Assistant Client Experience Leader

Assistant Client Experience Leader

Job Summary:

The Assistant Client Experience Leader plays a key role in boosting revenue within the branch, ensuring smooth operations, and delivering exceptional client experiences, while also emphasizing the importance of maintaining a positive reputation in the local community.

Job Responsibilities:

• Boost business performance by increasing the market expansion of core client associations and reaching financial growth milestones. Actively pursue and facilitate the correct client connections to designated team members to meet growth targets and carry out successful sales endeavors.
• Support in Sales Leadership and Coaching: Aiding in the coaching, advancement, and mentoring of team members. Actively backing partner-driven sales and marketing endeavors. Reinforcing the importance of training, advancement, and coaching for branch teams regarding our mission and engaging effectively with broader communities and customers to achieve performance goals. Responsible for helping the Branch Banking Leader with talent management activities which include recruitment, performance assessments, staff growth/training, disciplinary measures, succession planning, and guaranteeing staff compliance with regulations.
• Utilize the resources and platforms at hand to ensure client engagement and education are central to the company culture. Encourage a mindset that is dedicated to upholding our mission and core values, ultimately fostering an outstanding client experience.
• Risk Management: Mitigate reputational, regulatory, personnel, and customer risks by promoting comprehension and compliance with all relevant bank policies and regulations among team members. Achieve operational excellence criteria.
• Taking charge of talent management duties like hiring, evaluating performance, fostering staff growth, handling disciplinary procedures, planning for future leadership transitions, and enforcing compliance protocols.

Additional Accountabilities:

• Carries out distinctive initiatives and supplementary roles as necessary.
• Demonstrates a commitment to following the regulatory and compliance protocols tied to the position as specified and fulfills essential compliance training obligations. Tasked with ensuring compliance with the appropriate federal, state, and local statutes and regulations.

Job Qualifications:

• Applicants are expected to have completed their education at the high school level or hold a recognized equivalent, such as a GED, HiSET, TASC, or a comparable certification from a foreign educational system.
• A minimum of two years of experience in branch sales is required.
• Fulfilling NMLS registration requirements might be compulsory as per the provisions outlined in the S.A.F.E. Act of 2008 and Regulation.
• Familiarity with different types of banking offerings through practical encounters.

• Insights from handling risk management in the banking sector.

Preferred Qualifications:

• Candidates with a 4-year undergraduate degree or suitable professional experience are encouraged to apply.
• With a background exceeding four years in branch banking and financial institution sales.
• Being actively engaged in a leadership capacity.

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