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Form of work- Utilize relationship management skills and techniques combined with the Office Manager's personal business development efforts to build and service a portfolio of high priority segment customers with basic to complex and diverse financial needs in order to achieve new business, income and growth goals, and service the needs of customers.
- Manage a sales culture at the office by conducting or overseeing sales meetings, ensuring that superior customer service is evidenced by a noticeably positive customer experience at every point of contact, establishing team and individual goals, and developing a quality sales staff which includes hiring, training, motivating and appraising staff in order to manage an active sales and customer service team that achieves growth and income objectives.
- Initiate, evaluate, process and administer a personal portfolio and oversee the office portfolio of commercial, mortgage, and consumer loans that meet or exceed the Bank's credit quality, profitability, loan growth and service objectives and provide customers with an ability to protect loan payments at minimum costs via credit life and A/H sales in order to contribute to the Bank's lending profit objectives without compromising quality and to minimize customer and Bank loan loss.
- Oversee operational activities by keeping informed about operational functions, monitoring staff performance and training personnel in a manner that ensures compliance with audits and operational measures, ensure effective and efficient operational programs, and maintain adequate Bank security.
- Coordinate the maintenance of office building, equipment, and grounds in order to ensure that the facility is attractive and efficient in delivering customer service.
- Develop and maintain a personal program for maintaining an adequate level of knowledge in banking matters, competitive factors, and management techniques; also demonstrate personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance.
