This position provides strategic and experienced leadership and management for a high-opportunity branch team ensuring profitability, growth, and sound operation. This position is responsible for driving branch teammates to provide a best in class client experience while assisting new and existing clients through needs-based conversation and providing appropriate solutions to meet immediate, short-term and long-term financial needs.
Requirements
- Deliver strong individual and team sales/referral performance in deposits, loans, investment and other product lines
- Provide excellent client experience through needs-based conversations
- Direct, lead and coach superior sales and service behaviors and activities by the entire team, leveraging the Sales & Service Playbook
- Drive business development of the branch to deliver both strong team performance and strong individual performance through personal productivity in the areas of small business, mass affluent, Workplace Solutions, and line of business partnerships
- Collaborate frequently with other lines of business on market-level strategic initiatives, working closely with all line of business partners to meet bank-wide objectives
- Develop and execute plans in order to meet/exceed of branch sales goals while maintaining an operationally efficient and compliant branch
- Drive growth through outside business development, effectively calling on and developing relationships with centers of influence to generate client acquisition and referrals
- Conduct sales efforts, as required, to bring in new primary relationships, while also maintaining and expanding existing personal and business banking relationships
- Review performance results via analytics dashboards and other sources to assess performance and make necessary adjustments in team initiatives, teammate coaching, etc.
- Successfully execute Performance Leadership routines, coaching teammates, and utilizing formal observations and branch performance metrics in order to manage and measure branch success
- Develop and maintain relationships with existing small business and mass affluent clients to continually retain/deepen those relationships, earn referrals, and achieve goals
- Develop effective COI network to contribute to business development and client growth success
- Promote and represent the bank through community involvement during and after business hours
- Support and implement initiatives for CRA and Fair Lending
- Represent the Bank in targeted business or community organizations as well as participate in Bank-sponsored events and maintain a business referral network
- Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.
- Ensure that all required training is successfully completed by the entire team
- Ensure branch follows bank procedures, internal controls, regulatory policies & procedures, risk management and the Code of Conduct
- Interview and select candidates to fill branch positions
- Coach, train, and develop branch team through formal observations and coaching sessions
- Manage teammate performance development process including performance reviews
- Educate teammates on products, services, and digital capabilities
- Analyze reports to respond and coach accordingly
- Conduct performance counseling, including making and recommending disciplinary action decisions
- Ensure all teammates follow internal controls, operational procedures and risk management policies
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance
