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Liberty Savings Bank · 2 hours ago

Financial Center Sales & Relationship Manager

Sarasota, FL

Full-time

Onsite

Entry, Mid Level

1+ years exp

Liberty Savings Bank is a financial institution seeking a Financial Center Sales & Relationship Manager to lead and mentor the sales staff. The role involves ensuring the financial center meets sales goals, providing excellent customer service, and managing daily operations effectively.

BankingFinanceFinancial ServicesLending

Responsibilities

Manages financial center sales staff to meet/exceed financial center sales goals by mentoring/coaching the staff, using the ERB process to cross-sell additional products/services with a focus on Health Savings Accounts (HSA)

Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality and responding to customer questions/requests in a timely manner

Performs banking transactions and opens new accounts as needed

Knowledge of Health Savings Accounts

Proficient at identifying customer needs, recommending specific products and/or services

Expands customer relationships by making appropriate referrals, such as investments, small business loans, commercial loans, and mortgage loans

Conducts daily CI huddles with staff members

Mentors/develops staff by providing on-going sales coaching, regular feedback on performance, opportunities for development, writing reviews, making recommendations to reward performance exceeding standards and handling employee disciplinary issues in a professional, objective and impartial manner

Ensures staffing levels are adequate to meet needs by conducting interviews and hiring staff, complying with federal, state, and local employment laws and promoting equal employment opportunity efforts

Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and performing internal financial center audit functions

Increases financial center efficiency and staff knowledge by ensuring employees are properly trained in banking transactions, customer service and cross selling skills, proper telephone etiquette and company goals

Conducts presentations at manager meetings

Satisfactory Mystery Shops for the Manager and the Employees that are supervised

Represents the financial center in the local community by participating in civic and community events and activities

Assists Region Manager with the financial center budget process by providing suggestions when preparing the annual budget goals and controlling staff overtime and supply expense

Identifies loan opportunities and makes tele-consulting calls

Contributes to the team effort by working on special projects/reports, performing other job-related duties, and accomplishing related results

Qualification

Banking experienceSales techniquesLeadership skillsHealth Savings AccountsCustomer serviceCommunication skillsComputer skillsProfessional appearanceFlexibility

Required

Associate's Degree in related field or equivalent business experience required

Minimum 18 months combination banking and sales experience required, to include retail banking and consumer lending

Ability to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations required

Demonstrates leadership/decision-making skills and the ability to motivate/lead staff is required

Strong communication skills and the ability to communicate with all types of individuals provide superior customer service and work well with others is required

Professional manner and a well-groomed business-like appearance required

Flexibility to participate in civic/community activities and work a flexible schedule based on financial center need is required

Computer skills and the ability to utilize industry-related software are required