Description
The Leader Associate is responsible for completing a sales management training program which combines on-the-job and classroom training to prepare the associate for placement as a Leader in a branch. Upon successful completion of the program, you may be placed in an Assistant Manager or Banking Center Manager position based upon business need and demonstrated abilities, where your duties will include, but are not limited to:
- Conducting and approving quarterly and yearly performance evaluations of associates, plus developing and monitoring individual quarterly development plans for all direct reports.
- Generating sales leads through community outreach activities and developing business partners, while building internal relationships.
- Directly working with customers to build relationships, undercover and satisfy their needs through the sale of financial products and services, while running all aspects of an efficient and productive branch.
- Spending a majority of your time on the sales floor leading from the lobby, by greeting customers, directing them to the appropriate areas of the branch and ensuring that the customer's needs are met.
- Ensuring the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service.
- Establishing the staffing schedule for the branch, and assisting with teller recruiting and performance management activities.
- Periodically communicating with upper management to review branch performance assessments and update staff on business developments.
- Supervising and coaching teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same.
- Creating workforce stability by cultivating an engaged, enthusiastic and well-coached team.
- Ensuring completion of regulatory compliance and training specific to sales and service responsibilities for you and your associates.
- Managing difficult situations with customers and providing clients with information, data and advice.
Qualifications
Required skills:
- A minimum of two or more years recent experience leading, managing, motivating and developing a team, including sales associates, to meet and exceed assigned goals, within a goal and/or commission-based environment
- Availability to work weekends and/or extended hours as required to the run the business
- Experience writing and delivering performance evaluations
Desired Skills/Assets:
- BILINGUAL SPANISH SKILLS (fluent verbal and written)
- Sales management experience in the following fields: banking/financial services, mortgage, retail or hospitality
- Proficient with all Microsoft applications (Word, Outlook, Excel etc.)