Customer Service and Sales Leader

2 weeks ago

Cleveland, Ohio, United States United Community Bank Full time

POSITION SUMMARY

The Assistant Branch Manager plays a vital role in supporting the Branch Manager by engaging in a wide range of customer service and sales functions, while also facilitating lending operations to foster branch expansion. This position is instrumental in mentoring, developing, and overseeing all branch personnel. The Assistant Branch Manager actively contributes to achieving sales and service objectives and upholding operational excellence. Additionally, this role involves strengthening customer relationships through proactive outreach, customer profiling, and assessing client needs. The Assistant Branch Manager also aids in the consumer and small business loan processes and assumes managerial responsibilities in the absence of the Branch Manager.

EDUCATIONAL AND EXPERIENCE REQUIREMENTS

  • High school diploma or equivalent; Bachelor's degree is preferred.
  • At least 3 years of experience in sales and service within a retail or financial services environment.
  • Experience in consumer/residential lending is preferred.
  • Supervisory experience is required.
  • Strong interpersonal communication skills are essential.
  • Familiarity with Consumer and Small Business Lending Operations, Teller and CSR functions, as well as bank products and services.
  • Proficiency in Microsoft Office applications.
  • Excellent written and verbal communication abilities.
  • Adaptability to change is crucial.
  • Background knowledge of financial operating policies, banking regulations (both state and federal), employee development, and public relations is preferred.
  • Participation in all mandatory compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online courses, meetings, and seminars/conferences.

KEY RESPONSIBILITIES

  • Assists the Branch Manager with overall operations in Loan Support, Teller, and CSR areas.
  • Cross-trained to operate a Teller window during peak customer periods or staffing shortages, and to fill in as a CSR when necessary.
  • Aids the Head Teller in preparing monthly reports on Teller Transactions and Teller Over and Short Reports, as well as quarterly self-assessments.
  • Assists in interviewing applicants for consumer and small business loans and facilitates the loan application process as needed.
  • Keeps updated on all training related to regulations affecting lending and deposit areas, as well as branch operations.
  • Cultivates new relationships and accounts, actively cross-selling bank products and services through outreach efforts.
  • Updates and monitors sales activities using appropriate tracking tools.
  • Maintains awareness of security policies and procedures.
  • Supports the achievement of internal performance targets for branch sales, deposit and loan growth, and audit report quality.
  • Motivates, trains, and coaches employees to meet branch objectives. Assists with scheduling, performance evaluations, and, when necessary, disciplinary actions for staff.
  • Represents the financial institution in community activities, which may include civic duties and business development initiatives.

SUPERVISORY RESPONSIBILITIES

In the absence of the Branch Manager, the Assistant Branch Manager is accountable for coaching, developing, and managing the performance of branch employees.

WORK ENVIRONMENT

This is a full-time role that requires flexibility in scheduling to accommodate evening and weekend work as necessary.

TRAVEL REQUIREMENTS

This position may require up to 25% travel.

EQUAL OPPORTUNITY EMPLOYER

We are committed to providing equal employment opportunities and do not discriminate against any employee or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, veteran status, disability, or any other protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

This job description is not intended to be an exhaustive list of all duties, responsibilities, and activities that may be required of the employee. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.

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