Sales & Service Leader - Valrico, FL

Job Title: Sales & Service Leader

Primary Location: 3467 Lithia Pinecrest Rd, Valrico, FL 33596

Employee Status: Full-time hourly

Estimated Hours/Week: 38

Workplace Type: Fully On-Site

Job Summary:

The Sales and Service Leader is responsible for leading member sales and service and the branch. Ensures compliance with regulatory guidelines and bank policies/procedures, mentors branch employees performance to promote a service and sales culture, and manages the daily interactions of staff with members. Recognizes and meets member needs by proactively selling and cross-selling appropriate products and services to new and existing clients. Supports the efforts and goals of the banking center.

Responsibilities:

• Conduct on the job training of, and continuing supervision of, Relationship Bankers.

• Ensure excellent Client Advocacy service on a daily basis. This includes client interactions with staff, quality of work processed to ensure client satisfaction, and scheduling for sufficient coverage necessary to handle client activity.

• Monitor, coach, and encourage sales and referrals by staff. Train staff on products and services of the bank.

• Monitor associate activities, assist with problems, and take action to ensure work standards and schedules are maintained.

• Ensure that the staff is trained on all bank security procedures and is strictly adhering to those procedures at all times.

• Ensure that all monthly and quarterly audits are conducted and that all audit procedures and policies are followed in the banking center.

• Perform supervision of office staff in the absence of the Market Leader. Fill in for absent staff members as needed.

• Promote positive bank image within the community which may include representing the bank in local organizations and events.

• Ensure maintenance and repair of office facilities and/or equipment as needed.

Preferred Education and Experience:

• A minimum of one year up to three years of similar or related experience.

• Experience in having served in an assistant branch manager capacity or related role required.

• Previous experience in sales, member service, and operations strongly preferred.

• Demonstrated understanding of retail banking operations and financial products and services.

LMCU is an Equal Opportunity Employer