competencies
Communication
Quality
Delegation
Judgment
Project Management
Initiative
Requirements
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
High School Diploma or equivalent required
Bachelor's Degree in business-related major or equivalent of two (2) years successful sales experience, preferably in financial services.
Minimum of three (3) to five (4) years in banking or equivalent education.
Licenses & Designations
NMLS
Physical Demands and Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. This position is not remote-eligible.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
Choiceone Financial Services, Inc.