Business Branch Manager I

2 weeks ago


Charlottesville, United States Atlantic Union Bank Full time

** Business Branch Manager I (Pantops Branch)**

**Job Category****:** Retail **Requisition Number****:** BUSIN005453 Showing 1 location **Job Details**

**Description**

**Position Description**

Primary responsibility for outbound business development to expand the branchs client base as well as management of all aspects of performance within the Business Branch, including results in branch sales, service and operations. This position provides strategic and experienced leadership and management for a high-opportunity branch team ensuring profitability, growth, and sound operations, with a particular focus on acquiring, expanding and retaining a portfolio of business clients along with business ownership and their employees. This position is responsible for driving branch teammates to provide an exceptional client experience while assisting new and existing customers through needs-based conversation and providing appropriate solutions to meet immediate, short-term and long-term financial needs, including through referrals to multiple lines of business.

**Position Accountabilities**

* Acquire, retain and expand client relationships with a particular focus on deposit accounts, related treasury management services, loans, and fee-based services, along with successful referral to partners in Commercial, Treasury, Mortgage and Wealth.

* Achieve strong individual and team sales/referral performance in deposits, loans, investments, and other product lines.

* Develop and execute plans to meet/exceed branch sales goals while maintaining an operationally efficient and compliant branch.

* Drive growth through outside business development with a focus on operating businesses.

* Demonstrate thorough knowledge and aptitude in all aspects of deposit and loan sales, including product knowledge, operational processes, account analysis, treasury management services, online banking and other digital channels.

* Prepare and maintain a personal marketing plan (PMP) based upon priority industry segments.

* Conduct outbound sales calls to prospects identified in the PMP to generate client portfolio growth.

* Effectively call on and develop relationships with centers of influence to generate referrals.

* Direct, lead, and coach superior sales and service behaviors and activities by the entire branch team.

* Successfully execute Performance Leadership routines, coaching teammates, and utilizing branch performance metrics in order to manage and measure branch success.

* Build collaborative relationships with line of business partners.

* Retain and grow portfolio through wellness calls on existing clients.

* Represent the Bank in targeted business or community organizations as well as participate in Bank-sponsored events and maintain a business referral network.

* Coach, train, and develop branch team through formal observations and coaching sessions.

* Manage the branch, its personnel, and activities related to excellence in sales, service and operations.

* Provide directly, and via branch teammates, excellent client experiences through needs-based conversations.

* Maintain proficiency and educate teammates on products, services and digital capabilities (e.g., Zoom, DocuSign, Kronos, and Gro).

* Manage teammate performance development process including performance reviews.

* Interview and hire teammates to fill branch positions.

* Analyze reports and via analytical dashboard and other sources to assess performance and make necessary adjustments.

* Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares BSA/AML Policy and Procedures.

**Organizational Relationship**

This position reports to the Market Leader

**Position Qualifications**

**Education & Experience**

* Bachelor's Degree or equivalent work experience

* Five plus years retail banking experience

* Three plus years of management experience in a sales environment

**Knowledge & Skills**

* Extensive experience in banking sales, service and operations

* Strong desire and proven ability to win relationships with business prospects

* Advanced, demonstrable knowledge of both outside and inside sales processes and best practices

* Excellent oral and written communications and presentation skills, including proficiency in video conferencing

* Intelligent, analytical, creative and strategic, yet able to attend to details of execution with tremendous energy and drive

* Proven ability to solve problems and make sound business decisions

* A dynamic leader who leads by example and is capable of inspiring others Demonstrated ability to promote and sell business and consumer bank products and services

* Proven action-oriented leadership and client service skills

* Proficient computer skills, including Microsoft Office

* Ability to handle multiple tasks with attention to detail

* Flexible, able to adapt to change

* Ability to travel based on business need

* Evening and weekend hours required based on business need

**Qualifications**

**Skills**

**Behaviors**

**:**

**Motivations**

**:**

**Education**

**Experience**

**Licenses & Certifications**


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