Branch Sales Assistant Manager - ECR
Band: Operational Leader
Reports To: Market Manager
Job Code: OL-204
Department: Sales and Distribution
Division: Sales and Distribution
FLSA Status: Exempt
Job Summary:
The Branch Sales Assistant Manager, under the direction and guidance of the Branch Manager, is responsible for supervising, coordinating, and coaching branch employees to foster a strong sales culture, achieve performance goals, and deliver exceptional service. This role supports the Branch Manager in maintaining an operationally sound and compliant environment, aligned with internal policies and regulatory requirements.
Essential Responsibilities:
Monitor, coach, and evaluate individual and team performance to enhance sales effectiveness and goal achievement.
Ensure service delivery meets organizational standards and customer expectations.
Supervise and support the development of the sales team, including performance evaluations, training, and
recommendations for promotions or salary adjustments.
Align branch resources and systems to support sales initiatives and referral programs.
Oversee the sales process to ensure compliance with applicable laws, regulations, and internal policies.
Enforce the bank's cross-selling and referral strategies (OSS).
Lead and ensure adherence to direct sales campaigns and related initiatives.
Conduct regular staff meetings to communicate performance results, new strategies, and goals.
Monitor compliance with policies and procedures, report breaches, and assist in corrective actions.
Drive growth of the personal loans portfolio by motivating the team and overseeing the disbursement process.
Contribute to branch growth through planning and development activities.
Assist with audit readiness and investigations.
Ensure compliance with all applicable laws and regulations, including BSA, TISA, TILA, and CRA.
Support client retention and business stability efforts.
Promote and ensure adherence to the Total Quality Program and its standards.
Receive and route commercial credit applications in the absence of the Branch Manager.
Serve as acting Branch Manager during their absence to ensure continuity of operations.
Perform other related duties as assigned.
Supervisory Responsibilities:
This position directly supervises the Sales and Service Representatives and the Service Representatives, and assumes full leadership responsibilities in the absence of the Branch Manager.
Competencies:
Strong supervisory and coaching skills
Sales and marketing expertise
Excellent verbal and written communication skills
Proficiency in Microsoft Office and banking systems
Knowledge of banking laws, regulations, and products
Analytical and problem-solving abilities
Leadership and team-building capabilities
Strategic planning and execution
Customer service orientation
Organizational and administrative skills
Ability to work flexible schedules, including weekends and holidays
Independence of Judgment:
This role involves identifying and recommending solutions to moderately complex issues. Final decisions require approval from senior staff.
Impact of Errors:
Errors may affect business objectives, client relationships, and the organization's reputation. Mistakes can also result in legal or financial consequences.
Interpersonal Communication:
Requires frequent interaction with internal and external clients across various levels and backgrounds.
Physical Demands:
Reasonable accommodations may be made for individuals with disabilities. The role requires sitting, standing, walking, data entry, and occasional off-site activities. Vision requirements include both close and distance vision.
Education:
Associate's Degree in Business Administration, Finance, or a related field is preferred.
Experience:
Minimum of 3 years in a supervisory role, preferably within financial services
Minimum of 3 years in a sales role, preferably within financial services
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