Community Banking Branch Business Sales Manager - Allentown

*On-Site Position*

The Branch Business Sales Manager is the branch's primary driver of small business development, revenue and business deposit growth, and customer relationship expansion. This role leads to the branch's sales strategy with a strong emphasis on acquiring, deepening, and retaining small business clients while ensuring exceptional customer experience and a highperforming sales culture.

JOB DUTIES AND RESPONSIBILITIES:

• Responsible for the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate business and consumer services. Actively sells and promotes bank products to potential and existing business and consumer customers. Possesses knowledge of corporate products and services to suggest products.
• Uses time to develop business with existing customers, COIs, and prospects. Obtains new loans/deposits through the development and implementation of an internal/external calling program.
• Serve as the branch's lead business development officer for small business clients.
• Proactively identify, pursue, and close new small business relationships, including deposits, lending, merchant services, treasury solutions, and other revenuegenerating products.
• Build and maintain strong relationships with local business owners, entrepreneurs, and centers of influence.
• Conduct regular outreach, onsite visits, and community networking to expand the branch's small business footprint.
• Maintain a robust pipeline of small business opportunities and partner closely with business bankers, commercial lenders, and product specialists.
• Requires a desire to learn and understand the business customers' needs and recommend solutions to meet those needs.

• Primary responsibility is to attain small business loans, deposit goals, and other sales goals as dictated by branch Scorecard or other qualitative measures. Oversight of overall branch sales goals - both business and consumer.
• Build strong partnerships with Business Banking, Consumer Lending, and Commercial Lenders, Private banking, Mortgage Officers, and all other partners within Bank to meet/exceed our customer's expectations.
• Budgets time to ensure ongoing sales activities, develops tactics to achieve results each month and is accountable for meeting these goals.
• Develops and implements a strategic plan and continuously monitors the branch business and consumer sales performance with Branch Service Manager and Regional Market Manager as it relates to goals.
• Monitors loan, deposit, new account, referral and balance sheet goals and production to achieve consistent scorecard results.
• Evaluates and submits branch approval requests for fee rebates outside of the branch's authority level limits.
• Embraces technology and Sales Force (Customer Relationship Management system) to manage all branch leads and opportunities for themselves and their team.
• Operates in accordance with all Bank audit and security policies and procedures and ensures branch compliance with all federal regulatory guidelines.
• Attends all required meetings by job family, required training, weekly pipeline meetings and participates in required sales activities including monthly calling blitz and call labs.
• Holds self and others accountable. Demonstrates the behaviors consistent with Firstrust Mission and Values.

• Leading a welcoming atmosphere that reflects our commitment to exceptional service specifically embracing and demonstrating MAGIC of customer service strategies.

• Demonstrates teamwork through flexibility and maintains effective communication with other departments to achieve Community Banking objectives and goals.
• Partners with all areas of the Bank to provide seamless service to our customers.

OTHER JOB DUTIES AND RESPONSIBILITIES:

The Branch Business Sales Manager must have strong listening and verbal communication skills for extensive business development calls and person-to-person interactions. The position requires excellent interpersonal, analytical, and critical thinking skills. The employee needs to communicate and exchange information with all levels of management, clients, and outside vendors. The employee must apply and estimate analytical data for trends and reporting purposes. Also, must have the ability to function in a financial institution/branch environment and utilize standard office equipment.

Decision Making

• Develops, implements, and monitors the branch's performance as it relates to business goals.
• Monitors loan, deposit, new account, referral and balance sheet goals and production to achieve consistent scorecard results. Also, monitors fee income, fee waivers and rebates, income & expense goals, and results.
• Expected to execute on any additional deliverables within clearly communicated deadlines specific to Community Banking. Also, managing the attendance of self to attend required meetings and training classes.
• Accountable to achieve goals and develop ongoing tactics to achieve these results.
• Continuously seeks and implements ways to improve the overall performance.
• Makes all branch decisions within authority level or follows outlined procedure for escalation to obtain proper approval following Firstrust authority matrix.

Accountability

• Champion for all sales, service, and Firstrust strategic initiatives. Communicates to staff on new policies and procedures and ensures compliance. Effectively communicates and implements bank's overall mission/vision.
• Achieve business loan application and deposit goals and other scorecard goals by making calls, networking, and building a necessary pipeline to achieve goals.
• Encourages and supports the training and development of the team in business products and services.
• Develop tactics to meet monthly sales/service goals along with profitability targets.
• Schedule appointments, manage pipelines, actively participate in outside networking opportunities that lead to business generation, attend meetings as required.
• Branch Business Sales Manager will always set a positive example in all areas of leadership.

PHYSICAL AND SENSORY REQUIREMENTS:

• Prolonged periods sitting at a desk and working on a computer.
• While performing the essential functions of this position, the Branch Business Sales Manager is regularly required to drive a motor vehicle to travel to client locations and events.
• The employee must move and position object/materials to set up branch events and must be able to lift to 20 lbs. of materials to be moved to branches and events.

POTENITAL ON-THE-JOB-RISKS:

• None identified.

EDUCATION, TRAINING AND EXPERIENCE:

• Working knowledge of the Greater Lehigh Valley Market, preferably with an existing book of business and/or community connections.

• Must be an initiative-taking, proven leader with a record of delivering consistent sales results. This includes driving branch performance and fostering a high performing team.
• More than 5 years of successful business development management experience required.
• High School diploma required, 4-year college degree preferred or equivalent experience.
• A working knowledge of Bank operating policies and procedures which impact retail and business services.
• A thorough knowledge of the features and benefits of all Bank retail products and services.
• Advanced PC Literacy
• Experience using Salesforce or comparable Customer Relationship Management system preferred.
• May be licensed to sell alternative investments and insurance (not required).