Retail Private Banker II

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Description

Position Overview

Manages and drives all aspects of sales development, operations and customer service activities within the branch. Delivers financial service products to current and potential customers while meeting established sales and deposit goals and objectives as well as ensuring regulatory compliance within the assigned branch.

Responsibilities

1. 50%

Lead outside calling efforts as part of the growth and development of deposits, loans and wealth prospects. As needed partnering with Relationship Bankers to help aid in the growth of overall market share within the assigned market.

A leader in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting customer wealth needs for financial products. Identify customers with additional profit potential and develop action plans to expand these relationships; utilize sales programs to acquire new relationships.

Deliver business plan growth and income objectives; manage, coach and support all branch employees on sales aiding in the developing, managing and growing profitable customers relationships. Monitor and control branch income and expense accounts, emphasizing error and loss containment.

Ensure that products and services recommended are an appropriate fit for the client. Cross-sell as appropriate and utilize sales programs like CRM, to acquire new relationships.

2. 20%

Participate in community organizations and activities to enhance the Bank's image and develop additional business and referral sources.

Measure service levels against customer expectations; identify quality gaps and follow-up with action plans to address these. Resolve complex servicing problems, particularly for most profitable relationships.

3. 10%

Ensure compliance with all established internal policies and external regulations and suitability of the branch environment for business.

Ability to handle large amounts of cash.

Keep current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, FDIC insurance provisions, etc.

4. 20%

Work closely with Retail Client Experience Manager to ensure all team members are coached in the areas of service, sales and policy.

Management team is responsible for hiring selection and development of branch staff. Oversees the daily operations of the branch and review the work of the Retail Client Experience Manager.

Supervision

Direct Reports:

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Indirect Reports:

External and Vendor Relationships:

Qualifications

Required

• High School diploma or GED

• Minimum of five to ten years experience in retail banking

• Solid sales skills and possess the ability to effectively negotiate, communicate and educate our clients and prospects of retail products, services and the PGB brand.

• Ability to model cross-selling techniques & close sales using client profiling skills

• Ability to resolve customer questions or complaints

• Ability to manage staff and resolve conflicts

• Ability to foster open communications; deliver presentations; demonstrate listening, speaking and written communication skills and translate technical materials

• Ability to answer questions effectively; build relationships; build internal and external networks

• Ability to act with integrity; demonstrate adaptability; work commitment; maintain a positive performance in all situations

• Working knowledge of Microsoft Excel, Word, Access and Outlook

• Ability to interact effectively and tactfully with all levels of the Bank

• Ability to read, write and speak English clearly

• Must be able to drive a car

• Strong communication skills, enthusiastic, and be willing to exceed our clients and prospects expectations with every interaction.

Desired

o Maintain customer files

o Assists Business Development Officer and Commercial Loan Officers on business calls to existing and potential new clients

Special Position Requirements

List working conditions associated with this position

• Sitting for prolonged periods

• Bending/Standing for prolonged periods

• Walking for prolonged periods

• Reading small print

• Carrying up to 25 lbs..

• Lift up to 25 lbs.

• Push/Pull up to 25 lbs.

• Telephone for prolonged periods

• Computer for prolonged periods

• Count and handle large amounts of cash

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)