Banking Center Manager - Defiance, OH

Socket.dev; Defiance (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Socket.dev in the United States (Ohio, Defiance) seeks a Branch Banking Center Manager to lead the customer-service driven team and drive sales, service, and operational excellence. You will oversee staff training, community engagement, and proactive outreach to grow banking relationships.

Responsibilities include meeting sales goals, coaching staff, and representing the bank in local community partnerships, while ensuring compliance and secure operations.

Qualifications

• High School Diploma or GED required.
• Bachelor's Degree in Business Administration, Finance, Accounting or related field preferred.
• Minimum of 3 years of supervisor or leadership experience required.
• Minimum of 3 years of Cash Handling, Sales or Customer Service experience required.
• Minimum of 1 year of banking experience required.

Responsibilities

• Assess clients' financial needs and recommend appropriate banking solutions.
• Lead and manage branch sales goals for loans, deposits, and profitability.
• Promote sales culture and train staff to reach targets.
• Oversee branch deposits and consumer loan production and growth.
• Recruit, coach, and develop banking center staff.

Skills

Excellent Customer Service

Sales management

Business development

Community service

Operational oversight

Education

High School Diploma or GED

Bachelor's Degree in Business Administration, Finance, Accounting or related field

Job description

Summary

Drive employee engagement by enabling a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Responsible for leading the relationship building efforts, efficient operations of a full service banking center and ensuring the proper training and development of the staff, in order to provide excellent customer service. Directs the overall sales and service initiatives of the location, assumes a proactive role in customer interaction and service to include meeting with customers, discussing their specific banking needs in person both at the branch, and at the customer's location. Work closely with business partners to service existing and prospective customers. Expected to spend significant time conducting outside sales efforts directed at prospecting business and retail customers, and centers of influence and to participate in community service opportunities in the market. This person may be assigned to more than one office.

Leads a full-service banking center by driving sales, service, employee engagement, and operational excellence while fostering a positive and high-performing work environment. Builds and strengthens customer relationships through proactive outreach, community involvement, and collaboration with business partners to grow and retain business. Oversees branch operations, compliance, talent acquisition, coaching, and staff development to achieve service, sales, and operational objectives.

Essential Functions

• Excellent Customer Service
• Business development (inside and outside)
• Community service
• Sales management
• Operational oversight

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.
• Lead and manages by consistently meeting and exceeding banking center sales goal for loans, deposits, partner referrals and profitability.
• Contributes to individual and team goals by promoting the sales culture within the banking center.
• Responsible for demonstrating strong ability to sell and successfully promotes the Bank's products and services.
• Ensures the staff receives proper management, coaching and training to demonstrate abilities to sell and successfully promotes products in order to reach individual and team sales goals.
• Communicates to staff the goals of the banking center and works at meeting these goals. Continually monitors performance against the banking center goals adjusting individual goals and initiating sales promotions as needed to meet those goals.
• Sources or originates the development of small business banking relationships 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 banking.
• Oversees and personally contributes to branch deposit and consumer loan production and growth to achieve budgeted results.
• Sets priorities, directs and delegates responsibilities to the staff, and follow through on the implementation of the designated activities.
• Promotes company products and services in the community to assist in the continued growth of the Bank.
• Responsible for handling the operational aspects of the banking center, 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 the banking center staff.
• Ensures sales and staff meetings are consistently conducted as directed by leadership and the staff is 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 and issues.
• Builds successful working relationships with internal business partners providing constructive peer feedback when appropriate.
• Demonstrates sound judgment and decision making by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
• Maintains prescribed security controls to protect the office against criminal and fraudulent operations and unnecessary risks or exposures.
• Provides continuous education of policies and procedures to the staff, and ensures 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.
• Contributes in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.

Supervisory Skills

• Responsible for the overall direction, coordination and evaluation of the banking center staff. Must be able to foster the team concept that includes the banking center staff as well as employees from other lines of business.
• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
• Responsibilities include pro-active recruiting, interviewing, and assisting with hiring, coaching and training employees.
• Other responsibilities involve planning, assigning and directing work.

Other Skills and Abilities

• Must have extensive product knowledge for the level of selling and successfully promoting products expected with position.
• Must have ability to recognize, identify and recommend the correct solution to meet the customer's need.
• Must have excellent organizational skills and the ability to multi-task and to be flexible.
• Proven ability to generate new financial relationships through pro-active outbound calling, outside business development and building a referral network.
• Strong consumer lending skills are preferred with a solid understanding of small business lending preferred. This includes the ability to conduct a preliminary review of financial statements, tax returns and other financial and business related information.
• 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.

Qualifications

• High School Diploma or General Education Degree (GED) required.
• Bachelor's Degree in Business Administration, Finance, Accounting or related field preferred.
• Minimum of 3 years of supervisor or leadership experience required.
• Minimum of 3 years of Cash Handling, Sales or Customer Service experience required.
• Minimum of 1 year of banking experience required.