Job Abstract

SUMMARY:

Drives employee engagement by enabling a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Responsible for 10-18 banking centers within assigned district. Position priorities include setting strategic direction, leading relationship building efforts, maintaining efficient operations and ensuring the proper training and development in order to provide excellent customer service. Leads the overall sales and service initiatives of district team, assumes a proactive role in customer interactions and service to include meeting with customers to discuss their specific banking needs. Also, works closely with business partners to service existing and identify prospective customers. Expected to spend time conducting outside sales calls with BCM’s directed at prospecting both business and retail customers including and developing centers of influence and actively participating in community service opportunities in the market.

From an operational standpoint, District Manager provides oversight to ensure that all established policies, procedures, and security measures are followed for all banking centers within the district. Responsibilities also include proactive recruiting of talent, hiring, supervising, training and coaching the district team to achieve district service, sales and operational objectives.

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

INTERPERSONAL SKILLS:

Must have extensive product and service knowledge for the level of selling and successfully promoting products and services expected with position.

Excellent organizational skills and the ability to multi-task and to be flexible.

Proficient in Microsoft 365 preferred.

Ability to effectively use technological resources for meetings, coaching, and training.

Proficient knowledge of Banking Software and Digital Services through various types of delivery channel.

Proven ability to generate new financial relationships through pro-active outbound calling, outside business development and building a referral network. As District Manager, provides coaching and guidance to Banking Center management on business development opportunities.

Strong consumer and business lending skills are strongly preferred. This includes the ability to conduct a preliminary review of financial statements, tax returns and other financial and business related information. As District Manager, provides coaching and guidance to Banking Center management on lending opportunities.

Must possess the ability to effectively interact and build positive business relationships with a variety of retail and commercial customers and to clearly express concepts, ideas and product information verbally and in writing.

Read and interpret general business periodicals, technical procedures, or government regulations.

Write reports, business correspondence, and produce manuals.

Effectively present information and respond to questions from associates, clients, customers, and the general public.

Sound mathematical and analytical skills.

Apply common sense to carry out detailed written or oral instructions.

Ability to deal with problems involving concrete variables in standardized situations.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Personally models the standards of the Bank’s Mission, Vision, and Pledge.

Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the need of the client.

Promotes the sales and service culture within assigned district and ensures all team members receive proper coaching and training to demonstrate abilities to sell and successfully promote products and services in order to reach individual and team sales goals.

Responsible for demonstrating strong ability to sell and successfully promotes the Bank’s products and services.

Communicates and works at meeting the assigned sales goals and service objectives for each banking center within assigned district. Continually monitors performance against the district goals adjusting individual and banking center team goals as needed and initiating targeted sales initiatives necessary to meet those goals.

Leads, sources or originates the development of small business banking relationship opportunities through calling efforts, originations, or referrals to achieve sales goals by meeting the need of customers and prospects. Develops and expands knowledge for small business lending.

Sets priorities, leads and delegates responsibilities and activities and follows through on the implementation of the designated activities for all banking centers within the district.

Promotes and makes referrals of Bank products and services to current and prospective customers to assist in the total relationship growth.

Assumes an active role in ensuring the operational compliance and soundness for all other banking centers within assigned district; including but not limited to the completion of various audits and reports, monitoring of control accounts, monitoring branch cash levels, management of cash items, and control of over/short.

Participates in the pro-active recruitment and selection of talent and assists in the proper training, coaching and development of district team.

Ensures huddles, sales, and team meetings are consistently conducted as directed by leadership to keep the district team well informed.

Communicates job expectations and evaluates performances against those expectations on a consistent basis providing continual coaching, guidance, and counseling.

Prepares and delivers fair, measurable and constructive performance evaluations and recommends salary increases and promotions as appropriate.

Represents the bank by actively participating in functions and meetings of local service clubs, community groups and other civic or non-profit organizations.

Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems or issues.

Builds successful working relationships with internal business partners providing constructive peer feedback through regular communication routines when appropriate.

Demonstrates sound judgment and decision making by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.

Monitors prescribed security controls to protect their assigned banking centers against criminal and fraudulent operations and unnecessary risks or exposures. Also ensures the same security controls are in place at each banking center within assigned district.

Provides continuous education of policies and procedures to district team to ensure adherence to policies and procedures.

Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.

Responsible for the overall direction, coordination and evaluation of all banking center team within assigned district. Must be able to foster the team concept that includes district team as well as employees from other lines of business.

Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsible for evaluating performance, rewarding and disciplining employees, addressing complaints and resolving problems.

Responsibilities include pro-active recruiting, interviewing, assisting with hiring, coaching and training employees within district.

Other responsibilities involve planning, assigning and directing work.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Excellent customer service.

Business development (inside and outside).

Effectively communicating pertinent information to all Banking Centers within district Coaching district team to desired and positive outcomes.

District accountability (Sales, Process & Operational soundness through effective leadership).

Community service.

High school diploma required. Bachelor's degree preferred.

Supervisory and proven leadership experience required.

Banking, cash handling, sales, and customer service experience or equivalent combination of at least 5 years of related industry experience.

Retail banking experience is strongly preferred.