Manager, Client Solutions na LINKBANK

Description

General Responsibilities / Job Summary:

Oversees the operations of Solution Center through a team of Client Solution Specialists and/or Client Solutions Administrators. Responsible for the execution and coordination of all branch sales and deposit-gathering activities to include small business development. Responsible for the development, execution, and implementation of the branch sales plans to effectively gain and expand both business and retail relationships and provide referrals to business partners in helping to achieve bank-wide sales, deposit and service goals.

Essential Functions/Duties:

1. Embrace LINK corporate values: Promote and integrate the core values of LIVE, INTEGRITY, NURTURE, and KNOWLEDGE across the organization.
2. Positive attitude and willingness to learn: Maintain a positive mindset and eagerness to grow while delivering top-notch client service to LINKBANK members.
3. Leadership and coaching: Provide guidance and support to Client Solutions Specialists/Administrators to achieve sales, deposit, and service goals, including assisting customers when needed.
4. Oversee solution center operations: Ensure the smooth functioning of the solution center while adhering to the bank's policies and security procedures.
5. Retail and small business functions: Manage retail and small business activities within the solution center and community, including addressing customer concerns.
6. Small Business Lending knowledge: Keep up-to-date with small business lending products and services.
7. Mortgage lending understanding: Have a solid grasp of mortgage lending to direct appropriate referrals to the mortgage team.
8. Solution center market plan development: Lead the creation and execution of the solution center’s market strategy, ensuring each team member contributes to LINKBANK's goals through regular coaching and product training.
9. Budget management: Oversee the development and adherence to the departmental budget.
10. Client engagement: Regularly engage with clients and prospects to build deeper relationships and offer tailored solutions.
11. Meet clients and gather info for underwriting: Meet with clients to understand their needs, gather necessary details, and submit loan underwriting information.
12. Develop referral sources: Cultivate and maintain relationships with referral sources to generate new business leads.

Requirements

Minimum Qualifications:

Education/Training: High School Diploma or equivalent.  

Knowledge/Skills/Abilities:

• Juggle multiple priorities: Manage several tasks simultaneously with clear guidance from a supervisor.
• Generate new business: Drive business growth through outbound calls, referrals, and community involvement.
• Attention to detail and problem-solving: Focus on details, solve problems effectively, and take proactive action.
• Knowledge of bank products: Have a solid understanding of the bank's products and services.
• Engage clients in sales conversations: Skilled at engaging clients and prospects to maximize sales opportunities.
• Compliance with policies: Adhere to established policies and procedures.
• Computer and Microsoft skills: Strong proficiency in computer use and Microsoft Windows.
• Community involvement and networking: Actively participate in community groups/events and possess strong networking abilities.
• Interpersonal and leadership skills: Strong communication, leadership, and organizational skills.
• Sales skills: Proven ability to effectively sell products and services.
• Complete regulatory training: Successfully finish required annual regulatory training.

Experience: At least four (4) years cash handling, client service, management, and sales experience.

Required Certification/Licenses:

Travel Requirements: Ability to travel to all locations in the bank’s footprint as needed. Ability to visit client sites as needed.

Physical and Mental Job Requirements:

• Must be able to verbally communicate instructions and information clearly, concisely, and accurately to our clients and their co-workers.
• Must be able to read and comprehend sometimes complex operations specifications and details to process transactions accurately, while providing security awareness at all times.
• Manual dexterity for the functional operation of office equipment, computer terminal, and other office equipment.
• Must have visual acuity required to work at a computer terminal.
• Mobility enough to coordinate activities in the department, including frequent standing, walking and sitting, and lifting no more than 20 pounds may be required. 

Working Conditions:

Indicate how often the following physical demands are required to perform the Essential Functions listed above.