Retail Regional Manager-Charlotte Central

Sales/Goals Function

• Manage the sales function for assigned region and coach team members, setting the example and tone for a strong sales environment that is collaborative.
• Consistently coach to and lead the defined sales and service processes for a region using consultative sales skills and appropriate tools to encourage the teams to proactively identify the financial needs of customers or prospects and recommend the appropriate solutions to meet those needs.
• Ensure that there is consistent communication regarding individual, job family and Financial Center goals and each staff member is held accountable for his/her results.
• Review and evaluate regular reports of branch activities, including staffing, loans, deposits, overdrafts, charge-offs, and audits to meet regional profit and performance objectives.
• Participate in the overall profit operation of the bank through the setting and attaining of a profit plan and control of operating expenses.
• Evaluate potential prospects in the region and notify the Financial Center Manager and/or commercial sales representative of opportunities for business development.
• Aid Financial Centers with loan process, evaluating applications and approving or rejecting according to assigned authority.
• Actively participate in community activities to develop and grow relationships to further benefit the communities we serve.
• Maintain a position of trust and responsibility by following our Core Values and keeping all customer business confidential.
• Develop and maintain collaborative relationships with supporting business partners in order to present a holistic approach to assessing the financial needs of customers.
• Inspect pertinent documentation and reporting necessary to effectively manage the region including but not limited to household reports, financial center P/L's, financial needs assessments (FNA), credit queues and all dashboards.
• Respond to all customer inquiries and service issues in a timely manner; generally within 24 hours.

Manager/HR Function

• Understand the staffing model and utilize the appropriate tools to ensure the region adheres to the appropriate Financial Center staffing model.
• Establish and facilitate regular sales and staff meetings, promoting participation of all Financial Center Managers and Business Partners, when appropriate.
• Ensure staff receives proper training to demonstrate ability to sell, cross-sell and/or refer as appropriate to reach individual/team sales productivity goals.
• Ensure that bank policies and standard operating procedures are consistently and uniformly applied by all Financial Center Managers.
• Identify questionable actions, operational inefficiencies, and problems and follow through with resolution.
• Resolve staffing problems, working with the assigned human resources partners to ensure resolution within established procedures and guidelines.
• Create a culture that attracts, retains, and develops a team that values varied perspectives, fosters belonging, and encourages active participation.

Supervisory Responsibilities

• Provide employees timely, candid and constructive feedback; assisting in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth;
• Recognize and reward employees for accomplishments;
• Assist in the development of appropriate talent pool to ensure adequate bench strength and succession planning.