Retail Engagement Manager jobs in United States
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Columbia Bank ยท 22 hours ago

Retail Engagement Manager

Columbia Bank is seeking a Retail Engagement Manager to lead and implement sales initiatives that support regional goals. The role focuses on fostering exceptional client service, developing relationships, and achieving financial goals across branches.

BankingFinanceFinancial Services

Responsibilities

Lead and implement sales initiatives to support regional goals by creating and fostering a culture of exceptional client service and client relationship acquisition and growth
Teach, Train, and Model the use of UB Way practices to branch team members and leaders to help identify and recommend appropriate bank products and services to clients
Actively participate in and support Market Region Managers, Region Managers, and Branches with business development, client and prospect calling, and other relationship building activities
Create and implement tools to deepen client relationships through the use of Client and Business Financial Reviews
Provide strong support to branches and regions in meeting or exceeding financial goals in lending, deposit, and NII/revenue generation
Identify innovative ideas and enhancements of ways to generate revenue and enrich sales and service performance through both nontraditional and traditional channels
Drive communication, inspiration, and recognition with regards to campaign results
Work with Branch Managers on the successful onboarding of new team members in relation to the use of Breakthrough Client Service practices and use of the UB Way
Build reward and recognition programs to include campaigns, promotions, and quarterly and annual awards
Build and maintain close working relationships with operational partners to ensure leadership has one voice
Collaborate with all lines of business and departments of the Bank to add value and drive broad and appropriate solutions for clients

Qualification

Retail banking managementConsumer lending experienceSmall business lendingSales leadership skillsCoachingChange managementBusiness banking acumenCustomer service skillsMentoringCommunication skills

Required

7 years of retail banking management experience or the commercial equivalent required
7 years of consumer and small business lending experience required
Strong coaching, mentoring and teaching skills to support associate learning, development and success
Business banking acumen
Change management leadership skills
Ability to understand the importance of technology in the retail banking model
Solid understanding of operating and compliance regulations
Experience supporting the sales goals and budgets of multiple locations
Experience identifying potential development and implementation of a marketing plan to gain new business and retain existing customers
Sales leadership skills
Excellent communication skills
Self-starter who takes initiative
Exceptional customer service skills
Ability to travel

Preferred

Bachelor's Degree preferred
7 years of experience supporting multiple retail banking locations preferred

Benefits

Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k)-retirement savings plan with employer match for qualifying associate contributions
An employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Access to an online discount marketplace
Paid vacation
Sick days
Volunteer days
Holidays

Company

Columbia Bank

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Columbia Bank is a provider of personal and business banking services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2020-06-01Acquired

Leadership Team

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Kelly Kelly
VP, Human Resources Business Partner
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Todd Leber
Chief Commercial Banking Officer
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Company data provided by crunchbase