Branch Sales Manager

The Richwood Banking Company • Delaware, OH • 1d ago

Branch Sales Manager - Delaware

At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.?

Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank -- as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.?

The Branch Sales Manager is a leadership position oversees the branch customer relationships and the operational functions to keep facilities and processes running smoothly. A primary function is managing, leading, and evaluating staff to ensure they achieve their highest level of customer service as well as personal development goals.

This position drives growth of the full spectrum of banking services provided by Richwood Bank, from handling consumer products in branch to referring all ancillary services. They are responsible for the procurement of new external relationships, focusing efforts on a list of "Top 100" Prospects. Their goal is to acquire new relationships and strengthen existing customer relationships. It is essential to coordinate the customer relationship with the Lending team as well as branch personnel to ensure success for both the Bank and the customer.

Richwood Bank prides itself on unique culture and all team members should be active and engaged participants

Richwood Bank has a comprehensive benefits package for full-time employees including, but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full time and part time employees have access to a 401(k) plan, and enhanced Wellness program, tuition reimbursement, and tons of professional development opportunities!

Essential Functions

?Oversee the branch management functions

?Understands Richwood Bank Products and recognizes when opportunities arise for customers to benefit from them.

?Evaluates the customer's abilities to integrate the products and recommends as appropriate.

?Communicate with customers concerning onboarding timelines and communicates internally on the CRM process.

?Completes compliance documentation to protect the bank and customers from risk

?Participates on volunteer community Board/Boards and Volunteer at bank events.

?Performs the internal Relationship Building Sales Program (Profit Rich Sales Process).

?Identify opportunities to interact with customers/prospects that display personal interest in their profession, industry or community

?Makes retention and sales calls weekly and log them in the CRM

?Update Funnel and notes in the CRM daily

?Refer all loan and business product opportunities to the proper departments or officers on any prospects being worked using the CRM

?Coordinate with team members that best fit the prospects needs for sales calls when needed

?Work with customer relationship manager on Bid/Agreements (RFPs) when needed.

?Communicate and connect with the rest of the internal Regional Development Team.

?Continue to cultivate relations with current Top 100. Advise them of new products as needed

?and invites to events that pertain to their industry. Go onsite with client to review current relationship portfolio and find efficient ways to add value for their

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