Retail Branch Manager: Scranton Financial Center

General Responsibilities

Responsible for managing the Retail Branch Office in order to meet the financial services needs of customers in the assigned community market area; ensuring the office's compliance with operating policies and procedures and outside regulatory requirements; organizing the work and activities of the Retail Branch Office in order to achieve established goals; directly supervising assigned personnel; communicating with appropriate management and staff personnel; providing periodic reports; performing all of the duties of an Assistant Retail Branch Manager and Universal Banker.

Essential Duties

1. Manages the Retail Branch Office in order to meet the financial services needs of customers in the assigned community market area as follows:

1. Provides a passionate and engaging experience to all customers, both internal and external, and at all touchpoints, through committed execution of the Fidelity Model Experience and commitment to the Core Values of the organization; creates and sustains an environment that promotes loyalty, commitment and retention.

1. Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled.

1. Makes "outside" sales and customer service calls on present and prospective customers within the office's market area.

1. Ensures that the branch office is properly staffed and that the staff is trained to meet customer service needs as well as sales objectives.

1. Ensures that all retail sales initiatives are carried out in a positive and timely manner.

1. Makes certain that all office operations are performed in accordance with established Bank policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc.

1. Provides for the proper security, maintenance, and cleanliness of the office; supervises the opening and closing of the building and vault; makes necessary provisions for the securing and accounting of negotiable papers.

1. In consultation with the sales staff, establishes specific sales and customer service goals for each sales representative.

1. Makes certain that all customer service personnel are adequately trained both with respect to product knowledge and selling techniques.

1. Ensures that all sales and customer service reporting information is provided on a timely basis.

1. Conducts regularly scheduled (at least monthly) sales and customer service meetings.

1. Serves as an active member of the office customer service team by performing all of the duties of a Universal Banker and, as such, is held accountable for sales performance.

1. Actively participates in the community in a manner that reflects favorably on the Bank.

1. Assists in the development of the annual budget for the office and adheres to budget parameters.

1. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.

1. Ensures understanding of the company’s policies and procedures pertaining to compliance. Cooperate with, participate i