Savings Bank of Danbury
About the Organization
We are people serving people. Established in 1849, Ives Bank is a full‑service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access their accounts and manage their money anytime, on the go. We are committed to employing highly‑motivated people who value customer care, professionalism, and team success.
EEO Statement Ives Bank is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Position Branch Relationship Manager
Full‑Time
Job Title Branch Relationship Manager (Bi‑Lingual)
Job Summary The Branch Relationship Manager is responsible for successfully leading branch sales and relationship building, including daily operations, service quality, and financial performance. The role works with group leaders and assigned staff members with a bank‑wide focus.
Key Responsibilities The Branch Relationship Manager is responsible for team leadership, meeting/exceeding branch performance goals, managing all aspects of branch operations, maintaining a high level of service quality, producing accurate branch service quality and reporting, ensuring branch compliance, security, assisting with sales and marketing activities, and maintaining branch condition.
Branch and Personal Sales Performance Goals/Reporting
Achieve branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals
Provide sales support to the team utilizing sales coaching techniques to ensure established branch goals are attained
Open, cross‑sell, and maintain existing accounts and products for new and existing customers; monitor sales for the team daily
Take a proactive sales and service approach by following up with customers, making calls with an emphasis on setting appointments for other financial needs
Assist in outside sales calls on local businesses as needed
Work with assigned Community Development Manager, Mortgage, Commercial and Investment Representatives to meet required monthly referral goals
Review and monitor referrals in CRM and Excel
Proactively notify Retail Branch Support Manager of situations related to personnel, customers, competition and market trends that may affect future performance
Prepare and implement a cross‑training plan with each staff member on products and services
Work with staff on making recommendations for customers by using open‑ended questions
Expand branch network and sales opportunities by developing relationships with individuals and businesses throughout the community
Obtain appropriate approval for customer exceptions as required by the bank policy
Conduct bi‑weekly one‑on‑one meetings with each employee to assess development needs
HR Management Functions
Partner with Branch Support Manager and HR in the interviewing process of new hire candidates
Monitor all performance and conduct periodic performance reviews/coaching sessions for staff members; review, approve performance reviews for direct and indirect reports
Complete performance reviews on time for each direct and indirect report. Submit to Branch Support Manager or SVP Retail Banking for approval and delivery
Review incentive compensation for accuracy and communicate with employees on their progress
Add and review team feedback and provide action plans or performance improvement plans as needed
Review staffing needs to ensure branch is staffed properly during peak hours
Manage employee time and attendance by verifying time worked and approving time cards before weekly cutoff
Assist and support other branches for staffing as needed
Team Leadership/General Management
Follow all Bank policies/procedures
Be aware of and comply with CRA guidelines and policies, ethics policy, and the bank’s non‑discrimination policy; comply with banking regulations
Comply with all daily, monthly and quarterly security procedures
Perform and/or assist with all branch audits such as semi‑annual Branch audit, safe deposit box audit, teller cashbox audits, marketing audits, etc.
Comply with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags
Coach staff to provide consistent customer service and to recognize sales and cross‑selling opportunities
Provide a minimum of one piece of valuable feedback in Threads twice quarterly for a team member or business partner
Consistently read feedback and follow up with relevant training, mentoring, encouragement and accountability for individuals on the team
Always demonstrate Bank's Core Values
Assist fellow employees with enthusiasm and motivation
Maintain a neat work area, follow the Bank's Clean Desk Policy and assist team members to do the same
Strike a balance between individual work and delegation of assignments
Service/Branch Operations
Supervise the day‑to‑day operations of the branch and ensure all team members have adequate skills and product knowledge
Delegate responsibilities and perform scheduling to efficiently service customer requests and manage periods of heavy traffic at the branch
Monitor team performance related to outstanding service that achieves high customer satisfaction and builds strong, long‑term customer relationships
Maintain the condition of branch building and equipment, such as ATMs, including cleanliness, security, and maintenance
Monitor customer complaints and record them in the Complaint Tracker with resolution; provide reminders and training when needed for staff to bring complaints forward and track accordingly
Assist branch employees when needed
Provide on‑the‑spot customer service coaching as needed to assist team members with proficiency
Position Requirements
Bi‑Lingual (Spanish or Portuguese)
Associate degree or an equivalent, banking and sales experience
3+ years of relevant experience in retail branch management (preferred)
Advanced knowledge of banking customer service principles and processes
Strong team leadership skills
Strong interpersonal skills including verbal and written communication and listening skills
Relevant experience developing and achieving team goals
Strong computer and banking software experience
Proven ability to stay current with and comply with industry regulations
Experience analyzing current market conditions to determine future business opportunities
NMLS Registered
Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hours Per Week: None Specified
This position is currently accepting applications.
