Top Retail Banking Product Executive jobs in Worcester, MA

Duties and Responsibilities 

•  Oversees all aspects of banking center operations, and aligns all activities and resources to achieve Bank goals. Ensures a consistently positive customer experience at assigned banking center location by motivating the banking center team to deliver exceptional customer service and to reach to achieve trusted advisor relationships with each customer.
• Fosters an active and positive sales culture in the banking center through the creation of annual Country Bank Experience plans, including sales development initiatives as well as strategic business development plans. Supports sales promotions and promotional campaigns through positive communication and engagement.
• Develops new customer relationships by conducting outbound calls, building centers of influence and using additional sales tools to meet established sales and service goals and objectives. Works to expand existing customer relationships through ongoing customer outreach. Responsible for mortgage, commercial loan, cash management, and merchant service referrals to other applicable internal business lines.
•  Represents the Bank through visible leadership involvement in various community-related activities to promote goodwill and generate new business. Attends community events and Bank functions, including extended and weekend hours.
• Ensures effective communication to staff on all policies, procedures, Bank-wide initiatives or operational changes. Facilitates banking center meeting discussions regarding leadership, employee development, product knowledge, sales and goal objectives. 
• Opens new accounts and conducts other advanced customer service transactions. Demonstrates sound knowledge of Bank products and services.
• Originates and closes consumer and home equity lines of credit loans and Small Business Express.  
• Serves as a subject matter expert in matters of banking center banking, including policies, market trends and sales efforts. Attends meetings, training classes, webinars and seminars appropriate to job responsibility to stay current and knowledgeable of banking trends and all Country Bank products and services. 
•  Responsible for running a cash drawer as needed, and maintaining an excellent teller balancing record in compliance with the Bank’s established Teller Performance Criteria.  
•  Is required to work 2-3 weekend days per month, as needed.
•  Responsible for building long-lasting relationships with customers, community and colleagues through the embodiment of our Core Values: Integrity, Service, Teamwork, Excellence and Prosperity.
•  Other job duties, as assigned.

Supervisory Responsibilities

Manages five (5) to ten (10) employees.

Fosters a culture consistent with the Bank’s Core Values within the department.  Leads employees in performance management by providing clear expectations of performance and behavior, ongoing feedback, and honest appraisal of results.  Coaches and empowers team members by providing both personal and professional development opportunities.

Knowledge and Skills

It is required that the employee in this position can manage and lead a team, as well as work both independently to build and deepen customer relationships with internal and external customers. This employee should be able to interpreting ideas and facts, while also analyzing and interpreting federal and state laws and/or regulations.  This employee should have strong customer service and sales skills, as well as strong written communication skills and the ability to make effective presentations in a group setting. Employees with exceptional verbal and numerical aptitudes are preferred. Bilingual in Spanish preferred. 

This position requires intermediate knowledge of the Microsoft Office Suite, including Excel, Outlook, PowerPoint and Word. 

 Education and Work Experience

A Bachelor’s degree and/or certification from the New England School for Financial Studies is required.  A minimum of three years in retail banking or banking center experience is required. The ability to acquire and maintain a Notary Public license is required. Must maintain active registration with the Nationwide Mortgage Licensing System. 

 Working Conditions/Physical Requirements

This position is in a general Retail Branch environment and may require prolonged periods of standing and looking at a computer screen.  Minimal physical effort is required but could include: repetitive motion of wrists and fingers; reaching over the counter; talking and hearing; and the ability to lift and/or move up to 50 lbs.

Country Bank is an Equal Opportunity Employer. Diverse applicants encouraged to apply.