Job Description
Full job description
As Sales Coordinator, the incumbent is responsible for the
implementation and coordination of the Bank’s referral and
sales call and retail incentive programs. As the Community
office Manager III, the incumbent is responsible for the
administration and efficient daily operation of a full
service branch (deposits of between $25,000,000. and
$50,000,000. and processing between 5,000 and 10,000
transactions per month) including operations, lending,
product sales, customer service and security and safety in
accordance with the Bank’s policies and procedures.
Develops new deposit and loan business; provides a superior
level of customer relations and promotes the sales and
service culture through coaching, guidance and staff
motivation; achieves individual and branch sales goals
through new business sales, referrals and retention of
account relationships. Provides leadership, training,
supervision; ensures the branch is adequately staffed with
employees committed to the bank and branch goals; delegates
day to day operations to other branch personnel.
Responsible for attaining established bank and branch goals
through active participation in management and officer call
programs. Participates in community affairs to increase the
Bank’s visibility and to enhance new and existing business
opportunities.
ESSENTIAL DUTIES
1. Demonstrates core values and guiding principles as
outlined in the Bank's Mission, Vision and Value
Statements of which the following are illustrative:
a. Gives exceptional customer service to both internal
and external customers by providing prompt, polite
and effective communication.
b. Participates as a member of the team.
c. Positively and proactively contributes to the Bank's
Strategic Plan.
d. Demonstrates support of Management.
2. Ensures that all activities and work functions adhere to
compliance requirements as are defined in company policies
and procedures as well as state/federal laws and regulations.
3. Works to further develop and maintain the Bank’s
Sales Program.
Chairs the Bank’s Sales Committee
Implements and coordinates the Bank’s referral, sales call, and retail incentive programs.
Supervises the use of the Bank’s sales resources and expectations by meeting regularly with Branch Managers and monitoring results.
May provide observation, training, and coaching, on request, to Branch Managers and other branch staff regarding referrals, sales and retail incentive goals.
Oversees the Bank’s mystery shop.
Establishes and tracks specific referral and customer service goals for customer service personnel
4. Manages the Community Office in order to meet the financial
service needs of customers in the assigned community market
area as follows:
a. Provides exceptional customer service, following up
on resolving inquiries in a timely and complete
manner to ensure customer satisfaction and retention.
b. Works with management in establishing growth, sales,
and profit objectives for the office; provides input
to these objectives and to the manner in which
performance will be measured and controlled.
c. Ensures that the community office is properly staffed
and that the staff is trained to meet customer
service needs as well as sales objectives.
d. Makes certain that all office operations are
performed in accordance with established bank
policies and procedures, either directly or through
appropriate supervisor, e.g., office balancing,
control of vault cash, etc.
e. Provides for the proper security, maintenance, and
cleanliness of the office; supervises the opening and
closing of the building and vault; makes necessary
provisions for the securing and accounting of
negotiable papers.
f. Establishes specific sales and customer service goals
for each staff member.
g. Makes certain that all staff members are adequately
trained both with respect to product knowledge and
selling techniques.
h. Ensures that all sales and customer service reporting
information is provided on a timely basis.
i. Conducts regularly scheduled (at least monthly)
sales and customer service meetings.
j. As Community Office Manager, is held accountable for
sales performance.
k. Makes "outside" sales and customer service calls on
present and prospective customers within the
office's market area.
l. Actively participates in the community in a manner
that reflects favorably on the bank.
m. Attires himself/herself in a professional businesslike
manner and ensures all personnel adhere to the same.
5. Cooperates with, participates in, and supports the
adherence to all internal policies, procedures, and
practices in support of risk management and overall
safety and soundness and the bank's compliance with all
regulatory requirements, e.g. Community Reinvestment Act
(CRA), Equal Credit Opportunity Act, etc., including but
not limited to BSA and AML (awareness when processing
cash deposits, sale of monetary instruments, structured
deposits, and incoming and outgoing wires). Insures
that the department and all personnel adhere to the same.
6. Organizes the work and activities of the Community
Office in order to achieve established goals; monitors
the efficiency and performance of the office versus
established standards.
7. Directly supervises assigned personnel as follows:
a. Assists in the selection of new personnel as appropriate.
b. Makes provisions for the proper orientation and
training of new personnel.
c. Reviews employee performance throughout the probationary
period and on a regularly scheduled basis thereafter.
d. Organizes, schedules, and distributes work among
assigned personnel.
e. Keeps personnel informed of pertinent policies and
procedures affecting the office and/or their jobs;
creates an atmosphere in which upward communication
from employees is encouraged.
f. Administers personnel policies and procedures as
established by bank policy.
g. Provides ongoing coaching to staff members using
specific and appropriate feedback.
h. Maintains a positive work atmosphere by acting and
communicating in a manner that is positive and respectful.
8. Communicates with the Branch Administrator, other office
managers, and appropriate staff in order to integrate goals
and activities.
9. Provides periodic reports to the Branch Administrator
and other groups as required throughout the bank.
10. Provides consumer loan services to customers of the
Credit Services as follows:
a. Obtains, reviews and analyzes applications and
financial information.
b. Makes recommendations on loans and approves credit
within their specified lending authority.
ANCILLARY DUTIES
1. Performs other related duties as assigned or directed.
Salary Range
$66,418.-$84,613.