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EEO Statement Ives Bank is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Position Branch Relationship Manager
Full‑Time
Job Title Branch Relationship Manager (Bi‑Lingual)
Job Summary The Branch Relationship Manager is responsible for successfully leading branch sales and relationship building, including daily operations, service quality, and financial performance. The role works with group leaders and assigned staff members with a bank‑wide focus.
Key Responsibilities The Branch Relationship Manager is responsible for team leadership, meeting/exceeding branch performance goals, managing all aspects of branch operations, maintaining a high level of service quality, producing accurate branch service quality and reporting, ensuring branch compliance, security, assisting with sales and marketing activities, and maintaining branch condition.
Branch and Personal Sales Performance Goals/Reporting
Achieve branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals
Provide sales support to the team utilizing sales coaching techniques to ensure established branch goals are attained
Open, cross‑sell, and maintain existing accounts and products for new and existing customers; monitor sales for the team daily
Take a proactive sales and service approach by following up with customers, making calls with an emphasis on setting appointments for other financial needs
Assist in outside sales calls on local businesses as needed
Work with assigned Community Development Manager, Mortgage, Commercial and Investment Representatives to meet required monthly referral goals
Review and monitor referrals in CRM and Excel
Proactively notify Retail Branch Support Manager of situations related to personnel, customers, competition and market trends that may affect future performance
Prepare and implement a cross‑training plan with each staff member on products and services
Work with staff on making recommendations for customers by using open‑ended questions
Expand branch network and sales opportunities by developing relationships with individuals and businesses throughout the community
Obtain appropriate approval for customer exceptions as required by the bank policy
Conduct bi‑weekly one‑on‑one meetings with each employee to assess development needs
HR Management Functions
Partner with Branch Support Manager and HR in the interviewing process of new hire candidates
Monitor all performance and conduct periodic performance reviews/coaching sessions for staff members; review, approve performance reviews for direct and indirect reports
Complete performance reviews on time for each direct and indirect report. Submit to Branch Support Manager or SVP Retail Banking for approval and delivery
Review incentive compensation for accuracy and communicate with employees on their progress
Add and review team feedback and provide action plans or performance improvement plans as needed
Review staffing needs to ensure branch is staffed properly during peak hours
Manage employee time and attendance by verifying time worked and approving time cards before weekly cutoff
Assist and support other branches for staffing as needed
Team Leadership/General Management
Follow all Bank policies/procedures
Be aware of and comply with CRA guidelines and policies, ethics policy, and the bank’s non‑discrimination policy; comply with banking regulations
Comply with all daily, monthly and quarterly security procedures
Perform and/or assist with all branch audits such as semi‑annual Branch audit, safe deposit box audit, teller cashbox audits, marketing audits, etc.
Comply with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags
Coach staff to provide consistent customer service and to recognize sales and cross‑selling opportunities
Provide a minimum of one piece of valuable feedback in Threads twice quarterly for a team member or business partner
Consistently read feedback and follow up with relevant training, mentoring, encouragement and accountability for individuals on the team
Always demonstrate Bank's Core Values
Assist fellow employees with enthusiasm and motivation
Maintain a neat work area, follow the Bank's Clean Desk Policy and assist team members to do the same
Strike a balance between individual work and delegation of assignments
Service/Branch Operations
Supervise the day‑to‑day operations of the branch and ensure all team members have adequate skills and product knowledge
Delegate responsibilities and perform scheduling to efficiently service customer requests and manage periods of heavy traffic at the branch
Monitor team performance related to outstanding service that achieves high customer satisfaction and builds strong, long‑term customer relationships
Maintain the condition of branch building and equipment, such as ATMs, including cleanliness, security, and maintenance
Monitor customer complaints and record them in the Complaint Tracker with resolution; provide reminders and training when needed for staff to bring complaints forward and track accordingly
Assist branch employees when needed
Provide on‑the‑spot customer service coaching as needed to assist team members with proficiency
Position Requirements
Bi‑Lingual (Spanish or Portuguese)
Associate degree or an equivalent, banking and sales experience
3+ years of relevant experience in retail branch management (preferred)
Advanced knowledge of banking customer service principles and processes
Strong team leadership skills
Strong interpersonal skills including verbal and written communication and listening skills
Relevant experience developing and achieving team goals
Strong computer and banking software experience
Proven ability to stay current with and comply with industry regulations
Experience analyzing current market conditions to determine future business opportunities
NMLS Registered
Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hours Per Week: None Specified
This position is currently accepting applications.
#J-18808-Ljbffr