Consumer Banking Regional Team Leader

Work Location:

1349 Wilmington Pike

West Chester, PA 19382

Work Hours:

Monday - Thursday 8:30 am - 4:00 pm

Friday 8:30 am - 6:00 pm

Saturday 9:00 am - 12:00 pm

(Must be flexible around branch hours)

Function:  Responsible is to assist the Regional Manager with the day-to-day sales and operations of assigned branches within the Region along with the management and operation of the branch in an effective and profitable manner, promoting bank products and services and providing quality customer service and satisfaction in accordance with the bank's policies, procedures, and philosophy. Performs lending activities.

Duties and Responsibilities:

• Assumes responsibility for ensuring the efficient and effective operation of the branch by performing the following functions:

  • Completes assigned training in conjunction with Consumer Bank Training & Operations Teams

  • Develops a strong Our Shared Future sales and quality service culture throughout the branch by acting as coach and team leader to instill a positive attitude and motivate branch employees.

  • Communicates expectations, goals, and objectives to branch personnel.

  • 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.

  • Guides and advises personnel in the more complex phases of their work, including their personal development and career planning.

• Manages the branch lending activities in consumer & Small Business lending:

  • Interviews loan customers.

  • Prepares and processes applications and documentation for all loans.

  • Prepares necessary loan tracking reports.

• Acts as "first-line" human resource administrator to perform the following functions:

  • Complete Bank’s leadership (STELLAR) classes as assigned by Employee Services

  • 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 weekly branch sales meetings, provides positive feedback regarding sales activity, and reviews branch sales goals on a weekly, monthly and quarterly basis.

• Oversees dashboard and pipeline management.

• Manages branch profitability by paying particular attention to staffing/ES expenses, loan growth, deposit growth, fee income, efficiency ratios, and all assigned budget items.

• Manages business relationships within the community they serve.

• Handles certain branch audit responsibilities in the areas of operations, compliance, and security.

• Directs delivery of services to the customer and attends to customers with special needs.

• CARE certified within 6 months of hire

• Uses a combination of CARE skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services to achieve lending and deposit growth and refers customers to other Lines of Business within the bank as appropriate.

• Utilizes Tableau for proactive outbound call list generation. 

  • Works with platform sales team as a coach and support of their outbound calling efforts

• Coaches / Observes platform sales team on the S&T Sales process and conversations, documentation of customer conversations in appropriate program and usage of various sales tools (i.e LoanFit, sales binder)

• Ensures branch operational excellence with ongoing communication with branch personnel to provide training and review bank policies, product knowledge and customer service responsibilities.

• Ensures that standards of professionalism are met by branch perso