Job Grade - 15
JOB LOCATION
Main Office Jeffersonville
Equipment/Machines
1. Automobile
2. Telephone
3. PC
4. Printer
5. Computer keyboard
6. Calculator
As Sales Coordinator, the incumbent is responsible for the
implementation and coordination of the Bank’s referral and
sales call and retail incentive programs. As the Community
office Manager III, the incumbent is responsible for the
administration and efficient daily operation of a full
service branch (deposits of between $25,000,000. and
$50,000,000. and processing between 5,000 and 10,000
transactions per month) including operations, lending,
product sales, customer service and security and safety in
accordance with the Bank’s policies and procedures.
Develops new deposit and loan business; provides a superior
level of customer relations and promotes the sales and
service culture through coaching, guidance and staff
motivation; achieves individual and branch sales goals
through new business sales, referrals and retention of
account relationships. Provides leadership, training,
supervision; ensures the branch is adequately staffed with
employees committed to the bank and branch goals; delegates
day to day operations to other branch personnel.
Responsible for attaining established bank and branch goals
through active participation in management and officer call
programs. Participates in community affairs to increase the
Bank’s visibility and to enhance new and existing business
opportunities.
ESSENTIAL DUTIES
1. Demonstrates core values and guiding principles as
outlined in the Bank's Mission, Vision and Value
Statements of which the following are illustrative:
a. Gives exceptional customer service to both internal
and external customers by providing prompt, polite
and effective communication.
b. Participates as a member of the team.
c. Positively and proactively contributes to the Bank's
Strategic Plan.
d. Demonstrates support of Management.
2. Ensures that all activities and work functions adhere to
compliance requirements as are defined in company policies
and procedures as well as state/federal laws and regulations.
3. Works to further develop and maintain the Bank’s
Sales Program.
Chairs the Bank’s Sales Committee
Implements and coordinates the Bank’s referral, sales call, and retail incentive programs.
Supervises the use of the Bank’s sales resources and expectations by meeting regularly with Branch Managers and monitoring results.
May provide observation, training, and coaching, on request, to Branch Managers and other branch staff regarding referrals, sales and retail incentive goals.
Oversees the Bank’s mystery shop.
Establishes and tracks specific referral and customer service goals for customer service personnel
4. Manages the Community Office in order to meet the financial
service needs of customers in the assigned community market
area as follows:
a. Provides exceptional customer service, following up
on resolving inquiries in a timely and complete
manner to ensure customer satisfaction and retention.
b. Works with management in establishing growth, sales,
and profit objectives for the office; provides input
to these objectives and to the manner in which
performance will be measured and controlled.
c. Ensures that the community office is properly staffed
and that the staff is trained to meet customer
service needs as well as sales objectives.
d. Makes certain that all office operations are
performed in accordance with established bank
policies and procedures, either directly or through
appropriate supervisor, e.g., office balancing,
control of vault cash, etc.
e. Provides for the proper security, maintenance, and
cleanliness of the office; supervises the opening and
closing of the building and vault; makes necessary
provisions for the securing and accounting of
negotiable papers.
f. Establishes specific sales and customer service goals
for each staff member.
g. Makes certain that all staff members are adequately
trained both with respect to product knowledge and
selling techniques.
h. Ensures that all sales and customer service reporting
information is provided on a timely basis.
i. Conducts regularly scheduled (at least monthly)
sales and customer service meetings.
j. As Community Office Manager, is held accountable for
sales performance.
k. Makes "outside" sales and customer service calls on
present and prospective customers within the
office's market area.
l. Actively participates in the community in a manner
that reflects favorably on the bank.
m. Attires himself/herself in a professional businesslike
manner and ensures all personnel adhere to the same.
5. Cooperates with, participates in, and supports the
adherence to all internal policies, procedures, and
practices in support of risk management and overall
safety and soundness and the bank's compliance with all
regulatory requirements, e.g. Community Reinvestment Act
(CRA), Equal Credit Opportunity Act, etc., including but
not limited to BSA and AML (awareness when processing
cash deposits, sale of monetary instruments, structured
deposits, and incoming and outgoing wires). Insures
that the department and all personnel adhere to the same.
6. Organizes the work and activities of the Community
Office in order to achieve established goals; monitors
the efficiency and performance of the office versus
established standards.
7. Directly supervises assigned personnel as follows:
a. Assists in the selection of new personnel as appropriate.
b. Makes provisions for the proper orientation and
training of new personnel.
c. Reviews employee performance throughout the probationary
period and on a regularly scheduled basis thereafter.
d. Organizes, schedules, and distributes work among
assigned personnel.
e. Keeps personnel informed of pertinent policies and
procedures affecting the office and/or their jobs;
creates an atmosphere in which upward communication
from employees is encouraged.
f. Administers personnel policies and procedures as
established by bank policy.
g. Provides ongoing coaching to staff members using
specific and appropriate feedback.
h. Maintains a positive work atmosphere by acting and
communicating in a manner that is positive and respectful.
8. Communicates with the Branch Administrator, other office
managers, and appropriate staff in order to integrate goals
and activities.
9. Provides periodic reports to the Branch Administrator
and other groups as required throughout the bank.
10. Provides consumer loan services to customers of the
Credit Services as follows:
a. Obtains, reviews and analyzes applications and
financial information.
b. Makes recommendations on loans and approves credit
within their specified lending authority.
ANCILLARY DUTIES
1. Performs other related duties as assigned or directed.
Salary Range
$66,418.-$84,613.
Job Grade - 15
JOB LOCATION
Main Office Jeffersonville
Equipment/Machines
1. Automobile
2. Telephone
3. PC
4. Printer
5. Computer keyboard
6. Calculator
💡 Quick Summary
Seeking a career-building opportunity? The Community Office Manager III/Sales Coordinator position is now open for candidates interested in the Bank Jobs sector. This role in Jeffersonville offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
