SB Financial Services Relationship Manager jobs in Worcester, MA

Opportunity Overview:

We have a Unique Opportunity to lead our Upton Branch team. We’re looking for someone who expects and encourages continuous learning, holds themselves and their co-workers to impeccable standards and thrives in an environment where you’ll be rolling up your sleeves and working along-side each other every day. You’re an individual who possesses strong relationship skills, enjoys challenges and is looking for an opportunity to be part of and support an exceptional team.

Position Overview:

As a Branch Manager you will manage, direct, and accept overall accountability for the retail performance of the financial center.  You will be responsible for onsite operational compliance and internal controls and assure compliance with all laws, regulations and corporate policies.

Essential Duties:

• Direct a relationally oriented market driven customer centric sales culture focused on asset quality and service excellence.
• Demonstrates enhanced product and sales knowledge of retail products including but not limited to; mortgage and equity loan originations, cash management, and electronic services.
• Manage and direct implementation of financial center plans to achieve specified loan generation, deposit growth, product sales, cross-selling, relationship development and retention goals.
• Manage sales processes including customer profiling, target setting, call preparation, coaching and managing results.
• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
• Ensures the branch and grounds are maintained such that safe conditions are provided, and appearance reflects professionalism.
• Maintains a regular schedule of sales calls on area businesses for both existing and prospective customers to obtain new business.
• Develops, coordinates and executes projects as requested by the Director of Retail Banking. 
• Ensures that all branch marketing materials such as posters, brochures and rates are current, properly displayed, and that supplies are maintained.
• Communicate weekly goals, evaluate progress, establish weekly calling plans, and coach for targeted relationship development results to sales.
• Manages subordinate supervisors and/or non-supervisory employees in the bank. Is responsible for the overall direction, coordination, and evaluation of these units.
• Builds internal and external relationships through exceptional problem resolution, ownership and follow-through.
• Works with other managers in a team setting to create and develop branch sales, service, and operational standards and policies.
• Represent the bank within the community by participating in civic, service and community organizations.  Attend local chamber, board, and networking events.
• Establish and execute community and networking events.
• Other duties as assigned

Education, Training and Work Experience: 

• Bachelor’s degree or equivalent required
• 3 years retail branch management and consumer lending experience required
• Small business lending experience preferred
• Ability to supervise and instruct, meet deadlines and to function in a changing environment
• Must have strong verbal, written, math, customer service, banking, sales, PC and operational skills
• Excellent leadership and employee development skills
• Must be able to handle stressful situations.

About UniBank

We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule. We are unique. Unique to people. Unique to business. Unique to local government.

We are UniBank. Bank Different. Bank Unique. 

This position is subject to SAFE Act Registration Requirements.  Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements
 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.

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