Assistant Manager - Retail Office

Job Purpose:
The Assistant Manager role assists the Branch Manager in overseeing the day to day operations/activities of the branch. This candidate will help ensure all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to customer and staff. The Assistant Manager will also be responsible in the efforts to develop employees to pro-actively meet the client's and prospect's financial needs through our sales process which focuses on our consultative sales approach whereby we work to uncover, identify and deliver products and services to satisfy the client's or prospect's financial needs and exceed their expectations.
Job Duties:

• Leading by example through consistently achieve sales results and coaching the PEBO way.
• Maintain a position of trust and responsibility by keeping all client's business confidential.
• Ensures branch associates remain effective, sound and engaged, both from an operations and sales perspective.
• Assist in finding and developing high quality staff.
• Must be able to establish, maintain, and grow working relationships with partners.
• Continue building on and maintaining world class service levels.
• Pro-actively meet the clients financial needs through our sales process.
• Follow operational standards regarding security, risk management, and compliance.
• Conducts structured coaching sessions to provide balanced feedback with actionable items that ensure individual and branch success.
• Attract new relationships and retain and expand existing relationships.
• Must be a decision maker with well-developed interpersonal skills.
• Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner.
• Respond to customer concerns with unfailing follow-up and fulfilling their needs and concerns.
• Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution.
• Acquires, uses, and maintains, consumer and business lending product knowledge and abilities to generate and execute loans, lines and deposit products.
• Must possess an ability to turn service encounters into dialogue based meetings where other needs can be uncovered.
• Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers.
• Consistently completes required training for all bank and branch policies and procedures.
• Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer and business loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization.
• Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources.
• Follow operational standards regarding security, risk management, and compliance.
• Make calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the P1 system.
• Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities.
• Consistently meet sales goals.
• Will perform special projects as assigned.

Education, Experience and Job Skills:
A successful candidate will be an energetic, enthusiastic team player with excellent communication, problem solving, and customer service, cross selling and lending skills. This position requires strong leadership skills, great organizational skills and the ability to assist in motivating and developing the branch team; along with following and coaching operational standards.

• High school diploma or general education degree (GED); and one to two years related experience and/or training; or equivalent combination of education and experience.
• Prior job experience with extensive customer contact is required.
• Must have ability to convey bank strategy and technique via the Peoples Coaching Model.
• Must be flexible team player with excellent oral and written communication, customer service and cross-selling skills.
• Must be able to establish and maintain working relationships with partners at their location and via telephone.
• Must be a decision maker with well developed interpersonal skills to represent the Bank positively in dealing with customers.
• Must be self motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner.
• Must possess an ability to turn service encounters into dialogue based meetings where other needs can be uncovered.
• Must be able to pass background and credit standards to hold NMLS credentials.
• Must have ability to learn computer and mobile device application quickly.
• Must be able to travel (as needed) to attend internal education which in some circumstances could include overnight stay.
• Trustworthy and confidential behavior is essential in this role.

Basic Qualifications:

• High School Diploma or GED; one to two years related experience and/or training; or equivalent combination of education and experience.
• Trustworthy and confidential behavior is essential in this role .
• Valid Driver's license.
• Reliable transportation.
• Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.

Equal Opportunity Employer M/F/Disabled/Vet;
For inquiries regarding employment with Peoples Bank, email humanresources@pebo.com
12/2020