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Sales and Service Supervisor
People's United Bank
Springfield, VT, United States
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Job Description
The Sales and Service Supervisor is responsible for assisting the Branch Manager to execute an effective sales strategy; ensure consistent and positive customer experiences; coach and train Bankers to maximize sales opportunities and increase the depth of customer relationships.
In this role, you will utilize customer relationship building techniques by making outbound calls to existing customers to engage prospects and customers in deposit, lending and relationship growth. Responsible for branch operating procedures and effective risk management.
• Collaborate with manager to identify staff development needs and follow through with appropriate coaching and training to improve banker performance and enhance productivity.
• Produce sales and generate referrals using various methods under the direction of the Branch Manager. This includes, but is not limited to, cross selling/relationship selling, out-bound calling and product marketing and promotion techniques/campaigns.
• Open new checking, savings, deposit and investment accounts for new and existing customers. Perform account transactions, provide information and handle customer inquiries. Utilize product knowledge and sales techniques to identify and meet customer financial needs.
• Ensure the ultimate customer experience by utilizing advanced branch technology including tablets, enhanced ATMs and other systems effectively. Responsible for providing pre-established service levels, product awareness and referral activity.
• Supervise the daily operations of the branch ensuring compliance with policies/procedures and/or regulations. Oversee and coordinate operational activities including cash, supplies, inventory and daily balancing. Monitor Bankers’ transaction activities and provide guidance in complex transaction situations.
• Foster teamwork in the branch through collaboration with Branch Manager.
Job Requirements
• Proven leadership ability with excellent interpersonal communication skills; minimum two years’ of relevant work experience required.
• Previous success selling/upselling products and or services in a goal driven environment.
• Ability to inform, coach, train, educate and motivate employees to support bank goals and objectives.
• In depth understanding of bank products, services and operations processes.
• Excellent problem solving skills, using a wide range of information and perspective to identify current conditions and needs.
• Impeccable attention to detail with the proven ability to handle confidential and sensitive information.
• Proven ability to work effectively under time constraints. Previous experience in strategically adjusting staff schedules and technical needs to support the changing needs of the business.
• Excellent knowledge of PC, including internet and internal bank software. Utilizes advanced branch technology and systems including tablets, enhanced ATMs and other systems effectively.
• Must be flexible to obtain specialized licenses/certifications
• High School diploma or equivalency preferred, college degree a plus