Unified Bank
Retail Banking Executive & Area Sales Manager
Unified Bank, Jewett, Ohio, United States, 43986
Retail Banking Executive & Area Sales Manager
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Responsible for creating better lives and futures for the people and communities that we proudly serve. Manages Customer Relationships at assigned Banking Centers. This position directs, manages, and increases loans, deposits, and cross‑sells other Bank products and services to achieve annual assigned achievement objectives. Continuously works to develop new business and increase/retain existing retail customers. This position is accountable for working with the Customer Experience & Sales Executive to ensure the successful operation of each Banking Center and its personnel.
FLSA Status: Exempt • Department: Retail Banking
Reporting Relationships: Reports directly to the Executive Vice President, Chief Lending & Chief Operating Officer.
Duties and Responsibilities
Champions and conducts self according to the UNIFIED Way.
Directly responsible to ensure deposit and loan budgets are met, and to maintain compliance with Bank and regulatory policies and procedures; provides leadership.
Responsible for assisting the Customer Experience & Sales Executive with motivating and training Team Members to sell additional products and services to current/new customers and work to increase market share; monitors progress and coaches, trains, leads and motivates staff to ensure branch goal attainment. Directs the branch’s strategy in the achievement of goals in accordance with corporate management’s approval.
Responsible for consumer, non‑complex commercial and non‑purchase mortgage lending to help attain corporate objectives. Maintains active internal and external calling program to attain production needs in lending and deposits as well as achievement objective attainment.
Works with Mortgage Loan Originator and the Mortgage Banking Executive to ensure objectives are achieved.
Continuously works to develop new business and increase/retain existing retail customers. This includes community involvement and exposure, building relationships with centers of influence and direct customer contact.
Monitors that all security and compliance issues are followed in accordance with policies.
Provides additional staff training as needed.
Assists Supervisors and CSRs with customer lending inquiries.
Actively participates in, and supports, Community Activities to promote the Bank and its products.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, including, but not limited to the Bank Secrecy Act, the Community Reinvestment Act (CRA), Equal Credit Opportunity Act, Lending Regulations, Deposit Regulations, etc.
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 workplace.
Performs other related duties as assigned.
Qualifications
Bachelor’s Degree in Business/Finance and/or 5 years of relevant experience in the Banking Industry.
Exceptional Leadership and Coaching skills.
Knowledge and understanding of Customer Service Representative, Customer Service Supervisor and Mortgage Loan Originator responsibilities.
Knowledge and understanding of the Loan Application process.
Experience with Microsoft Office products.
Must maintain an active NLMS status.
Work Requirements
Exceptional Business Communication Skills (both verbal and written).
Effective Ability to manage and motivate others.
Exceptional Organizational Skills.
Proficient computer and typing skills.
Exceptional Customer Service ability.
Highly Detail Oriented.
Strong ability to work independently and as part of a team.
Ability to lift 40 pounds.
Starting salary commensurate with experience.
Seniority level: Mid‑Senior level – Full‑time – Sales and Business Development – Banking
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Responsible for creating better lives and futures for the people and communities that we proudly serve. Manages Customer Relationships at assigned Banking Centers. This position directs, manages, and increases loans, deposits, and cross‑sells other Bank products and services to achieve annual assigned achievement objectives. Continuously works to develop new business and increase/retain existing retail customers. This position is accountable for working with the Customer Experience & Sales Executive to ensure the successful operation of each Banking Center and its personnel.
FLSA Status: Exempt • Department: Retail Banking
Reporting Relationships: Reports directly to the Executive Vice President, Chief Lending & Chief Operating Officer.
Duties and Responsibilities
Champions and conducts self according to the UNIFIED Way.
Directly responsible to ensure deposit and loan budgets are met, and to maintain compliance with Bank and regulatory policies and procedures; provides leadership.
Responsible for assisting the Customer Experience & Sales Executive with motivating and training Team Members to sell additional products and services to current/new customers and work to increase market share; monitors progress and coaches, trains, leads and motivates staff to ensure branch goal attainment. Directs the branch’s strategy in the achievement of goals in accordance with corporate management’s approval.
Responsible for consumer, non‑complex commercial and non‑purchase mortgage lending to help attain corporate objectives. Maintains active internal and external calling program to attain production needs in lending and deposits as well as achievement objective attainment.
Works with Mortgage Loan Originator and the Mortgage Banking Executive to ensure objectives are achieved.
Continuously works to develop new business and increase/retain existing retail customers. This includes community involvement and exposure, building relationships with centers of influence and direct customer contact.
Monitors that all security and compliance issues are followed in accordance with policies.
Provides additional staff training as needed.
Assists Supervisors and CSRs with customer lending inquiries.
Actively participates in, and supports, Community Activities to promote the Bank and its products.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, including, but not limited to the Bank Secrecy Act, the Community Reinvestment Act (CRA), Equal Credit Opportunity Act, Lending Regulations, Deposit Regulations, etc.
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 workplace.
Performs other related duties as assigned.
Qualifications
Bachelor’s Degree in Business/Finance and/or 5 years of relevant experience in the Banking Industry.
Exceptional Leadership and Coaching skills.
Knowledge and understanding of Customer Service Representative, Customer Service Supervisor and Mortgage Loan Originator responsibilities.
Knowledge and understanding of the Loan Application process.
Experience with Microsoft Office products.
Must maintain an active NLMS status.
Work Requirements
Exceptional Business Communication Skills (both verbal and written).
Effective Ability to manage and motivate others.
Exceptional Organizational Skills.
Proficient computer and typing skills.
Exceptional Customer Service ability.
Highly Detail Oriented.
Strong ability to work independently and as part of a team.
Ability to lift 40 pounds.
Starting salary commensurate with experience.
Seniority level: Mid‑Senior level – Full‑time – Sales and Business Development – Banking
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