I am responsible for supporting the Pod Manager with building, developing and providing leadership for a team of employees who deliver outstanding service to our members, providers and clients. The team consists of Patient Service Representatives (PSRs), clinical staff and support staff members. The APM supports the POD Manager in setting and upholding the tone by creating a sense of comfort within the team that fosters confidence in assisting our customers and fulfilling their job responsibilities. The ability to facilitate relationships, inspire collaboration, create efficiencies in assisting our members, providers and clients is of utmost importance in this role.

Concept Development Manager is a leadership role responsible for management of a mass affluent branch; managing a staff of bankers that have an assigned book of business, leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program