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Consumer Engagement Leader

3 months ago

Parsippany, United States Blue Foundry Bank Full time
Job DescriptionJob Description

About Blue Foundry Bank
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.

At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.

In addition, our comprehensive compensation package includes; medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.


Position Summary

The Consumer Engagement Leader is responsible for leading the Consumer Branch Management team to boost customer engagement through a strong sales and service culture. This includes managing staffing processes, performance evaluations, disciplinary actions, coaching, employee development, and providing feedback. They will oversee branch management staff and operations to meet customer financial needs, executive goals, and ensure operational excellence.

The role involves creating and implementing strategies to achieve deposit and loan goals, ensuring policy compliance, and delivering outstanding customer experience.

Additionally, the Consumer Engagement Leader conducts formal monthly branch evaluations and hosts branch manager meetings to maintain effective communication across the branch network.


Primary Responsibilities

  • Leads the branch team members to achieve the Bank’s consumer growth objectives, onboard new consumer deposit and loan customers, deepen consumer banking relationships through the identification of needs and cross-selling of consumer deposit and loan products, and to increase customer engagement via the delivery of exceptionally high levels of customer service
  • Ensures operational excellence and adherence to quality of work standards, especially as it pertains to new account opening, account maintenance changes, cash handling, financial transactions, reconciliations, etc.; ensures adherence to all established controls; holds employees accountable for quality of work
  • Collaborates effectively with the Quality Control Manager to ensure errors or quality of work issues are identified immediately and corrected without delay
  • Performs interviewing and hiring for the branch network
  • Develops and foster a sales culture centered around branch activities and behaviors to expand and develop new and existing customer relationships
  • Collaborates closely with the Sales Support Manager and the Consumer Training Leader to ensure consistent, effective delivery of new products, consumer campaigns and that the service culture is presented effectively to our Bank customers
  • Motivates and lead teams to achieve goals; holds team accountable for performance
  • Oversees Branch Managers, performs formal on site, surprise evaluations for each branch at least once per month
  • Performs one monthly scheduled visit per branch to review goal progress, reinforce current action plans, review pipelines, etc.
  • Performs role plays with branch employees to ensure they are providing accurate product and service educational conversations to ensure the financial needs of our customers are met
  • Collaborates with various departments, especially Commercial Banking, Operations, Digital Banking, Training and Marketing to ensure teams are adhering to proper procedures, and ensuring an excellent customer experience

Additional Responsibilities

  • Participates in Project Teams as needed
  • Attends individual branch team meetings at least once per quarter
  • Hosts Branch Manager meetings monthly
  • Supports the Foundation as needed; coordinates and participates in community events to increase awareness of Blue Foundry Bank
  • Delivers and executes Branch Managers annual reviews
  • Identifies skill gaps and recommends training to the Consumer Training Leader
  • Works with branch teams to establish and maintain enthusiasm and a passion for quality customer service
  • Consistently works with branch teams to implement new sales techniques to achieve goals
  • Reinforces action plans to help drive current Bank promotions
  • Leverages and develops reports to track individual and team goal attainment
  • Assist in the accurate and efficient compilation of branch audit requests
  • Performs other duties as required

Position Requirements

  • Minimum of a four-year college degree or related experience
  • Minimum 10 years of proven experience in management, sales, and business development
  • Excellent supervisory and leadership skills
  • Excellent interpersonal and communications skills, both written and verbal
  • Extensive knowledge of retail banking regulations and retail branch operations
  • Must be mobile to meet the needs of the business, working flexible hours in various branch locations
  • May be required to work extended hours, including weekends
  • Ability to interact with others in a positive manner
  • Strong computer and management skills
  • Strong coaching, mentoring, feedback and follow up skills are a necessity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.

Come join the Blue Crew community and be part of our success