Employment Spot

Job Description

A Banking Center Manager II is responsible for leading a team of sales and service professionals to meet and exceed sales goals and service targets. You will be managing a medium to large branch, or two or more smaller branches, typically ten or more associates, and could include a branch located within a grocery store. Your duties will include, but are not limited to:

• Conducting and approving quarterly and yearly performance evaluations of associates, plus developing and monitoring individual quarterly development plans for all direct reports.


• Generating sales leads through community outreach activities and developing business partners, while building internal relationships.


• Directly working with customers to build relationships, undercover and satisfy their needs through the sale of financial products and services, while running all aspects of an efficient and productive branch.


• Spending a majority of your time on the sales floor leading from the lobby, by greeting customers, directing them to the appropriate areas of the branch and ensuring that the customer's needs are met.


• Ensuring the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service.


• Periodically communicating with upper management to review branch performance assessments and update staff on business developments.


• Supervising and coaching teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same.


• Creating workforce stability by cultivating an engaged, enthusiastic, and well-coached team.


• Ensuring completion of regulatory compliance and training specific to sales and service responsibilities for you and your associates.


• Managing difficult situations with customers and providing clients with information, data and advice.

Job Requirements

Required skills:

• A minimum of three to five years recent experience leading, managing, motivating, and developing a team, including sales associates, to meet and exceed assigned goals, within a goal and/or commission-based environment


• Availability to work weekends and/or extended hours as required to the run the business


• Experience writing and delivering performance evaluations

• Bilingual (fluent verbal and written) skills


• Sales management experience in the following fields: banking/financial services, mortgage, retail or hospitality


• Proficient with all Microsoft applications (Word, Outlook, Excel etc.)