Retail Branch Trainer jobs in Rochester, NY

Salary Range: $55,500 - $64,300

PRIMARY RESPONSIBILITY:

The Retail Branch Supervisor will assist with the day-to-day operations of a retail banking office; promote excellent client services, support proper staffing levels, assist in safeguarding that branch procedures are being accurately followed, and generate retail/small business sales and referrals. The Retail Branch Supervisor will be expected to lead by example; focusing on customer needs analysis and the cultivation of profitable relationships through the proactive sale of banking services.

In the absence of, or assisting the Branch Manager; responsible for the overall branch management including but not limited to operations, sales management and productivity. This position will require travel to other locations.

ESSENTIAL JOB FUNCTIONS:

• Primary back-up of Universal Banker, Banking Specialist, Relationship Banker and Branch Management during lunch hour, breaks, vacations, etc.
• Consistently exceed customer expectations by providing top notch customer service:
• Demonstrate a professional, helpful and friendly manner in welcoming guests and directing them appropriately. Greet clients with warmth, genuine interest and a smile.
• Provide exceptional customer service in answering general phone lines for the Bank.
• Process client banking transactions; maintain a high degree of accuracy and ensure compliance in processing teller transactions, opening and closing accounts and other banking operations as necessary.
• Contribute to client satisfaction by meeting sales and service expectations, resolving problems, and developing ideas to improve overall branch performance.
• Assist in developing initiatives for branch staff to generate sales from new customers as well as cross-selling to existing customers.
• Utilize a needs-based sales approach to understand clients’ needs and offer customized solutions.
• Develop new loans and core deposits from client/prospect base. Products to include: DDA, Savings, CDs, HELOCs, and other consumer and small balance commercial loans.
• Prospect and identify opportunities to refer to internal partners (Affinity Banking, Commercial, Cash Management and Residential Mortgage).
• Work with Credit Analysts to prepare loan approval packages as needed.
• Utilize nCino to memorialize all calling efforts and sales results.
• Obtain a working knowledge of bank products, services, policies and procedures.
• Make recommendations to improve operational efficiencies and controls.
• Active participation in demonstrating the behaviors outlined in the GRB Experience.
• Assist to maintain and ensure that all banking and regulatory policies and procedures are adhered to and are up to date.
• Perform branch administrative duties and other duties as assigned.

SECONDARY JOB FUNCTIONS:

• Responsible for Canadian tracking for the region.
• Responsible for execution of Executive Onboarding letters.
• Responsible for BCP oversite for Retail
• Responsible for managing ‘Expiring W8 Bens’- for Non-Resident Aliens for the bank (1x a year-November)
• Dormant Escheat and Pre-dormant customer outreach for the region
• Assist Area Manager with;
• Validation of Personal Banker’s quarterly sales results
• Competitor rate tracking -Backup
• Updating retail related procedures
• Doc Tracking
• Assist with consistent, proactive and timely outreach in relation to the success of the Mortgage Rewards Program
• Daily management of manual Mortgage Reward system tracking
• Assist Area Manager and Retail Banking Manager with assigned tasks as necessary.
• Each GRB location has additional responsibilities and specific duties unique to that particular office. Other tasks will be assigned accordingly, and as the manager sees fit, to assist with fulfillment of those needs.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree, preferably in a business related discipline or commensurate experience.
• 5 years’ sales and/or relationship management experience, preferably in Retail/Commercial Banking and/or outside professional sales required.
• Expertise in needs-based, consultative selling.
• Proficient understanding of credit review process including basic knowledge of financial statements and tax returns.
• Must have or be able to obtain a National Mortgage Licensing System (NMLS) number and remain active with the S.A.F.E Act registration throughout the duration of employment (with GRB assistance).

COMPETENCIES:

• Provide a remarkable client experience; greet clients with warmth, genuine interest and a smile.
• Lead by example; identify current or potential problems, take ownership and see them through to resolution.
• Act as a unified team; possess strong interpersonal skills including the ability to proactively communicate and help others within and across departments.
• Holds self and assists in holding others accountable for measurable, quality, timely results.
• Excellent (written and verbal) communication and listening skills.
• Is adaptive and receptive to change.
• Builds & maintains effective relationships at all levels both inside and outside of the Bank.
• Facilitates cooperation and motivates team members to accomplish group goals.
• Lives the GRB Experience brand for others to emulate; influences and communicates effectively.
• Demonstrates personal growth and learning.
• General knowledge of PC with Windows based applications, CRM software, and multi-phone use.
• Ability to manage multiple priorities in a fast-paced environment.
• Analytical, problem solving and decision-making abilities.
• Ability to make sound decisions.

PHYSICAL DEMANDS:

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.

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle, or feel and reach with hands and arms. The employee frequently is required to stand, sit, climb or balance, and talk or hear. The employee regularly is required to walk and stoop, kneel, crouch, crawl, and climb stairs. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The work environment is indoor and climate controlled. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Genesee Regional Bank is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, gender identity, marital status, disability, veteran status, or any other basis protected by applicable federal, state or local law.

THIS JOB DESCRIPTION IS SUBJECT TO CHANGE AT ANY TIME.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)