MANAGER - CLIENT
WHAT IS THE OPPORTUNITY
The Client manager is responsible for contributing to overall branch sales efforts maintaining first-in class service levels for their branch and all aspects of operational integrity for the branch and colleagues.
Responsible for hiring development and coaching of branch internal salesservice colleagues Provide the motivation and direction to colleagues to achieve exemplary service levels when working with or for the client in problem resolution Support internal sales activities including developing product knowledge with their team and trainlead the salesservice team to recognize referral and sales opportunities and making appropriate productservice recommendations on a consistent basis. Work directly with the branch manager to lead with a team approach in meeting the sales goals for the entire branch. Working with internal salesservice team will also support branch manager and RMs in building and maintaining their client relationships including making joint client calls as neededProvide expertise in risk management and loss prevention policies and procedures and are responsible for monitoring and auditing their respective office for compliance with these policies and procedures. Ensure regulatory compliance and colleague adherence to CNB policies and procedures are being met.For de novo branches the Client Manager will be engaged in some level of external business development activity in support of building a baseline of business for the new branch including Leads and manages the internal salesservice process including outbound calling efforts clientprospect site visits cross-sell opportunities with existing portfolio and works with internal partners for new opportunities. Acquisition of new business and personal client relationships for either their portfolio or transfer to other sales colleagues if appropriate. Facilitate their direct reports achievement of new client acquisition and cross-sell goals
WHAT WILL YOU DO
COLLEAGUE MANAGEMENT
Proactively guides colleagues and teams to achieve results accurately assesses strengths and develops needs of colleagues provides feedback mentoring helpful counsel and opportunities for development to help colleagues achieve their full potential.
Ensures products and salesservices training is completed to provide clients with appropriate solutions.
Responsible for managing and conducting annual reviews for the internal salesservice team.
CLIENT SERVICE
Acts as a champion for clients and colleagues providing exemplary service.
Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
SALES MANAGEMENT & SUPPORT
Supports salesservice colleagues RMs and managers in building and maintaining branch client relationships.
Works with business partners to deliver solutions in order to maintain and grow client relationships.
Recognizes and recommends cross-selling opportunities to maximize banking office profitability.
Leads and manages internal sales process including outbound calling efforts client site visits create opportunities with existing portfolio and works with internal partners for new opportunities.
OPERATIONS
Responsible for the operational integrity of the branch. Is the expert in risk management and loss prevention.
Completes monitors and audits branch certifications and operational reviews.
Ensures regulatory compliance and effectively communicates and implements changes to policy and procedure.
Competencies
BUILDING EFFECTIVE TEAMS
Blends people into teams when needed creates strong morale and spirit in hisher team shares wins and successes fosters open dialogue lets people finish and be responsible for their work defines success in terms of the whole