Branch Manager - Team Leader

Position Summary:

Responsible for all phases of sales efforts and branch operations. Works closely with Market Leader on branch strategy and implementation. Utilizes branch partners in the development and maintenance of all lines of business, including, but not limited to retail, commercial and Pioneer Wealth Management client relationships.

• Responsible for achieving established sales goals, including core deposit growth, through retention and development of existing client relationships by actively promoting and referring Pioneer Bank and Pioneer Wealth Management products and services.
• Utilizes partnerships with Business Banking Officer and Market Leader in soliciting commercial business outside the branch office as well as cultivating retail business. Participates in appropriate community activities and organizations in order to enhance sales efforts and the visibility of the bank.
• Collaborates with Pioneer Wealth Management Team to develop and coach branch staff. In addition, enhances foundational knowledge of products/services with the ability to recognize opportunities to develop and refer both retail and commercial relationships.
• Develops and executes coaching strategy within the branch team in conjunction with the Market Leader. Builds competencies and confidence of branch staff in order to achieve team goals as assigned by Retail Management. Consistently executes on this coaching strategy.
• Upholds established customer service standards and expectations. Leads by example and holds branch team accountable to those standards.
• Oversees all functions of the branch to ensure all policies and procedures are adhered to on a daily basis.
• In conjunction with the Market Leader, handles scheduling, counseling, supervising, evaluating, and disciplining all personnel within the branch. Mentors, empowers, and develops all members of the management team.
• Provides continuous coaching and evaluation of staff sales efforts and monitors results to meet or exceed performance results as defined in Branch Incentive Program.
• Monitors staff compliance with all Bank policies and procedures within the branch, through training and counseling.
• Coaches team around security and compliance for the proper implementation and maintenance of security controls as set forth by the Bank's Security Officer.
• Advises Retail Management on market and community trends and/or other situations warranting bank management's involvement.
• Maintains control over and makes recommendations regarding the physical environment based on customer service, and employee and customer safety and security. Addresses any injuries or illnesses promptly, alerting appropriate Bank management staff, depending on whether the incident involves a customer or employee. Completes timely documentation of such incidents.
• Ensures that department practices comply with Federal and State laws and corporate human resource policies.
• Interviews, selects and trains staff in accordance with the Bank’s EEO/AA commitment. Evaluates performance and makes recommendations for advancement and merit increases. Motivates and counsels assigned staff to increase professionalism, exceed customer service expectations, and encourage professional development.
• Ensures that department practices comply with Federal and State laws and corporate human resource policies; assists in the development, implementation and administration of human resource policies and programs.
• Promotes and complies with EEO (Equal Employment Opportunity) and Affirmative Action by identifying problem areas and establishing and meeting goals to eliminate underutilization of females, minorities, individuals with disabilities, disabled veterans, and veterans of the Vietnam era.
• Develops subordinates and others in the bank, when requested, for the purpose of succession planning.

• Minimum of 2 years retail sales management experience, including responsibility for direct supervision of staff.
• Bachelor’s degree in Business or related field preferred.
• Ability to demonstrate sales skills and capacity to motivate branch staff to cross sell financial services.
• Experience in coaching, leading, mentoring staff required.
• Previous sales experience required.
• Proven ability to comply with policies and procedures to maintain accuracy and meet deadlines.
• Bilingual ability a plus.
• Attainment of Notary Public certification preferred, or ability to obtain within 6 months of acceptance of position.
• Proficiency with MS Word and Excel, E-mail, internet software, and capacity to learn retail banking computer system is essential.
• Access to reliable transportation in order to travel on short notice plus valid driver's license and ability to maintain this throughout employment.
• Ability to maintain a flexible daily schedule including evenings and Saturdays.