Branch Manager
• Achieves the goal of serving the customer’s total financial service needs through creating a vital sales and service organization and promoting teamwork with partners and other corporate departments.• Consistently ranked #3 or #4 within the District in sales and service performance.• Responsible for managing a diverse sales team which includes three Personal Bankers, one Licensed Personal Banker, and one Private Banker. Gained experience coaching and developing Licensed and Private Bankers around investment sales and strategies.• Coach and develop sales team members by setting daily sales goals, conducting mid-session reviews during appointments with customers, and reviewing missed sales opportunities. • Assist the Service Manager with daily tasks with each teller to insure customers are receiving great service• Analyze branch trends and achieve optimum staffing levels to ensure production and service levels while maintaining budget. • Reinforce all operational process, risk, and compliance procedures and take responsibility for customer complaints handling and resolution management.
