Consumer Banking Regional Team Leader

Work Location:

1349 Wilmington Pike

West Chester, PA 19382

Work Hours:

Monday - Thursday 8:30 am - 4:00 pm

Friday 8:30 am - 6:00 pm

Saturday 9:00 am - 12:00 pm

(Must be flexible around branch hours)

Function: Responsible is to assist the Regional Manager with the day-to-day sales and operations of assigned branches within the Region along with the management and operation of the branch in an effective and profitable manner, promoting bank products and services and providing quality customer service and satisfaction in accordance with the bank's policies, procedures, and philosophy. Performs lending activities.

Duties and Responsibilities:

• Assumes responsibility for ensuring the efficient and effective operation of the branch by performing the following functions:

  • Completes assigned training in conjunction with Consumer Bank Training & Operations Teams

  • Develops a strong Our Shared Future sales and quality service culture throughout the branch by acting as coach and team leader to instill a positive attitude and motivate branch employees.

  • Communicates expectations, goals, and objectives to branch personnel.

  • Reviews and recommends improved operating policies and procedures and ensures the proper implementation and maintenance of approved changes.

  • Makes recommendations for branch personnel regarding employment, performance ratings, salary changes, promotions, transfers, and terminations.

  • Guides and advises personnel in the more complex phases of their work, including their personal development and career planning.

• Manages the branch lending activities in consumer & Small Business lending:

  • Interviews loan customers.

  • Prepares and processes applications and documentation for all loans.

  • Prepares necessary loan tracking reports.

• Acts as "first-line" human resource administrator to perform the following functions:

  • Complete Bank's leadership (STELLAR) classes as assigned by Employee Services

  • Completes employee performance reviews and conducts interviews with employees to discuss performance, goals, and objectives.

  • Coordinates with Regional Management and Human Resources on branch staffing needs. Ensures staff development and handles succession planning and other personnel issues.

  • Leads weekly branch sales meetings, provides positive feedback regarding sales activity, and reviews branch sales goals on a weekly, monthly and quarterly basis.

• Oversees dashboard and pipeline management.

• Manages branch profitability by paying particular attention to staffing/ES expenses, loan growth, deposit growth, fee income, efficiency ratios, and all assigned budget items.

• Manages business relationships within the community they serve.

• Handles certain branch audit responsibilities in the areas of operations, compliance, and security.

• Directs delivery of services to the customer and attends to customers with special needs.

• CARE certified within 6 months of hire

• Uses a combination of CARE skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services to achieve lending and deposit growth and refers customers to other Lines of Business within the bank as appropriate.

• Utilizes Tableau for proactive outbound call list generation.

  • Works with platform sales team as a coach and support of their outbound calling efforts

• Coaches / Observes platform sales team on the S&T Sales process and conversations, documentation of customer conversations in appropriate program and usage of various sales tools (i.e LoanFit, sales binder)

• Ensures branch operational excellence with ongoing communication with branch personnel to provide training and review bank policies, product knowledge and customer service responsibilities.

• Ensures that standards of professionalism are met by branch personnel.

• Represents the bank in civic and community functions to enhance image and develop business.

• Interacts with line of business partners to further expand existing customer relationships and develop new contacts.

• Keeps informed of current developments and trends and federal and state regulations as they relate to all areas of branch operations.

• Maintains prescribed security controls to protect the branch against criminal and fraudulent operations and unnecessary risk or exposure.

• Ensures that branch facilities are in good operational repair and recommends capital improvements.

• Works with Regional Manager to establish strategies for goal attainment for the region.

• Assists in coaching branch teams assigned by Regional Manager.

• Develops strategies with the assigned teams to achieve goals.

• Meets with Regional Manager weekly to discuss progress of quarterly assigned team.

• Serves as part of the Business Development team assisting Community Banking Managers as needed with outside Business Development calling.

• Serves as the team contact for systems related questions to support other branch manager team members.

• Assists regional manager with monthly manager meetings, weekly team's calls, and market branch meetings.

• Attends meetings, conference calls in absence of Regional Manager.

• Handles staff issues and customer complaints with immediate team assignment and in absence of Regional Manager.

• Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization.

• Completed NMLS requirements as part of the S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act.

• Assumes additional duties as required.

Education:

Requires a four- year degree or equivalent.

Experience:

Ten plus years of general business experience required, plus five to ten years of specialized experience in sales management required. Successful completion of the retail training program required.

Physical Demands:

Operates a keypad device: 50% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Travel is required to alternate work locations weekly. Standing is required 3 hours per day. Sitting is required 3 hours per day. Walking is required 1.5 hours per day. Routinely lifts up to 10 lbs., 3 times per day. Maximum lift is 50 lbs., 1 time per day. Must be able to occasionally lift and/or move up to 50 lbs. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18"-20" for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Salary Range: