Branch Manager Sales and Service

Meridian Bank; Media (Delaware County); Presencial; USD 42.000 - 56.000; Jornada completa

Descripción de la vacante

Meridian Bank is seeking a customer-focused professional to support the Retail Branch Department with a sales-driven approach. You will collaborate across departments, handle deposits, and deliver outstanding service while building strong client relationships.

You will participate in sales campaigns, manage an account portfolio, and coordinate with teammates to meet branch goals. This role emphasizes customer focus, compliance, and growth in a collaborative environment.

Formación

• Associate’s degree in Finance or related field or equivalent work experience.
• 3+ years of banking experience or equivalent combination of education and experience.
• Proven ability to work in a team environment.
• High degree of multi-tasking expertise.
• Previous sales and customer service experience in a retail banking environment.
• Strong ability to quickly build rapport.
• Sense of urgency and prioritization skills.
• Excellent written and verbal communication.
• Attention to detail and multitasking capability.
• Flexible to branch hours and occasional off-branch hours.

Responsabilidades

• Provide exceptional customer service and resolve issues promptly.
• Participate in sales campaigns to achieve deposit growth goals.
• Set appointments with prospects and clients; support outbound calling.
• Develop and attain branch goals by bringing in new deposits.
• Review branch objectives and create action plans for results.
• Understand customer financial needs and propose suitable solutions.
• Demonstrate product knowledge and cross-sell effectively.
• Process transactions accurately and in line with policies and procedures.
• Adhere to banking laws, policies, and risk management practices.
• Assist in customer onboarding and service requests.

Conocimientos

Teamwork

Multi-tasking

Sales experience

Customer service

Communication

Rapport building

Urgency

Attention to detail

Branch hours flexibility

Educación

Associate’s degree in Finance or related field

Herramientas

Jack Henry CRM

Descripción del empleo

Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers. Member FDIC | Equal Housing Lender

Position summary:

Responsible for performing various duties to support the Retail Branch Department and the Bank; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Assists in the day-day operations of the branch with a sales focus on deposit growth in local territory and develops /helps to manage an account portfolio while delivering excellent customer service.

Qualifications required:

• Associate’s degree in Finance or related field; or equivalent work experience
• 3 plus years related banking experience or an equivalent combination of education and experience
• Ability to work in a team environment
• High degree of multi-tasking expertise
• Previous sales and customer service experience in a retail banking environment
• Exceptional ability to quickly build rapport
• High sense of urgency
• Exceptional communication (verbal and written) skills
• High degree of attention to detail and ability to multitask
• Ability to work during branch hours and infrequently off branch hours

Essential functions and responsibilities:

• Valid Driver’s License
• Provides exceptional customer service by promptly resolves customer issues, responding to questions, and creatively solves problems
• Participates in sales campaigns with energy and focus to achieve goals while maintaining quality standards. Coaches SSR toward the branch sales goals. Lead by example by performing expected sales behavior & obtaining goals.
• Engages in outbound calling efforts to establish new business. Set appointments with prospects & clients in the branch or outside the branch scheduling permitting.
• Directly responsible for developing and attaining established branch goals by bringing in new deposit.
• Reviews and evaluates results of branches established objectives. Develops an action plan to ensure final results meet or exceed established expectations
• Meets with customers and develops an understanding of other financial goals and needs; assesses information and suggests appropriate product and service solutions; educates the prospect/customer on the benefits and value of suggested solutions resulting in closed sales.
• Demonstrates strong product knowledge and cross-selling aptitude
• Processes customer transactions efficiently and accurately, while following policies and procedures. Transactions include but not limited to cashing checks, opening new accounts, accepting loan payments, verifying currency, completing withdrawals, resolving customer issues, and issuing of bank checks
• Has a working knowledge of all compliance regulations and bank policies and procedures
• Must be capable of developing relationships with customers/prospects and be creative in solving problems
• Participates in community events in conjunction with Bank sponsorships, marketing, and networking
• Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
• Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
• Assists Partners with customer on-boarding such as new account openings & service requests.
• Provides customer service through communication channels i.e. sending marketing materials, email or phone correspondent
• Must be able to handle & deescalate customer or branch issues, if needed, escape urgent issues to the Retail Market Manager a timely manner.
• Ability to input prospect pipeline into CRM as well as closed sales.
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
• Communicates with management and coworkers in order to integrate goals and activities
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
• Other duties as assigned

Success factors/job competencies:

• Organizational and time management skills
• Ability to work with little or no supervision
• Excellent interpersonal and communication skills
• Timely and regular attendance
• Completes work in a timely manner
• Actively seeks coaching

Application Access:

• Jack Henry
• CRM

Physical demands, work environment, and location:

• Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
• Work environment: The noise level in this environment is minimal
• Location: Various Meridian Bank locations as assigned.

Meridian Bank supports a diverse workforce and is an Equal Opportunity Employer