Branch Sales Leader

2 weeks ago


Pewaukee, Wisconsin, United States WaterStone Bank Full time
Position Overview:
The Branch Sales Leader is accountable for overseeing sales initiatives and outcomes within the branch. This role involves coordinating and managing retail personnel, branch operations, and community engagement.

Key Responsibilities:


Collaborates with the Regional Manager to develop, track, and implement action plans aimed at achieving branch objectives that align with WaterStone Bank's strategic goals, financial controls, and profitability.

Inspires, mentors, and cultivates retail staff through training, constructive feedback, and performance evaluations.
Partners with the Regional Manager to ensure adequate staffing and address employee-related matters effectively.
Conducts recruitment, monitors staff development, assesses performance, and takes necessary actions regarding employment status.
Suggests promotions, salary adjustments, and recognition for outstanding performance.
Plans, organizes, and oversees branch administrative and operational workflows.
Ensures that branch personnel deliver prompt, efficient, accurate, and courteous service to clients in accordance with WSB service standards.
Originates and finalizes Consumer and Residential loans, ensuring all documentation is complete, precise, and compliant.

Maintains a thorough understanding of WSB's core processing systems, products and services, policies and procedures, and regulatory standards governing retail accounts.

Stays informed about industry trends, standards, and external factors that may impact the bank.
Identifies and proposes reasonable modifications to policies, procedures, and product offerings.
Performs additional duties as assigned.

Qualifications:
Experience Required: 3-5 years in sales and supervisory roles; 3-5 years in business development.

Preferred: 5 years in sales and supervisory roles and/or business development experience.

Education Required:
High School Diploma or equivalent (GED).

Preferred:
Associate's or Bachelor's Degree in business or a related field, or equivalent experience.

Working Conditions:

Must be adaptable in work schedule and capable of traveling between office locations as necessary, with proof of insurance.


Certifications, Licenses, Registration Required:
Completion of Banker Certification; a valid driver's license is mandatory. Driving record must comply with WaterStone Bank's Vehicle Safety Policy.
Direct Reports: 3-7 Direct Reports; Benefits: Comprehensive Medical, Dental, and Vision Insurance; 401(k) matching; Employee Stock Ownership Plan; Paid Time Off; Paid Holidays; Flexible Spending Account; and more.
WaterStone Bank is an Equal Opportunity Employer, promoting diversity and inclusion in the workplace.

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