Community Banking Branch Business Sales Manager - Allentown
Firstrust BankAbout the role
FIRSTRUST BANK
RECOGNIZES THE LEADER IN YOU
As one of the region’s foremost community banking institutions, we take pride in fostering leadership.
As a Firstrust employee, your growth is our growth.
For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success.
For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity and accountability.
*On-Site Position*
The Branch Business Sales Manager is the branch’s primary driver of small business development, revenue and business deposit growth, and customer relationship expansion. This role leads to the branch’s sales strategy with a strong emphasis on acquiring, deepening, and retaining small business clients while ensuring exceptional customer experience and a high performing sales culture.
JOB DUTIES AND RESPONSIBILITIES:
• Responsible for the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate business and consumer services. Actively sells and promotes bank products to potential and existing business and consumer customers. Possesses knowledge of corporate products and services to suggest products.
• Uses time to develop business with existing customers, COIs, and prospects. Obtains new loans/deposits through the development and implementation of an internal/external calling program.
• Serve as the branch’s lead business development officer for small business clients.
• Proactively identify, pursue, and close new small business relationships, including deposits, lending, merchant services, treasury solutions, and other revenue generating products.
• Build and maintain strong relationships with local business owners, entrepreneurs, and centers of influence.
• Conduct regular outreach, onsite visits, and community networking to expand the branch’s small business footprint.
• Maintain a robust pipeline of small business opportunities and partner closely with business bankers, commercial lenders, and product specialists.
• Requires a desire to learn and understand the business customers’ needs and recommend solutions to meet those needs.
• Primary responsibility is to attain small business loans, deposit goals, and other sales goals as dictated by branch Scorecard or other qualitative measures. Oversight of overall branch sales goals – both business and consumer.
• Build strong partnerships with Business Banking, Consumer Lending, and Commercial Lenders, Private banking, Mortgage Officers, and all other partners within Bank to meet/exceed our customer’s expectations.
• Budgets time to ensure ongoing sales activities, develops tactics to achieve results each month and is accountable for meeting these goals.
• Develops and implements a strategic plan and continuously monitors the branch business and consumer sales performance with Branch Service Manager and Regional Market Manager as it relates to goals.
• Monitors loan, deposit, new account, referral and balance sheet goals and production to achieve consistent scorecard results.
• Evaluates and submits branch approval requests for fee rebates outside of the branch’s authority level limits.
• Embraces technology and Sales Force (Customer Relationship Management system) to manage all branch leads and opportunities for themselves and their team.
• Operates in accordance with all Bank audit and security policies and procedures and ensures branch compliance with all federal regulatory guidelines.
• Attends all required meetings by job family, required training, weekly pipeline meetings and participates in required sales activities including monthly calling blitz and call labs.
• Holds self and others accountable. Demonstrates the behaviors consistent with Firstrust Mission and Values.
• Leading a welcoming atmosphere that reflects our commitment to exceptional service specifically embracing and demonstrating MAGIC of customer service strategies.
• Demonstrates teamwork through flexibility and maintains effective communication with other departments to achieve Community Banking objectives and goals.
• Partners with all areas of the Bank to provide seamless service to our customers.
OTHER JOB DUTIES AND RESPONSIBILITIES:
The Branch Business Sales Manager must have strong listening and verbal communication skills for extensive business development calls and person-to-person interactions. The position requires excellent interpersonal, analytical, and critical thinking skills. The employee needs to communicate and exchange information with all levels of management, clients, and outside vendors. The employee must apply and estimate analytical data for trends and reporting purposes. Also, must have the ability to function in a financial
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