Branch Manager - Sloatsburg

Leads the sales activities of all personnel within a branch, ensuring full utilization of the customer relationship management system to meet and exceed established sales goals. Manages operations and customer service activities within a branch, in delivering financial services products to current and potential consumer and business customers, while meeting established plans and ensuring regulatory compliance.
Principal Accountabilities
1. Oversee and participate in development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting customer needs for financial service products, while ensuring full utilization of the customer relationship management system. Identify customers with additional profit potential and develop action plans to expand these relationships; utilize sales programs to acquire new relationships.
2. Deliver business plan growth and income objectives; manage, coach and support branch employees on developing, managing and growing profitable customer relationships to support these efforts. Ensure the branch meets and exceeds established sales and revenue goals while keeping expenses minimized.
3. Manage daily sales activities and ensure achievement of results for branch-based Financial Advisors and Insurance Sales Officers, as applicable (primary managerial responsibility remains within the Brokerage business).
4. Participate in community organizations and activities to enhance the Company’s image and develop additional business and referral sources.
5. Manage 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.
6. Ensure suitability of the branch environment for business.
7. Ensure compliance monitoring is in place, including processes for management of operational risk, in accordance with Company and regulatory standards. .
8. Complete other related duties as assigned. Provide management direction to foster effective selection, development and reward of subordinates while contributing to initiatives in support of the Company’s Diversity programs.

We are proud to be an EEO/AA employer. We value diversity and offer a quality workplace.




job Requirements


* Minimum of five to ten years proven and progressive branch banking sales and operations experience or equivalent, including experience as a Small Business banker or Assistant Manager or equivalent as required including proven strong sales results and sales closing abilities.
Bachelors degree or equivalent experience.
Life, health series 6 and 63 licenses preferred.
Strong sales, sales planning, managerial, customer service, communications and interpersonal skills.
In-depth knowledge of Company products and services and pertinent operating procedures and regulations.
Commercial banking knowledge and expertise.
Thorough understanding of the customer service concept and its importance in developing and expanding account relationships. / gj-hh