Sales and Service Manager

Penn Community Bank; Jenkintown (PA); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Penn Community Bank is seeking a branch-focused leader to drive deposits, loans and customer growth. You will coach staff, promote external business via disciplined calling, and coordinate sales activities across the branch while leveraging the CRM for referrals.

The role emphasizes compliance, operations oversight, and ongoing coaching to achieve performance targets and service excellence in a community banking setting.

Qualifications

• High School diploma or equivalent required; college degree preferred.
• Previous banking or supervisory history is preferred.
• NMLS license is required or must be obtained.

Responsabilités

• Achieve deposit, loan and new customer goals through relationship selling.
• Lead and coach team members to deliver best in class service.
• Proactively bring in external business via disciplined calling.
• Develop and manage branch sales activities and processes.
• Utilize CRM to act as a product/services referral source.
• Support branch management in operations, audits, and compliance.
• Lead inside sales and cross-selling; conduct regular sales meetings.

Connaissances

Sales experience

Customer service

Product knowledge

Communication skills

Supervisory / coaching

Detail oriented

Basic computer skills

Relationship-based selling

NMLS license

Decision making

Formation

High School diploma or equivalent

Associates or Bachelor's degree preferred

Description du poste

Job description

Essential Functions

The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

• Achieve deposit, loan, new consumer and business households leveraging our relationship based sales and service model.
• Leads and coaches team members to best in class internal and external customer service.
• Proactively seek to bring in external business via disciplined calling and sales efforts.
• Participate in the development and management of sales activities and processes for the branch.
• Be an ambassador of technology by utilizing the customer relationship management platform.
• Act as a product/services referral source for various bank departments including loans, trust and investments.
• Participate in development of ongoing marketing and business development activities within market area, coordinating with other business units as appropriate.
• Support branch management to oversee operations, administration, staffing, audits, compliance, and security.
• Lead inside sales and cross-selling initiatives for the branch; conduct coaching for the service and sales program; regularly conduct sales and team meetings.
• Follow and enforce all compliance and security procedures, including dual control, cash control, and branch opening and closing procedures.
• Perform other tasks as may be assigned by management.

Compliance

• Comply with all applicable regulations and Bank policies regarding employment and employment law.
• Participate in annual compliance and other job-related training.
• Comply with applicable bank regulations, Bank policies and procedures.
• Comply with Bank's internal privacy and ethics standards.

Relationships and Contacts

Internal: Reports to Financial Center Manager / Multi-Site Manager; Frequent contact with Branch Team members to discuss sales products, services, policies, procedures and changes; Timely contact with team members from various levels of the bank

External: Frequent contact with current and potential customers regarding products and services; Representation of the Bank through community involvement and volunteerism

Education and Experience

• High School diploma or equivalent required; Associates or Bachelor's degree preferred
• Previous banking or relevant work history and supervisory experience preferred

Skills and Competencies

• Sales experience and/or demonstrated aptitude and desire to succeed at business development activities
• Thorough knowledge of Bank products and services
• Excellent customer service skills
• Demonstrated verbal and written communication skills
• Ability to interact well with Team members and customers
• Good Supervisory and coaching skills
• Strong attention to detail and accuracy
• Basic computer skills
• Ability to multi-task and remain organized
• Ability to achieve sales goals through relationship-based selling techniques
• NMLS required
• Ability to use sound judgment when making decisions on behalf of the Bank

Working Conditions

Traditional office environment with no unusual work conditions; the branch office maintains six day a week operations (Monday - Saturday) with operational hours depending on branch location. All branch Team Members are required to work a minimum of two (2) Saturdays per month.

Physical Demands

Penn Community promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. Please contact Human Resources with questions regarding the physical demands of this position.

Lifting/carrying up to 10 lbs. Manual dexterity for computer work. Speaking, hearing, and vision are required to perform essential functions. Ability to drive, with a valid driver's license, to meet with customers outside of the office; Events may occasionally require work on evenings and weekends.

Penn community Bank is an equal opportunity employer.