VP, Retail Banking Manager at CBI Bank & Trust

Description

Position Summary:

The Vice President, Retail Banking Manager leads the strategic direction, performance, and operational excellence of Retail Banking across the Knox, Warren, and Peoria County markets. This senior leadership role oversees a team of branch managers, providing coaching, guidance, and support to ensure alignment with the Bank’s mission, vision, and strategic goals. The VP is responsible for driving consistent and exceptional client experiences by fostering sales growth, ensuring service excellence, and maintaining regulatory compliance. Additionally, this role plays a vital part in market planning, talent development, and community engagement, while promoting cross-market collaboration and the sharing of best practices to elevate overall performance. 

Essential Duties and Responsibilities:

Sales Leadership & Support

• Provide strategic guidance and support to branch managers to achieve sales objectives.
• Actively leads and coaches team members in cross-selling and referring appropriate banking products and services to effectively meet customer needs, enhance satisfaction, and drive business growth.
• Participate in customer interactions to support relationship development and service excellence.
• Represent the bank in community and civic events to enhance visibility and promote offerings.

Performance Monitoring & Accountability

• Collaborate with branch managers to set and monitor sales, revenue, and income goals.
• Analyze performance metrics and provide regular feedback and coaching to improve results.
• Recognize and reward high-performing teams and individuals.
• Ensure accountability for sales performance through regular reviews and evaluations.

Sales Strategy & Execution

• Develop and implement the Retail Banking sales plan in alignment with organizational goals.
• Support branch managers in business planning and execution.
• Partner with HR to recruit, train, and retain top talent to meet sales and service standards.
• Oversee the development and delivery of training programs focused on sales, referrals, and product knowledge.
• Collaborate with IT/Operations to implement tools that enhance sales effectiveness.
• Establish and maintain consistent sales policies, procedures, and performance benchmarks.

Coaching & Development

• Leads performance growth coaching and training initiatives to enhance individual and team capabilities, drive results, and support organizational goals.
• Set clear goals and communicate performance results across the retail market.
• Provide ongoing coaching and mentorship to branch managers and retail staff.

Operational & Lending Support

• Ensure compliance with loan policies and applicable state and federal regulations.
• Reporting & Analysis
• Prepare and review financial and analytical reports to support decision-making and performance tracking.

Campaign & Program Management

• Coordinate and implement bank-wide retail product campaigns and initiatives.
• Support CRA efforts through business development and community outreach.

Customer Experience & Service Quality

• Resolve customer inquiries and complaints with professionalism and care.
• Oversee customer service standards and performance across retail branches.

Leadership & Collaboration

• Collaborate with fellow VP, Retail Banking Managers across all markets, and other departments to align strategic efforts and share best practices that drive organizational success.
• Promote a culture of integrity, accountability, and mutual respect.

Compliance & Ethics

• Ensure adherence to all bank policies, procedures, and regulatory requirements.
• Uphold the organization’s commitment to diversity, equity, inclusion, and a harassment-free workplace.

Requirements

Required Qualifications:

• Bachelor’s degree in Business, Finance, or a related field, or an equivalent combination of education and relevant professional experience.
• 8+ years of progressive experience in retail banking, including multi-branch management.
• Proven leadership and team development skills.
• Strong knowledge of banking products, services, and regulatory requirements.
• Excellent communication, interpersonal, and problem-solving skills.
• Ability to analyze financial data and market trends to inform decision-making.
• Proficiency in banking software and Microsoft Office Suite.
• Ability to travel to branches within your market.

Preferred Qualifications:

• Experience with digital banking transformation initiatives.
• Community involvement and strong local business network.

Benefits & Perks:

We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family.