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Pioneer Bank Sales Leader - Assistant Branch Manager in Albany, New York

TITLE: Sales Leader - Assistant Branch Manager


REPORTS TO: Branch Manager

CLASSIFICATION: Full Time, Non Exempt

AVAILABILITY: Monday-Friday 8:45am-5:15pm, Saturday 8:45am-1:15pm

Position Summary:

Responsible for all phases of day to day operations within the office under the direction of the Branch Manager. Assists in the development and maintenance of retail, commercial and municipal customer relationships.

Essential Job Functions:

  1. Actively sells and refers Pioneer Bank products and services.

  2. Upholds established customer service standards and measurements and ensure such expectations are communicated and adhered to.

  3. Oversees processing of customer transactions and ensures compliance with cash handling and security procedures.

  4. Assists with scheduling, counseling, supervising, evaluating and disciplining all personnel within the branch.

  5. Provides continuous coaching and evaluation of staff sales efforts and monitors results.

  6. Monitors staff compliance with all Bank policies and procedures within the branch, through training and counseling.

  7. Maintains proper security controls, as set forth by the Bank's security officer.

  8. Advises the Branch Manager of office, market and community trends and/or other situations warranting bank management's involvement.

  9. Works with Branch Officer to coach staff on increasing branch sales and deposits.

  10. Interviews, elects, and trains staff in accordance with the Bank’s EEO/AA commitment in conjunction with or under direct supervisor of Branch Manager. Evaluate performance, and makes recommendations for advancement and appropriate promotional and merit increases. Motivates and counsel assigned staff to increase professionalism, exceed customer service expectations, and encourage career development.

  11. Ensures that department practices comply with Federal and State laws and corporate human resource policies.

  12. Promotes EEO and Affirmative Action by identifying problem areas and establishing and meeting goals to eliminate underutilization of females, minorities, individuals with disabilities, disabled veterans, and veterans of the Vietnam era.

  13. Assists in the development, implementation and administration of human resource policies and programs including implementation and compliance with Equal Employment Opportunity and Affirmative Action Programs.

  14. Develops subordinates and others in the bank, when requested, for the purpose of succession planning.

Education & Experience:

  1. Bachelor’s Degree preferred.

  2. A minimum of one year Assistant Manager or Sales experience or two years’ experience as a CSR, Head Teller or Trainer required.

  3. Ability to demonstrate sales skills and capacity to motivate branch staff to cross sell financial services.

  4. Previous sales experience preferred.

  5. Proven ability to comply with policies and procedures, to maintain accuracy and meet deadlines.

  6. Bilingual capability a plus.

  7. Attainment of Notary Public certification and licenses to sell life insurance and PSB financial services products strongly preferred within 12 months of beginning position.

  8. Proficiency with MS Word and Excel, E-mail, internet software and capacity to learn retail banking computer system is essential.

  9. Must have own transportation, or access to reliable transportation on short notice.

  10. Valid Driver’s License and ability to maintain this throughout employment.

  11. Must have the ability to maintain flexible daily schedule, including evenings and Saturdays.

As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

EOE Minorities / Females / Protected Veterans / Disabled