Manager, Client Solutions

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Job description

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 the LINK corporate values of LIVE, INTEGRITY, NURTURE, KNOWLEDGE and infuse those values throughout the company.
2. This position requires the employee to possess a positive attitude and willingness to learn, while providing superior client service to all members of LINKBANK.
3. Responsible for providing leadership, coaching and encouragement to a team of Client Solutions Specialists and/or Administrators to attain solution center sales, deposits and service goals; this includes filling in to assist customers when needed.
4. Oversees the efficient operation of the solution center through Client Solution team. Oversee and ensure that the solution centers operate in compliance with the Bank's operating and security policies and procedures.
5. Responsible for the retail and small business functions in the solution center and within the community; including addressing customer concerns and issues.
6. Maintains a proficient level of knowledge of Small Business Lending.
7. Proficient understanding of Mortgage lending to field referrals to the mortgage team.
8. Leads in the development and successful accomplishment of the solution center market plan. In conjunction with other leadership, ensures that each team member understands their part in meeting LINKBANK goals and encourages team members to meet these goals. Ensures that team members know the Bank's products through regular sales and product knowledge meetings and on the job coaching.
9. Responsible for development of and adherence to departmental budget.
10. Actively call on clients and prospects to ensure satisfaction and deepen the relationship with needs-based selling.
11. Meet with clients and prospects to understand their business and its products, gather information to submit loan underwriting.
12. Develop and actively call referral sources to obtain leads.

Requirements:

Minimum Qualifications:

Education/Training: High School Diploma or equivalent.

Knowledge/Skills/Abilities:

• Ability to juggle multiple priorities with clear direction from supervisor.
• Ability to generate new business by outbound calling, generating referrals and involvement in the local community.
• Attention to detail, problem solving and the ability to be proactive.
• Knowledge of bank products and services.
• Skilled in engaging clients/prospects in a sales conversation and optimizing sales opportunities.
• Strong ability to comply with policies and procedures.
• Strong computer knowledge and Microsoft Windows skills required.
• Involvement in community groups/events and strong networking skills.
• Strong interpersonal, communication, leadership, and organizational skills.
• Strong sales skills.
• Satisfactorily completes required annual regulatory training.

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

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.

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