Branch & Community Development Manager

Job Description

Job Description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

A Branch & Community Development Manager is responsible for strategic implementation of business development plans to drive branch growth and profitability, identifying and pursuing new business opportunities to acquire and retain customers, and developing ongoing partnerships with internal and external business partners.

The person in this position will lead by example in the areas of community involvement, calling efforts, and customer service, including administering the Bank’s strategy for achieving the annual goals and objectives relating to Loan Growth, Deposit Growth, Financial Services, Credit Administration and Business Development. As the manager of the branch, this position will maintain oversight to ensure that the branch is in compliance with operating policies and procedures.

Essential Responsibilities:

• Implement business development strategies, including calling efforts to promote the Bank’s product & service solutions with emphasis on deposit growth
• Actively participate in the community in a manner that reflects favorably on the Bank; keep the Bank’s profile highly visible and professional
• Build and maintain strong relationships with customers, local businesses, and community organizations
• May approve or reject loan applications within individual lending authority
• May oversee a loan portfolio consisting of consumer and/or business customers
• Maintain a strong knowledge base of bank policies, procedures, loan products, pricing and use this knowledge to educate prospects on the advantages of Community Bank
• Refer applicable loan opportunities to Bank business partners
• Collaborate with other business partners & Bank affiliates to identify referral opportunities
• Lead in the selection of new branch personnel and support scheduling to ensure branch coverage
• Ensure staff is trained to meet customer sales and service needs as well as branch objectives
• Discuss individual sales and customer service performance versus objectives with the appropriate supervisor on a frequent basis
• Monitor progress and results throughout the year with the District and Regional Managers ensuring that the branch is performing at a level consistent to achieve established growth, sales and profit objectives
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner.
• Perform other duties as assigned or directed

Qualifications

Education, Training and Requirements:

• Bachelor’s Degree in Finance or Business or equivalent training preferred
• Specialized financial services experience preferred Valid driver license, reliable transportation
• All applicants must be 18 years of age or older

Skills:

• Proficient reading, writing, grammar and mathematics skills
• Proficient interpersonal communication, negotiation, and sales skills
• Sound judgment and reasoning
• Ability to prioritize
• Proficient PC knowledge
• Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility

Experience:

• Six (6) years of sales/business development experience normally required including three (3) years of experience in related banking and/or lending positions preferred
• Minimum two (2) years supervisory experience required

Other:

This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.