**Description**
WHAT IS THE OPPORTUNITY?
Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch.
• Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow.
• They may assist the Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team.
• This person will support internal sales activities including providing product and cross-sell opportunity identification training to their staff, recognizing referral/sales opportunities from the team, and making appropriate product/service recommendations to clients they interact with.
WHAT WILL YOU DO?
• Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy.
• This colleague understands and is able to execute all functions of the daily processes, including, but not limited to, appropriate cash handling responsibilities.
• In addition, supports, develops, motivates, and coaches banking office sales/service colleagues.
• Is one of the experts in risk management and loss prevention.
• Partners with the CM in completing, monitoring and auditing branch certifications and operational reviews.
• Utilizes an organized approach to manage and prioritize daily activities to meet all deadlines.
• Acts as a champion for clients and colleagues providing exemplary service.
• Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
• Promotes and facilitates cross-selling of bank services to existing and potential clients in order to meet established branch sales and referral goals.
• Works with business partners to deliver solutions in order to maintain and grow client relationships.
• Recognizes and recommends cross-selling opportunities to maximize banking office profitability.
• Supports and partners with the CM to proactively develop colleagues to achieve results and accurately assess strengths.
• Provides feedback, mentoring, and opportunities for development to help colleagues achieve their full potential.
• Provides instructions and information to colleagues on regulatory procedures, bank policies, legal requirements and other banking standards.
• Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management.
• Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
• Minimum 3 years of direct sales experience required.
• Minimum 2 year's experience in a banking environment required.
• Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.
• Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act
Additional Qualifications
• Good knowledge of Bank policies and procedures and regulatory compliance.
• Working knowledge of Bank products and services.
• General knowledge of Bank audit procedures.
• Strong interpersonal, verbal and written communication skills.
• Ability to organize and prioritize work.
• Good problem-solving skills.