Job Information
FirstBank PR BRANCH SALES ASSISTANT MANAGER - St. Croix in Virgin Islands
BRANCH SALES ASSISTANT MANAGER - ECR
Band:
Operational Leader
Reports To:
Market Manager
Job Code:
OL - 204
Department:
Sales and Distribution
FLSA Status:
Exempt
Division:
Sales and Distribution
Job Summary
The Branch Sales Assistant Manager, under the
direction and guidance of the Branch Manager, supervises, coordinates, coaches
to develop Branch employees’ orientation towards the sales culture, achievement
of goals and objectives, and delivery of service quality in accordance with
established guidelines, policies, procedures and regulations. Assists and supports the Branch Manager’s
efforts towards managing within an operationally sound and controlled
environment.
Essential Responsibilities
Affects the productivity of the sales force by monitoring,
coaching, and evaluating individual/team performance as it relates to the
application of sales techniques/methods and the achievement of objectives.
Ensures the delivery of service levels that meet the established
criteria and standards of the organization.
Supervises, evaluates and promotes the development of the sales
team, as well as recommends salary increases, promotions and training.
Monitors to ensure that all branch human resources, systems and work
programs are focused on maximizing the sales efforts, including the
referral process.
Supervises the selling process, ensuring compliance by sales staff
of applicable laws, rules, regulations, and policies and ensures that
required documentation is appropriately captured, recorded, and retained.
Delivers upon the cross selling program; enforces application and
compliance with the sales strategies and the bank’s established referral
program/concept (OSS).
Oversees compliance with established direct sales campaigns and
other related sales strategies.
Coordinates and leads staff meetings with the purpose of keeping
staff informed about results, new strategies, and goals.
Oversees compliance with all related policies and procedures,
notifying Branch Manager and all other appropriate personnel of identified
breaches and participating in the resolution or correction of noted
violations.
Promotes the growth of the branch personal loans portfolio by
motivating the sales force towards the achievement of branch goals,
supervising the process, including the disbursement process and the
delivery of acceptable service levels.
Assists with maximizing branch growth by participating and
contributing to planning and development activities.
Assists Branch Manager with audit preparedness and investigations
Complies with all related laws and regulations, including but not
limited to Bank Secrecy Act, Truth in Savings, Truth in Lending and
Community Reinvestment Act.
Assists with the promotion and maintenance of business stability
and retention of clients.
Encourages and supports the implementation and utilization of the
Total Quality Program, ensuring compliance with the requirements and
adherence to the quality standards defined.
Receives and routes commercial credit applications in the absence
of or upon delegation by the Branch Manager, assisting so that established
turn times and procedures are met.
Serves in the capacity of the Branch Manager during the absence of
the Branch Manager, ensuring the continuation of day-to-day operations of
the business.
Performs other related duties as assigned.
Supervisory Responsibilities
This position has
direct supervisory responsibilities for the Sales and Service
Representatives. Serves in the absence
of the Branch Manager, ensuring maintenance of established standards and
operational procedures.
In smaller retail
branch banking facilities, supervisory responsibilities include that of the
Service Representatives.
Competencies
·
Supervisory skills, including but not limited to
coaching, monitoring, evaluating performance, and motivational skills
·
Selling and Marketing techniques
·
Knowledge of the structure and content of the
English language including the meaning
and spelling of words, rules of composition, and grammar
·
Computer literate and proficient in MS Office
and other computer systems specific to the financial services industry.
·
Knowledge of Banking laws and regulations and
bank products and services
·
Capacity to analyze business information and
data and present alternatives
·
Problem resolution skills
·
Leadership orientation and skills
·
Ability to work with and/or lead teams
·
Knowledge of banking products and services
·
Sales and service orientation, with extensive
interpersonal and team building skills
·
Communication and presentation skills
·
Knowledge of administrative and clerical
procedures; managing files and record; and other related duties
·
Capacity to establish and maintain positive
relationships
·
Capacity to contribute to strategic planning
activities, and/or implement and administer a work plan inclusive of retail and
commercial strategies
·
Ability to work holidays, weekends, and flexible
schedules to support the Retail Branch Banking environment.
Independence of Judgment
The degree of
judgment is limited to the identification, defining and the recommendation of
solutions to problems of moderate-to-above moderate complexity. Final decisions regarding resolution of
identified problems must be approved by staff senior to this position.
Impact of Errors
Errors can impact
the ability to remain in the position, as well as they can impact the
accomplishment of the business objectives, the relationship with subordinate
staff, the organization’s image and external clients. Errors can result in legal and financial
consequences.
Interpersonal Communication
This position
requires significant degree of interpersonal communications with and between
internal and external clients with diverse associations.
Physical Demands
Reasonable
accommodations may be made to enable individuals with disabilities to perform
the essential functions of this job.
Specific vision abilities are required to include, but not limited to,
close and distance vision. Employee in
this position is required to sit, stand, walk, use hands and fingers to reach,
handle, feel, and perform data entry activities; talk and hear. Some activities of this position may occur
outside of the normal, typical office/bank environment.
Education
Associate’s Degree,
preferable in Business Administration or Finance or related field of study.
Experience
·
Minimum of 3 years experience in a supervisory
role, preferably in a financial services environment.
·
Minimum of 3 years experience in a sales role,
preferably in a financial services environment.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER