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Branch Sales Manager

1 month ago

Beverly Hills, United States City National Bank Full time

Overview:
**BRANCH SALES MANAGER**

**WHAT IS THE OPPORTUNITY?**

Responsible for acquiring new and deepening existing relationships with the intent of integrating both business & personal clients, as well as equal responsibility as a sales leader for the overall success of the branch sales functions in coordination with the Branch Manager. As a leader & coach, the Branch Sales Manager will enable their direct and indirect reports to be successful in their respective roles, providing regular coaching and ensuring the branch maintains high standards for risk and compliance, as well as contribute to the market and regional sales strategy. As an individual sales performer, the BSM will assist clients to meet their financial needs, providing sound financial advice and acting as a trusted strategic advisor.Responsible for all sales functions of the assigned branch with particular emphasis on managing a client-driven sales and service environment through the performance of the Relationship Bankers and Relationship Managers as well as their own individual sales attainment. This may be accomplished through active calling efforts and referrals from existing clients, providing the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy by referring new business to the appropriate segment/business partner. In addition to, the BSM and Branch Manager jointly plan, control and direct the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management, while also working to retain sales colleague talent and develop sales colleagues for further success. Key measures of success for the BSM and their sales team will include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.

**What you will do**
- People leadership & talent development - with the direction of the Branch Manager, coach Relationship Managers and Relationship Bankers to deliver meaningful interactions with clients and identifying development and growth opportunities; fulfill day-to-day people management responsibilities (e.g., recruitment, general support, training etc.). Includes ongoing sales management and review of activities and results and provides additional sales development training as needed, working collaboratively with Branch Manager to maximize colleague performance
- Acquire & deepen client relationships - generate new client relationships, and deepen existing client relationships within assigned client segments; provide senior support to sales team and act as a role model to lead by example & foster a proactive business development culture within the branch
- Business & Risk Management - remain updated on CNB’s credit & sales policies and procedures, and train branch Relationship Managers and Relationship Bankers to ensure adherence to the same; foster a strong sales environment through pricing and revenue generation while balancing compliance responsibilities (Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.)
- Partnering with a collaborative mindset - partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach; maintain strong relationships with key branch clients to ensure retention
- Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs
- Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices individually and for the branch sales team through collaboration with SME colleagues, leveraging internal training resources and required job family curriculum, while providing coaching and training to colleagues by accompanying them on client/prospect calls
- Client Centricity & Relationship Management - to understand a client’s realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses.
- Business Development - nurture existing client relationships, develop new long-term profitab

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