Branch Banking Leader: Growth, Team Development & CX

Bank N.A.; Aliso Viejo (CA); On-site; USD 55,000 - 80,000; Full time

Job summary

Bank N.A. is seeking a branch-based sales and service professional to guide a team in delivering exceptional retail banking experiences.

You will advise customers on financial products and strategies, build strong customer relationships, and collaborate across departments to meet growth and service goals. The successful candidate will develop branch plans, conduct outreach, and ensure compliance with banking regulations and policies while driving wallet share and customer satisfaction within the

Qualifications

• Experience in retail banking or customer sales is preferred.
• Familiarity with Regulation Z/G and the SAF E Act mortgage licensing is a plus.

Responsibilities

• Guide and coach staff to deliver exceptional service to customers and prospects.
• Advise customers on products and strategies to meet financial objectives.
• Identify referrals to other business groups and support cross-selling.
• Develop and execute branch business plans to grow revenue and wallet share.
• Prospect new customers through cold calls and community networking.
• Maintain current knowledge of bank services and regulatory requirements.

Job description

Bank N.A. is seeking a branch-based sales and service professional to guide a team in delivering exceptional retail banking experiences.

You will advise customers on financial products and strategies, build strong customer relationships, and collaborate across departments to meet growth and service goals. The successful candidate will develop branch plans, conduct outreach, and ensure compliance with banking regulations and policies while driving wallet share and customer satisfaction within the