Consumer Banking Division
Branch Sales and Operations Manager
No Supervisory Duties
Provide quality, accurate and
timely customer service involving daily processing
of financial transactions. Promotes bank products
and services through positive proactive sales,
informs and educates customers about products,
services, and benefits.
related duties as required to achieve Consumer
Banking branch goals (meet/exceed sales
goals/referral goals, etc.), and providing support
to the Branch Sales and Operations Manager.
providing most customer service needs in the bank,
including teller and platform support as necessary
in order to deliver the utmost level of customer
service. Teller support would include, but not
limited to, performing daily processing of financial
transactions, i.e. deposits, handling currency,
coin, cashing checks and balancing. Platform support
would include, but not limited to, opening checking
accounts, savings accounts, certificates of deposit
and cross-selling of other products and services.
proactively informs clients of products/services,
profiles clients to identify financial needs, and
makes referrals when warranted.
Has a working
knowledge and understanding of other bank services,
i.e. Treasury Management, Merchant Services,
Mortgage and Wealth Management.
benefits, changes, restrictions, requirements, and
any other relevant product and services information
Cross-sells and makes
referrals to other lines of business to generate new
business and deepen existing client relationships,
participates in all On-Boarding of clients and all
campaigns which includes calling clients.
May be responsible
for taking loan applications for personal consumer
type loans and processing the application.
Assist Branch Sales
and Operations Manager with “on the job training” of
Participate in branch
meetings to promote sales, product knowledge, and
delivering “exceptional” customer service.
associates with all aspects of daily branch
operations as needed.
Perform all other job
related duties as assigned.
Must have own means
To perform this job successfully, an individual must
be able to perform each essential duty
satisfactorily. The qualifications listed below are
representative of the knowledge, skill, and/or
ability required and may be substituted with an
equivalent combination of education and experience.
• High school diploma or
general education degree (GED)
• 2+ years of experience as a
Teller and/or Relationship Banker; with experience
as both Teller and Relationship Banker strongly
• Excellent communication
skills (oral and written).
• Strong sales skills and open to culture of customer needs based selling.
• Proficient with technology and basic computer skills.