Retail Branch Team Lead - Sales & Service

First National Bank; Boardman Township (OH); On-site; USD 42,000 - 60,000; Full time

Job summary

First National Bank is seeking an Assistant Branch Manager to support daily branch operations and lead the sales team in Boardman, Ohio. The role focuses on meeting customer needs, driving referrals, and ensuring compliance with bank policies.

Qualified candidates will have a High School diploma or GED and at least 2 years of related experience, with strong communication and customer service skills. Knowledge of banking products is a plus.

Qualifications

• Excellent customer service and communication skills.
• Strong organizational, analytical and interpersonal abilities.
• Detail-oriented with solid PC and software skills.
• Understanding banking policies and products is beneficial.
• Experience in a related position is preferred.

Responsibilities

• Promotes sales through referrals, outbound calling and identifying customer financial needs.
• Recommend bank products and services to meet customer banking needs.
• Incorporate digital banking products into customer interactions.
• Maintain data quality for referrals, customers and applicants.
• Assist with daily sales activity and coaching of staff.
• Coordinate operational duties including scheduling, vault cash, and office tasks.
• Perform teller transactions as needed.
• Complete other duties as assigned.
• Adhere to risk management and regulatory compliance.

Skills

Customer service

Communication

Organizational skills

Interpersonal skills

Attention to detail

PC skills

MS Word

MS Excel

MS PowerPoint

Sales experience

Banking policies knowledge

Experience in related position

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank is seeking an Assistant Branch Manager to support daily branch operations and lead the sales team in Boardman, Ohio. The role focuses on meeting customer needs, driving referrals, and ensuring compliance with bank policies.

Qualified candidates will have a High School diploma or GED and at least 2 years of related experience, with strong communication and customer service skills. Knowledge of banking products is a plus.