Relationship Banking Leader: Drive Sales & Service

Milford Federal Bank; Milford (MA); On-site; USD 70,000 - 95,000; Full time

Job summary

Milford Federal Bank seeks a Relationship Banking Supervisor to lead the Retail Banking team in Milford. You will coach staff, implement sales strategies to meet goals, and ensure service excellence while adhering to policies and procedures.

Responsibilities include training, performance reviews, cash management, community engagement, and cross-selling bank products. You will report to the VP Retail Market Manager and guide branch operations toward superior customer experiences.

Qualifications

• Thorough knowledge of teller and customer service operations is required.
• Experience with COCC or Insight banking systems.
• Experience leading sales programs with goal attainment within assigned branch.
• 5–7 years’ experience in banking or similar organization.
• Ability to coach, develop and motivate staff.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Lead staff by applying knowledge of the Bank’s products, services, policies and procedures.
• Develop and communicate sales strategies to staff to enable the branch to achieve and exceed sales/deposit goals.
• Responsible for seeing that branch staff are properly trained as well as planning, assigning and directing work.
• Create a positive work environment by providing direction and leadership to branch staff with emphasis on superior customer service skills, achieving sales goals, and teamwork.
• Adhere to all regulatory compliance along with banks policies and procedures
• Perform annual reviews of branch staff and coach to achieve optimal performance
• Responsible for monitoring, ordering and receiving cash shipments to ensure adequate cash levels within branch guidelines
• Build and promote the branch, drive sales and promote overall ownership and accountability for customer service and branch success.
• Identifies, develops, and closes sales. Cross-sells bank products/services when appropriate.
• Immerse in the community by leading and supporting the Bank’s community related initiatives and events to build brand awareness in our local areas.
• Develops, coaches, and motivates branch staff, conducts performance counseling as well as evaluations of employee performance.
• Perform all monthly audits
• Involved in the recruiting, vetting, interviewing and hiring of new employees
• Perform additional duties as assigned
• Position requires obtaining a unique identifier to be used on all mortgage documents originated by employee and maintaining registration through the Nationwide Mortgage Registry System ( NMLS)
• Conduct branch meetings with staff to communicate issues, review product knowledge, set goals, communicate sales results, provide recognition and skill review.
• Maintain highest standards of branch cleanliness and organization, raising all facilities issues as needed.

Skills

Teller operations

Customer service operations

Coaching staff

Sales program leadership

Communication skills

Education

Bachelor’s degree or equivalent experience

Tools

COCC Banking System

Insight

Microsoft Word

Microsoft Excel

Job description

Milford Federal Bank seeks a Relationship Banking Supervisor to lead the Retail Banking team in Milford. You will coach staff, implement sales strategies to meet goals, and ensure service excellence while adhering to policies and procedures.

Responsibilities include training, performance reviews, cash management, community engagement, and cross-selling bank products. You will report to the VP Retail Market Manager and guide branch operations toward superior customer experiences.