- Oversee the efficient operation of the sales office and ensure all operational functions are performed and completed by the team properly.
- Responsible for maintaining a superior Sales Office audit assessment
- Must adhere to account opening process with no reported exceptions
- On a daily basis: work with, motivate, and encourage the Sales Office Team to ensure all goals are being met on a personal, team and bank level.
- Drive new business development activities daily
- Visit current clients and reviewing their accounts to ensure all financial goals are fulfilled, while uncovering any other needs.
- Daily account research and account documentation verification to ensure all regulations and policies are followed accordingly.
- Ability to manage customer disputes and to answer a number of complex queries.
- Cultivate growth and a positive office environment
- Efficiently maintain a cash drawer, with the ability to manage ATM and Vault responsibilities.
- Maintain proper staffing levels and scheduling within the Sales Office
- Three years prior banking experience strongly preferred
- Compliance with Bank policy and procedures as well as Federal regulations.
- Successful track record in a sales environment
- Excellent communication and interpersonal skills
- Possess a strong attention to detail and excellent organizational skills
- Ability to work with minimal or no supervision
- Strong math and keyboarding skills
- Ability and flexibility to travel
- Ability to work all Sales Office Hours, as needed, including weekends and evenings
- Time management skills are essential to meet work load demands and multi-task without disrupting customer experience
- MS Office (Word, Excel, PowerPoint, and Outlook)
- Salesforce experience is a plus
- Calculator/Adding Machine
- Mobile device expertise (smartphone, tablets, mobile apps)
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Assistant Branch Manager - Trenton, United States - Customers Bank
Description
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Work Location: Hamilton Branch - 314 Highway Route 33 Hamilton, NJ 08619
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What you'll do:
Customers Bank Client Services Managers are key members of our Sales Office. This Team supports our Single Point of Contact (SPOC) model which allows us to always put our customers first. At Customers Bank, our focus is to help our customers by: making them money; saving them more money; protecting their money; saving them time; and lending them money. The Client Services Manager is focused on delivering a 'Memorable Experience' for each internal and external customer of the Bank. A successful Client Service Manager is a coach, a salesperson, a decision maker and a bank representative in the community.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us Let's take on tomorrow.