Sales Manager I

General Summary

The Sales Manager I is an energetic, accountable, knowledgeable servant leader who has the proven ability to nurture relationships and promote sales growth. The Sales Manager I works to develop their team members and provide leadership towards success in line with the bank’s vision, mission, and values. The Sales Manager I is responsible for holding their team members accountable for delivering an exceptional customer experience, sales growth achievement, and sales office policies and procedures. The Sales Manager I fosters the development of long-lasting profitable relationships throughout every customer interaction, contributing to the bank’s Strategic Plan.

Essential Functions

This position requires flexible hours to include some rotating Saturday’s; typically manages an 8am to 5pm office.

Customer Relationship Development

• Knowledge of principles and methods for showing, promoting, and selling and servicing products or services. This includes product demonstration and sales techniques.
• Leads consistent focus on delivering an exceptional customer experience to new and existing customers by demonstrating Raving Fans behaviors and use of the Winning Play. The Sales Manager I is required to manage all aspects of the customer relationship.
• Actively listens for opportunities to cross-sell additional products and services to achieve Sales and Service goals.
• Resolves customer complaints regarding sales and service
• Partners with the Sales Office team and the Sales Officers to achieve sales and service attainments, and deposit and loan growth attainment
• Leads team to meet sales referral goals
• Partners with Area Sales Leader to establish sales and service objectives by forecasting and developing sales and service goals
• Analyzes business results and creates action plans to achieve sales and service goals

Team Relationship Development

knowledge and skills

opportunities, transfer requests, hiring, performance correction notices, and termination decisions

for assigned staff

• Conducts and schedules cross-training opportunities for team members
• Leads team meetings to communicate policies and procedures; products and services; goals and

attainments; and other essential information with assigned staff

• Creates an environment of open, honest, and forthright communication
• Responsible for implementing and acting on feedback gathered from team member surveys

Branch Operations

• Serves as a good steward of all controllable expenses that are entrusted
• Ensures adherence to policies and procedures
• Collaborates with the Head Teller to ensure all policies and procedures are being followed
• Manages the EIM process
• Supervises day-to-day operations of the Sales Office
• Reviews safe deposit box contracts and ensures accuracy of records
• Opens and services deposit accounts, including but not limited to:
  1. Answers customer inquiries and resolve issues
  2. Accepts stop payments
  3. Orders checks and deposit slips
  4. Completes onboarding process, including, thank you notes and follow up phone calls within allotted time
  5. Accepts and processes wire transfer requests
  6. Assists in collection of cash items
  7. Completes Synapsys events
• Approves overdraft privileges for consumer and commercial accounts according to bank guidelines
• Ensures the visual standards of the facility

Supporting Sales Officers

• Collaborates with the Sales Officer(s) to remotely support the loan flow and deliver an exceptional customer experience
• Assists the Sales Officer(s) as needed. Required knowledge and skills may vary by Sales Office.

Compliance

• Ensures all regulatory requirements, bank policies and procedures are followed while servicing new and existing customer accounts
• Resolves deposit ticklers, safe deposit box ticklers, and loan technical exceptions in a timely manner
• Adheres to all security requirements
• Completes all required training assignments in a timely manner

Working Conditions

• Generally good, with little exposure to noise, extreme temperatures, dust, or other adverse factors
• Considerable effort and eyestrain from continuously verifying the accuracy of all work leaving the department

Minimum Level of Preparation and Training

• Undergraduate degree or equivalent experience in the financial services industry or related field preferred
• BIU completion preferred
• 2 years of direct sales and service experience preferred
• Previous team leadership experience required
• Teller and Relationship Banker experience preferred

Required Abilities, Knowledge, and Skills

• Ability to coach, mentor, develop, and manage team members
• Ability to develop thorough understanding of bank policies, procedures, and guidelines
• Ability to develop knowledge of the bank’s products, services, and processes
• Ability to accomplish multiple objectives in a fast-paced environment
• Ability to develop a thorough understanding of bank specific software and other basic office equipment; willingness to embrace technology
• Ability to further develop consumer and commercial relationships and cross-sell additional products and services to match customer’s needs and wants
• Excellent communication, teamwork, and customer service skills
• Strong organizational, decision making, time management, and presentation skills
• Working knowledge of Microsoft Office Applications, such as, Word, Excel, Outlook, and TEAMS

Employees are required to perform other duties as assigned by management. Management reserves the right to change this job description as needed.