Salesforce Implementation Manager Jobs in Rochester, NY

Purpose: The Branch Manager will be responsible for building, coaching, and leading a high performing team in a retail branch to deliver financial products and solutions that improve the financial well-being of Five Star Bank clients, deepen client relationships, increase wallet share through cross sell with a focus on demand deposit accounts, and help clients to achieve their financial goals. The Branch Manager is responsible for clearly setting and articulating individual performance expectations, coaching to attainment, and following up on performance issues. The Branch Manager will accomplish this through a regular cadence of formal, structured one on one meetings, real time feedback, and branch huddles with their associates. The Branch Manager will also motivate the team to provide an outstanding client experience, achieve sales and service goals, prioritize activities.

The Branch Manager should fully leverage the technological tools available within the Bank (e.g., Salesforce, Client Insights) to facilitate business development and sales activity and drive the same level of adoption and utilization from associates. Additional responsibilities include developing Center of Influence relationships and networking within a defined market to acquire new consumer and business relationships throughout the communities served. The role also requires ensuring compliance with security, audit, and operational procedures and providing direction and guidance on operational and regulatory procedures to the team, including active participation in training from the Branch Manager and fellow associates within the team. All Branch Managers represent key leaders within the Bank and are expected to upload the Bank’s HEART values at all times as active stewards of the Bank’s culture.

Essential Functions:

• Responsible for the coaching, mentoring and development of assigned team by following a structured weekly coaching model, observational coaching sessions, joint sales calls, and establishing individual professional development plans. Provides training opportunities to ensure the assigned team have the skills and resources necessary to be successful. Ensures assigned team understands their role in the delivery of the Five Star Bank experience and positively supports changes in the work environment. Works with HR to attract, retain and develop high caliber people and teams with diverse capabilities.
• Develop and implement a business plan that defines how assigned offices will achieve quarterly sales goals which includes assigning individual goals for each associate and setting expectations for activities.
• Responsible for functioning as the primary business development officer in their assigned market, which includes identifying and pursuing potential sources of business, making regular business development calls on consumer and business prospects and existing customers, participating in various professional, civic and community activities, and being the local representative of the Bank in the community.
• Collaborate with other lines of business partners to capitalize on business opportunities within the defined market.
• Effectively utilize necessary and available technology including all bank software as required by the position. Ensure assigned team effectively utilizes sales tools and the CRM system to identify client needs and deliver appropriate solutions.
• Ensure that all associates are properly trained and updated in all areas of compliance, policies and procedures. Complete online compliance training as required within established timelines and ensure that the team completes training as assigned. Maintain comprehensive knowledge of laws, compliance regulations and bank policies pertaining to all bank products and services:
• Responsible for assisting with all office activities to continually ensure operational excellence, including:
• Responsible for accurately processing transactions for customers (e.g. deposits, loan payments, cashing checks) in a prompt, accurate and professional manner.
• Participates in cash and negotiable instrument control measures including cash management, shipping and cash ordering, vault currency, vault balancing, and vault related controls.
• Perform operational duties as required including fill change and/or currency orders, issue cashier’s checks and money orders, process night drops bags and mail deposits, balance ATM and resolve ATM discrepancies, settle and balance Cash Advance machine.
• Minimize NIGOs (need to define NIGO) to exceed goals through leadership and coaching of the team on operational matters.
• Maintain awareness of potential risks to customers or the bank, and properly reporting or escalating questionable behavior in a timely manner.
• Responsible for account opening, maintenance, and origination of loan applications.
• Educate clients on how to use digital platforms such as Digital Banking, the Five Star Bank mobile application, ATMs and ITMs.
• Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.

Job Related Qualifications:

Required:

• Education: High School Diploma, GED or equivalent experience
• Prior Experience: 3+ years experience in a financial services sales capacity with a demonstrated ability to lead and coach team members; 3+ years demonstrated consumer and small business deposit/lending acquisition experience

Competencies:

• Proven problem-solving skills and sound judgment.
• Strong sales orientation and customer focused.
• Ability to collaborate and interact with business partners and all levels of management.
• Proficient in Microsoft Office with the ability to learn and utilize new and existing banking software applications.
• Management Excellence: ability to align people, work and systems with the business strategy.
• Demonstrates a strong knowledge of bank products, services and procedures.
• Strong team building and team management skills.
• Strong written and verbal communication skills
• High level of interpersonal skills to call on new or existing clients, to interview effectively and assist with customer issues.
• Adaptable to varying bank and customer needs.
• Able to manage multiple tasks and prioritize workload and delegate where needed.

Physical Requirements:

• Ability to communicate face to face and on the phone with customers.
• Occasional bending and lifting from floor height, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
• Occasional travel
• Extensive computer usage is required.

Other:

• Work schedule: Varies with office needs and may include evenings and weekends.
• Licenses or Accreditation: Registration with Nationwide Mortgage Licensing System Registry (NMLS) is required in accordance with SAFE Act requirements.

Benefits:

• Medical, Dental, and Vision Insurance
• Health Savings Account
• Flexible Spending Account(s)
• Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability
• Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity & Personal Accident
• Tuition Reimbursement
• Employee Referral Program
• Wellness Reimbursement Program
• Star Volunteer Program
• Employee Banking and Financial Perks
• Paid Time Off (PTO)
• Company Paid Holidays

This job description is not exhaustive. The Branch Manager may be required to perform other duties as assigned.

The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.