Leads a branch team in delivering the Bank’s brand promise and in meeting the Bank’s business objectives. Serves as a leader, coach, and role model for team members in developing new customer relationships, solidifying existing customer relationships and delivering high-quality customer experiences. Achieves assigned sales goals. Ensures efficient and effective branch operations. Â
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Essential Functions
- Coaches, manages, and trains team members to deliver high-quality sales and service experiences consistently in the Bank’s branches.
- Consistently employs the 7 sales management practices: Â new customer onboarding, lobby management, huddles, white boards, coaching, and sales team meetings.
- Motivates team members to achieve assigned sales goals.
- Serves as a role model for team members and colleagues in the delivery of the Bank’s brand promise.  Â
- Develops and maintains strong knowledge across the full range of products and services that the Bank has to offer. Â Â
- Leads branch team in executing effective operational and quality control procedures to provide high-quality, efficient customer service, ensure compliance, and mitigate risks.
- Develops business outside of the branch to identify opportunities for new business banking relationships. Manages relationships with business banking customers in partnership with Relationship Managers and Treasury Management team.
- Identifies opportunities for consumer mortgage relationships and presents quality leads to Mortgage Loan Officers.
- Identifies opportunities for wealth management relationships and present quality leads to Wealth Advisors.
- Represents the Bank within the community. Â Identifies and participates in community and business events for the purpose of increasing awareness of and interest in Burke & Herbert Bank. Participates in Bank sponsored activities and events, including evening management meetings and weekend functions.
- Develops solid understanding of the assigned branch market. Â Identifies opportunities for new business. Monitors and communicates local competitive activities. Â Â
- Solves complex customer servicing issues and handles difficult customers effectively.
- Manages and mitigates operational risks by following established policies and procedures and making sound business decisions.
- Mentors and develops team of branch representatives with varying skill sets and experience (tellers, sales and service representatives, customer service representatives, assistant managers) to achieve sales, service, and operational excellence. Â Ensures effective team member communications. Â Identifies and supports training and development opportunities. Â Â Provides ongoing coaching. Â Â Prepares performance evaluations. Â Â Recommends team member promotions and takes disciplinary action or terminates as appropriate. Â
- Prepares information/reports on branch performance/market trends as requested by senior management.
- Attends educational functions, classes, and training and development sessions as assigned by Senior Management.
- The duties of this position must be performed from the physical branch or bank location in order to best service the needs of the customers or support the Bank facilities.
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Skills/Abilities
- Strong coaching, motivational, and training skills focusing on sales, service and operations.
- Excellent oral and written communication skills.
- Strong organizational skills.Â
- Proven sales experience to include developing strong business relationships and meeting/exceeding sales goals.
- Strong analytical and decision-making skills.
- Ability to resolve problems effectively and efficiently.
- Strong ability to handle difficult customers.
- Strong knowledge of bank products and services and branch operations.
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Education and Experience
- Bachelor’s Degree preferred.Â
- Five plus years of commercial branch banking experience.
- Basic Microsoft Office and Internet Skills.
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Supervisory Responsibility
This position has supervisory responsibilities.
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Work Environment
This job operates in a clerical office setting. Â This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Â Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Â
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Physical Demands
This position requires manual dexterity, the ability to lift files and opening cabinets. Â This position requires bending, stooping or standing as necessary.
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Travel
Travel may be required for this position.
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Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Â Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status