Manager, Retail Channels

Manager, Retail Channels (Branch Manager)

We are seeking a highly motivated, dynamic and results-oriented Manager to lead our new strategic branch in Dorado, PR. The Dorado Branch is expected to become a flagship branch, attracting new customers, establishing our brand, and achieving a strong market position. The Manager, Retail Channels (Branch Manager) will be accountable for planning, executing, and overseeing sales strategies, as well as building a successful team and establishing a strong presence in the Dorado community. Promotes the service and sales culture through our values and attributes and coordinates cross-selling of products and services in accordance with strategic objectives and ensures the franchise model is applied and performed at all levels. This position works on-site in Dorado, PR.

Major duties and responsibilities

• Develop and execute sales strategies for the new location aligned with the retail business strategy and branch network.
• Actively engage in prospecting and lead generation, identifying potential clients and converting them into customers.
• Lead business development activities at the branch resulting in customer relationship index, loan portfolio, deposit portfolio increase and any additional financial and/or service goals.
• Drive and promote positive dynamics among branch team members with customers and co-workers at all levels: synergies, teamwork, and a healthy work environment.
• Responsible for the delivery of proactive and superior customer experience in the branch. Building a customer-focused culture amongst the entire Branch Team to deepen and achieve long-term and profitable customer relationships.
• Support the Bank's digital transformation by encouraging the team to actively promote transaction migration and customers' adoption.
• Strengthen bank relationships with customers, by encouraging excellent communication skills, effective customer interactions, professional presentation and image.
• Maintain and sustain a franchise model at the branch, ensuring all decisions and actions align with service standards. Monitor, evaluate and coach staff performance to ensure compliance with our values, attributes and value proposition on daily activities and interactions with internal and external customers.
• Oversee direct reports, leadership, professional development and performance management activities.
• Assist in recruitment processes, candidate selection, motivate and develop assigned staff.
• Provide direction and lead the staff to maintain required service levels in all branch areas.
• Ensure branch compliance with bank regulations, requirements, and procedures; ensure staff follow operational and security policies and procedures. Responsible for obtaining satisfactory results on regulatory reviews, branch audits and any other internal and/or external reviews.
• Represent the financial institution in the community through good customer relations.
• Review and approve banking transactions in accordance with established authority levels/limits.
• Manage branch audits.
• Other duties may be assigned.

Education and Experience

• Bachelor's degree required. Master of Business Administration, Business Administration, Management, Finance or related field preferred.
• Proven track record in sales and business development in the banking or financial services industry. At least four (4) years of management and supervisory experience required.
• Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge, skills and abilities.
• Fully bilingual – English and Spanish (written and verbal) required.
• Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required. Banking software and applications highly desirable.
• Knowledge of financial institution operating policies and procedures, banking regulations (state and federal) is highly desirable.
• Demonstrated ability to analyze problems/issues, gather data and information, evaluate and recommend alternative solutions.
• Excellent communication skills and the ability to work collaboratively and effectively with diverse staff, colleagues, and clients.

WORK AUTHORIZATION & ELIGIBILITY

• Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
• Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development

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