Experience Inc. Jobs

BRANCH SALES ASSISTANT MANAGER - ECR

Band:

Operational Leader

Reports To:

Market Manager

Job Code:

OL - 204

Department:

Sales and Distribution

FLSA Status:

Exempt

Division:

Sales and Distribution

Job Summary

The Branch Sales Assistant Manager, under the

direction and guidance of the Branch Manager, supervises, coordinates, coaches

to develop Branch employees’ orientation towards the sales culture, achievement

of goals and objectives, and delivery of service quality in accordance with

established guidelines, policies, procedures and regulations. Assists and supports the Branch Manager’s

efforts towards managing within an operationally sound and controlled

environment.

Essential Responsibilities

Affects the productivity of the sales force by monitoring,

coaching, and evaluating individual/team performance as it relates to the

application of sales techniques/methods and the achievement of objectives.

Ensures the delivery of service levels that meet the established

criteria and standards of the organization.

Supervises, evaluates and promotes the development of the sales

team, as well as recommends salary increases, promotions and training.

Monitors to ensure that all branch human resources, systems and work

programs are focused on maximizing the sales efforts, including the

referral process.

Supervises the selling process, ensuring compliance by sales staff

of applicable laws, rules, regulations, and policies and ensures that

required documentation is appropriately captured, recorded, and retained.

Delivers upon the cross selling program; enforces application and

compliance with the sales strategies and the bank’s established referral

program/concept (OSS).

Oversees compliance with established direct sales campaigns and

other related sales strategies.

Coordinates and leads staff meetings with the purpose of keeping

staff informed about results, new strategies, and goals.

Oversees compliance with all related policies and procedures,

notifying Branch Manager and all other appropriate personnel of identified

breaches and participating in the resolution or correction of noted

violations.

Promotes the growth of the branch personal loans portfolio by

motivating the sales force towards the achievement of branch goals,

supervising the process, including the disbursement process and the

delivery of acceptable service levels.

Assists with maximizing branch growth by participating and

contributing to planning and development activities.

Assists Branch Manager with audit preparedness and investigations

Complies with all related laws and regulations, including but not

limited to Bank Secrecy Act, Truth in Savings, Truth in Lending and

Community Reinvestment Act.

Assists with the promotion and maintenance of business stability

and retention of clients.

Encourages and supports the implementation and utilization of the

Total Quality Program, ensuring compliance with the requirements and

adherence to the quality standards defined.

Receives and routes commercial credit applications in the absence

of or upon delegation by the Branch Manager, assisting so that established

turn times and procedures are met.

Serves in the capacity of the Branch Manager during the absence of

the Branch Manager, ensuring the continuation of day-to-day operations of

the business.

Performs other related duties as assigned.

Supervisory Responsibilities

This position has

direct supervisory responsibilities for the Sales and Service

Representatives. Serves in the absence

of the Branch Manager, ensuring maintenance of established standards and

operational procedures.

In smaller retail

branch banking facilities, supervisory responsibilities include that of the

Service Representatives.

Competencies

·

Supervisory skills, including but not limited to

coaching, monitoring, evaluating performance, and motivational skills

·

Selling and Marketing techniques

·

Knowledge of the structure and content of the

English language including the meaning

and spelling of words, rules of composition, and grammar

·

Computer literate and proficient in MS Office

and other computer systems specific to the financial services industry.

·

Knowledge of Banking laws and regulations and

bank products and services

·

Capacity to analyze business information and

data and present alternatives

·

Problem resolution skills

·

Leadership orientation and skills

·

Ability to work with and/or lead teams

·

Knowledge of banking products and services

·

Sales and service orientation, with extensive

interpersonal and team building skills

·

Communication and presentation skills

·

Knowledge of administrative and clerical

procedures; managing files and record; and other related duties

·

Capacity to establish and maintain positive

relationships

·

Capacity to contribute to strategic planning

activities, and/or implement and administer a work plan inclusive of retail and

commercial strategies

·

Ability to work holidays, weekends, and flexible

schedules to support the Retail Branch Banking environment.

Independence of Judgment

The degree of

judgment is limited to the identification, defining and the recommendation of

solutions to problems of moderate-to-above moderate complexity. Final decisions regarding resolution of

identified problems must be approved by staff senior to this position.

Impact of Errors

Errors can impact

the ability to remain in the position, as well as they can impact the

accomplishment of the business objectives, the relationship with subordinate

staff, the organization’s image and external clients. Errors can result in legal and financial

consequences.

Interpersonal Communication

This position

requires significant degree of interpersonal communications with and between

internal and external clients with diverse associations.

Physical Demands

Reasonable

accommodations may be made to enable individuals with disabilities to perform

the essential functions of this job.

Specific vision abilities are required to include, but not limited to,

close and distance vision. Employee in

this position is required to sit, stand, walk, use hands and fingers to reach,

handle, feel, and perform data entry activities; talk and hear. Some activities of this position may occur

outside of the normal, typical office/bank environment.

Education

Associate’s Degree,

preferable in Business Administration or Finance or related field of study.

Experience

·

Minimum of 3 years experience in a supervisory

role, preferably in a financial services environment.

·

Minimum of 3 years experience in a sales role,

preferably in a financial services environment.

EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER