
Retail Channel Director
3 days ago
We are seeking a high-caliber Branch Leader to spearhead our new strategic branch. The Branch Leader will be accountable for formulating, executing, and overseeing sales strategies, as well as building a successful team and establishing a strong presence in the community.
Key Responsibilities:- Develop and implement sales strategies for the new location aligned with the retail business strategy and branch network.
- Proactively 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 growth, loan portfolio increase, deposit portfolio growth, and other financial goals.
- Drive and promote positive dynamics among branch team members with customers and coworkers at all levels: synergies, teamwork, and a healthy work environment.
- Responsible for delivering proactive and superior customer experiences 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 customer adoption.
- 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.
- 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 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 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.
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Manager, Retail Channels
2 weeks ago
The Branch, Australia Oriental Full timeManager, 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...
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