Business Development Officer - Community Banking Manager

Benefits

Additional Information

Location: 12550 Perry Highway Wexford, PA 15090 Hours: Monday - Thursday: 8:30 am - 4:00 pm Friday: 8:30 am - 5:00 pm (Must be flexible around branch hours) Function : Assumes responsibility for the Business Development and Prospecting of Customers of high net worth branches with Complex Business Customers and Business Products and Services management and operation in an effective and profitable manner. Promotes bank products and services and delivers superior customer service and satisfaction in accordance with the bank's policies, procedures, and philosophy. Performs lending activities (both consumer & small business). Duties and Responsibilities : Acts as Business Development Officer on behalf of branch account department and reflective of assigned goals to grow market share. Demonstrates a high level of independence based around the needs of high-end business customers. Manages Retail Dashboard and pipeline. Assumes responsibility for ensuring the efficient and effective operation of the branch by performing the following functions: Demonstrates a proven level of delegation of authority to a staff that has been mentored to a level of superior efficiency. Develops a sales and quality service culture throughout the branch by acting as coach, mentor, and team leader to improve performance, instill a positive attitude, and motivate branch employees with review and execution of Customer Insights expectations as outlined in customer surveys and the Service Standards in Branch Playbook. Utilizes Tableau for proactive outbound call list generation. Works with platform sales team as a coach and support of their outbound calling efforts and refers to the Sales & Service guide for call scripting and best practices. Coaches / Observes platform sales team on CARE Sales conversations, documentation of customer conversations in CARE Power app and usage of various sales tools (i.e LoanFit, CD comparison calculator, etc.) Communicates expectations, goals, and objectives to branch personnel on an ongoing basis with team meetings, individual coaching sessions, et. Reviews and recommends improved operating policies and procedures and ensures the proper implementation and maintenance of approved changes. Makes recommendations for branch personnel regarding employment, performance ratings, salary changes, promotions, transfers, and terminations. Coaches, guides, and mentors branch team members in the more complex phases of their work, including their personal development and career planning. Meets in person or follows up next day with all new-to-bank customers as part of the "Meet the Manager" program. CARE certified within 6 months of hire Manages the branch business development: Complexity of business calls including: School District Municipalities Public Funds Performs proactive outbound calls and/or onsite visits with both existing business customer and prospects businesses to grow existing relationships with additional services and/or generate new banking relationships. Prepares and processes applications and documentation for all loans. Prepares necessary loan tracking reports. Gathers details for new deposit account relationships. Takes applications for online banking and completes RDC installs. Acts as "first-line" human resource administrator to perform the following functions: Complete STELLAR classes as assigned by Employee Services Completes Leadership Basics as assigned by Consumer Bank Training. Coaches and observes sales platform team members by utilization of the Banker Observation form weekly. Performs ongoing coaching with all team members on the execution of behaviors and expectations outlined in the Branch Playbook. Reviews and coaches to the customer surveys received as part of the Customer Insight (Avannis) program. Completes employee performance reviews and conducts interviews with employees to discuss performance, goals, and objectives. Coordinates with Regional Management and Human Resources on branch staffing needs. Ensures staff development and handles succession planning and other personnel issues. Leads or assigns leadership of branch sales meetings, provides positive feedback regarding sales activity, and reviews branch sales goals on a weekly, monthly, and quarterly basis. Attends required training specific to Business Development, loan and credit decisions, coaching, Manager updates, and market and advisory board meetings as assigned. Manages branch profitability by paying particular attention to staffing/ES expenses, loan growth, deposit growth, fee income, efficiency ratios, and all assigned budget items. Interacts with line of business partners to further expand existing customer relationships and develop new contacts. Strong relationships with Business Partners to ensure ongoing successful customer impact, including request for proposals. Handles certain branch audit responsibilities in the areas of operations, compliance, and security. Oversees a satisfa