Financial Solutions Branch Manager Business Banker

Grow Small Business Relationships

• Network and leverage centers of influence
• Build real relationships with existing customers (book of business)
• Be active in the community
• Maintain a consistent small business lending pipeline
• Plan, set, and conduct outbound calls and appointments
• Send thank you notes
• Quickly follow up and document activities in Synapsis
• Actively prospect to grow book of business using various tools
• Work with business partners to deepen relationships by identifying solutions and facilitating introductions

Grow Consumer Relationships

• Work with SSM to train and empower team to execute on BUILD, 8 Step Sales Process and our Customer Service Promise
• Engage customers on inbound and outbound calls to uncover additional opportunities
• Ask for referrals
• Use and advocate for digital
• Support SSM to develop, train, and empower team to grow existing and new customer relationships by driving sales conversations and activities

Developing Your Team and Yourself

• Owning the development of yourself and SSM
• Looking for new, talented professionals who would bring value to FCB
• Effectively onboarding new employees to ensure a positive start to their career here
• Managing both the experience and the details
• Continuously assessing the skills of your team, providing consistent, valuable, and honest feedback for their improvement
• Holding employees accountable for their results and develop actions plans for success
• Celebrate their successes
• Investing in the individual development of your employees through formal and on-the-spot coaching, training, and modeling behaviors

Manage Operations and Compliance

• Always be dedicated to protecting the privacy and security of our customers
• Collaborate with SSM on ensuring proper completion of all account opening and loan documents, and transaction processing
• Manage NSF/OD and other fee retention by ensuring the team is having the right conversation
• Oversee proper cash handling, teller differences, and dual control guidelines
• Manage internal controls

Customer Experience

• Live our Mission and Core Values
• Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity, and Obsess with Yes
• Promptly follow-through and ensure you are the single contact for problem resolution
• Maintain the highest standard of conduct

Bona Fide Occupational Qualifications

• An associate’s degree or equivalent experience
• Three (3) or more years of relevant experience in small business development and lending within a customer-centric sales environment with a proven track record of leading, exceeding assigned goals, and developing talent
• Excellent communications skills, passionate about helping others, motivated to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, ability to excel in a complex and dynamic environment
• Tech-savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems)
• Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS)
• A valid driver’s license and local and/or regional travel required