Business Banking Manager
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Job Summary
SUMMARY
Works under the general supervision of the Business Banking Market Manager. Responsible for the efficient operation of the assigned branch including operational integrity branch processes bank products service standards security and safety in accordance with the Banks objectives. Provides a superior level of customer service and promotes the service and sales culture through coaching guidance and staff motivation. Provides leadership training and supervision to the branch staff. Through a consultative approach the Business Banking manager identifies opportunities to deepen existing relationships and identify new relationships by uncovering needs and offering appropriate products and services.
Maintains an expertise in risk management and branch policies and procedures and is responsible for monitoring and auditing the branch offices for compliance with established policies and procedures. Acts as a point of escalation for questions or problem resolution.
Based on the needs of the individual branch the expectation is that approximately 40% of efforts be allocated towards outbound sales activities and deepening current client relationships to include: calling on prospect and client lead lists setting and attending face to face meetings and building brand awareness within the surrounding markets by networking within the community
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Ensures client satisfaction and account retention through quality service
- Handles client requests and complaints with prompt professional and courteous attention Understands and complies with Bank policies procedures and regulations governing job responsibilities
- Responsible for transaction approvals within assigned limits
- Lead and actively participate in daily warm up and monthly branch staff meetings and discusses branch products sales service and soundness. Ensures that all employees are well versed in all Bank products
- Holds keys and Alarm Code to the branch; Opens and closes the branch
- Responsible for staffing branch performance appraisals promotions salary actions and terminations:
- Plans and adheres to staffing budget
- Minimizes employee turnover rate
- Provides the accurate and timely presentation of Performance appraisals counselings and status changes.
- Exercise sound judgment and compliance with policy regarding promotion and salary actions.
- Responsible for employee development and provides training as needed
- Responsible for ensuring satisfactory audit ratings; managing critical operational metrics to minimize risks and losses; maintaining ambitious standards for control/certifications monetary transactions security and account opening activities; ensuring the branch staff is trained and follows policies and procedures; and operating within the Banks guidelines
- Communicates Bank policies procedures and regulations to branch personnel and ensures all staff members are familiar with and aware of any changes
- Identifies opportunities for process improvement to optimize branch operational performance Reviews and analyzes existing business-specific work processes. Proposes and prioritizes changes and improvements for the branch environment. Serves as a champion for process changes and initiatives
- Prepares reports and completes special projects as requested by management
- Participates in training deemed necessary by the Bank
- Achieves individual as well as branch goals and contributes to the success of the Bank
- expected to know and follow the Banks compliance policies and procedures as required by the Compliance Department.
ADDITIONAL RESPONSIBILITIES
- Demonstrates high degree of professionalism in communication attitude and teamwork with customers peers and management
- Demonstrates high level of quality work attendance and appearance
- Adheres to all Company Policies & Procedures and Safety Regulations
- Adheres to local state and federal laws
- Understands and complies with all company rules and regulations
- Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to your position and job responsibilities with an emphasis on the BSA/AML/CIP Consumer Privacy Regulation CC Information Security Bank Protection Act FACT-Identity Theft Information Technology and GLBA.
- Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES
This position does have supervisory responsibilities
MINIMUM QUALIFICATIONS
- Basic knowledge of retail product philosophy policy procedures documentation and systems
- Thorough knowledge of all retail products and services
- Proven client service and interpersonal skills
- Effective selling cross selling and referral skills
- Strong mathematical problem-solving and negation skills
- Ability to analyze client credit data and other related financial information
COMPETENCIES:
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
PHYSICAL DEMANDS:In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow individuals with disabilities to perform the essential functions of the job.
- Standing walking and squatting less than fifty percent of the work shift
- Required to lift move and carry up to 40 pounds
- Ability to read count and write to accurately complete all documentation and reports
- Must be able to see hear and speak to communicate with employees and other customers
- Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to adjust focus
- Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
(Check the box that applies by double clicking on the box.)
Sedentary: Limited activity no lifting limited walking
Moderate: Mostly standing walking bending frequent lifting
X-Light: Office work some lifting bending stooping or kneeling walking
Arduous: Heavy lifting bending crawling climbing
WORK ENVIRONMENT: In general the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow individuals with disabilities to perform the essential functions of the job within the environment.
The workspace is clean orderly properly lighted and ventilated with the proper safety compliance
Noise levels are considered moderate
Sunwest Bank Is an Equal Opportunity Employer
Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that Sunwest Bank through the purposeful efforts of its employees and officers are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom computer-based web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Banks Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws regulations internal policies and procedures that are appropriate for his/her position
Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
Required Experience:
Manager
Key Skills
- Business Intelligence
- Bidding
- Accounting And Auditing
- Account Development
- Architectural Design
- Content Development
About Company
Sunwest Bank is an entrepreneurial business bank built for entrepreneurs by entrepreneurs. Find bank accounts, financing, HSA and more banking services.
