Sales Area Manager
Company: First Bank and Trust
Posted on: June 10, 2021
FirstBank Lubbock Bancshares began with the vision of one man,
Barry Orr, and a promise. Barry promised his wife and friends that
he would start a bank that would become profitable through
relationships, hard work and determination. "It is our goal to be
the BEST community bank in the Lubbock area," states Barry Orr,
Chairman & CEO. "We knew we could help build a better Lubbock by
serving the needs of customers our way."
The Sales Area Manager is responsible for the overall
performance of the branches in their designated sales area -
ensuring great customer service, driving the sales culture,
achieving overall sales growth goals for the banking centers and
overseeing its operational excellence. This role will also be
responsible for referrals to the other lines of business to meet
the customer's financial needs. The position will directly manage
the banking center team to include: leading sales activities,
promoting operational excellence and providing leadership and
coaching. This position will also be personally responsible for
enhancing inside and outside sales, developing new business
relationships through community involvement and creating an
exceptional customer experience by handling all customer needs.
PRIMARY & ESSENTIAL RESPONSIBILITIES:
A. Transaction/Sales Responsibilities:
Builds/maintains a proactive sales culture within the banking
center; works with banking center employees to meet customers'
needs and to maximize cross-selling opportunities.
Serves as the branch expert on Consumer and Micro Business with
the ability to close Small Business loans up to the approved limit
set forth by bank leadership
Provides a great customer experience in whatever capacity is
needed i.e., processing transactions at the teller line,
opening/closing accounts, etc.
Develops strong relationships and a leadership presence within
the market area served by the banking center; is active in the
community at board leadership levels and building networks among
Centers of Influence, community leaders and business groups. This
involvement may include nights and weekends.
Holds frequent huddles with all banking center employees and
leads sales meetings to discuss banking center and overall bank
performance pertaining to sales goal expectations versus actual
Works with Commercial, Business Banking, Mortgage, Wealth
Management, and Financial Consulting to cross-sell products and
services, as appropriate
Responsible for coordination of all aspects of the AtWork
Ensures all marketing materials are current and available for
Maintains a thorough knowledge of all applicable compliance laws
and regulations including but not limited to BSA/AML/OFAC/CRA,
consumer compliance, etc.
Leads the customer experience strategy to ensure banking centers
are delivering consistent, positive experiences for all
Maintains a "Top 5" list of local talent
Travels to each banking center in their designated sales area
each week and cultivates high-quality relationships with the sales
team in those locations
- Focuses on P&L activity in the banking centers in order to
ensure alignment with organizational goals and redirect efforts
B. Supervisory Responsibilities:
Directly supervises the On-Site Manager
Serves as head of onboarding and new team member orientation for
all new retail team members in the sales area.
Coaches and mentors banking center staff to promote individual
growth and development
Creates a positive atmosphere that encourages productivity and
teamwork among all banking center staff
Works with Heartland's recruitment team to hire the most
qualified and talented individuals to fill open positions
Provides information on-going communication to department and
staff regarding expectations and performance
Addresses and resolves all performance concerns and issues in a
Resolves customer concerns or complaints.
- Prepares and conducts annual performance reviews in a timely
C. Operational Excellence:
Oversees and owns the overall operational excellence of their
designated area banking centers.
Recognize and implement additional training opportunities
including sales coaching to enhance the skill level of the Retail
Staff. Directly accountable for sales performance in alignment with
Banker Center Goals for defined region.
Conscious of security and complies with all Bank Secrecy
Act/Anti-Money Laundering requirements, Privacy of Customer
Information Policy, and all consumer protection laws, regulations,
and Bank policies as related to assigned job duties.
Enforces timely completion of audits and branch reviews.
Monitors and reviews banking center security procedures and
controls access to vault and cash drawers.
Maintains up-to-date knowledge of BSA and other regulatory
requirements as related to the banking center.
Monitors data to analyze the financial performance of the
- Performs other duties as assigned.
REQUIRED SKILLS & EXPERIENCE:
3-5 years previous sales and customer service experience
Bachelor's degree in Business Administration, Marketing,
Finance, Accounting, or equivalent experience required.
3-5 years of experience in banking, business development,
personal banking, business banking or branch management highly
Previous sales management of multiple locations preferred.
Proficient in the use of Microsoft Office, e-mail and the
Strong attention to detail
Deep knowledge of business lending processes and business loan
and deposit products
- General knowledge of small business needs, personal deposit and
consumer loan products, Wealth Management, Treasury Management,
fixed annuities, brokerage products, bank services, and Federal
Scheduled Weekly Hours:
Keywords: First Bank and Trust, Lubbock , Sales Area Manager, Other , Lubbock, Texas
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