Regional Sales Manager
Amerant

As a Team Lead – Producing Manager, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’ needs and with the support of your team members, you match those needs with the right products. Primarily responsible for the achievement of banking centers profitability, sales goals, operation activities and the management and use of the various elements encompassing a banking center. Responsible for the sale of Bank products and services to new and existing clients inside the banking centers as well as the generation of new business opportunities outside the banking centers. Responsible for their own banking center sales goals and profitability. Ensure quality levels of banking centers customer service. Ensure development and training of banking centers staff. Promote a positive Bank image within the community. Oversee administration of all personnel issues. Ensure the protection of all banking centers assets. Manage banking centers expenses.

Responsibilities:

OPERATIONAL EXCELLENCE:

• Has overall responsibility for achieving banking center production defined by the Bank for an assigned group of banking centers. Provide guidance and supervision to Market Manager and Banking Specialist Manager in the oversight of the day-to-day banking center operational activities in accordance with all Bank policies and procedures. In the absence of the Market Manager or Banking Specialist Manager take lead responsibility.
• Adhere to all policies and procedures per Retail Banking’s operating manuals, employee handbook and all other that apply to the position functions. Ensure all regulatory requirements as well as security and audit procedures are adhered to always.
• Responsible for ensuring individual acts do not lead to Bank operating losses as well as escalating potential concerns that could lead to Bank loss to appropriate supervisor.
• Provide guidance and supervision to Market Manager and Banking Specialist Manager in keeping banking center in compliance with all Bank policies and procedures as well as ensuring audit, compliance and security procedures are adhered to at the banking center location. In the absence of Market Manager or Banking Specialist Manager take lead responsibility.
• Identify opportunities and implement plans to increase sales and cross-sales within assigned banking centers.
• Identify, evaluate, monitor and make any recommendation deemed necessary to the Risk Management Committee to assess, reduce, eliminate or control any current or prospective risks to
• earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.
• Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
• Works with Operations Coordinator to ensure banking centers meet all compliance expectations.
• Ensure assigned banking centers are prepared and pass Bank audit. Work to ensure banking centers maintain losses within acceptable limits.
• Ensure customer service standards are maintained within assigned banking centers.
• Resolve customer complaints in a manner acceptable to the Bank as well as our customers.

CUSTOMER SERVICE:

• Adhere to customer service expectations as defined for all positions in Retail.
• Act as a customer advocate to ensure we meet the needs of our customers and prospects with the intent of enhancing customer retention and engagement.
• Provide quality customer service to all current and prospective customers as measured by Bank service standards.
• Deliver customer experience for all segments to ensure quality customer experience every day every time.

BUSINESS DEVELOPMENT:

• This position requires consistently meeting or exceeding sales goals as defined by management at a personal and team level.
• Adhere to all sales leadership expectations including inside and outside calling efforts as defined by management.
• Works with Retail Strategy & Channels Manager for all sales activities
• within the designated banking centers.
• Responsible for the development and implementation of business plan to achieve Retail sales goals.
• Partner with other lines of business (Business Banking, Residential, Commercial, AMTI, etc.) to maximize opportunities and expand customer relationships with the Bank. This requires the ability to establish and manage peer relationships.
• Represent the Bank in local community organizations with the purpose of promoting the Bank image as well as uncovering potential business opportunities.
• Encourage and assist staff in fostering relationships within the community which support the Bank brand and provide business development opportunities.
• Participate and actively engage staff in business development activities sponsored by the bank.
• Have an enhanced understanding of all the Bank’s products, services and sales delivery processes to train and coach banking center staff as appropriate.

BANK TRANSFORMATION:

• Adhere to all expectations defined for Retail.
• Take lead responsibility by coaching Market Manager, Banking Specialist Manager, and other team members on the day-to-day banking center activities in accordance with the behaviors and expectations defined for Retail.
• Conduct daily huddle to reinforce banking center roles and expectations.
• Ensure banking centers create a schedule of activities for staff to ensure ability to adhere to fluidity guidelines when greeting and assisting customers and guests within banking centers. In absence of Market Manager or Banking Specialist Manager take lead responsibility.

LEADERSHIP:

• Lead responsibility to coach staff to ensure goals are consistently met. Has overall responsibility for monitoring banking centers service quality levels and coaching staff as appropriate.
• Responsible for daily coaching of team members in the areas of operations, compliance, sales activities and banking center elements and functionality.
• Works with Retail Strategy & Channels Manager to escalate and work to resolve issues related to facility, digital technology and other elements related to banking center.
• Overall responsibility to monitor employee activities and act when necessary.
• Conduct coaching activities with banking center team members. Works with Retail Strategy & Channels Manager to participate in training and meetings and communicate back to team member’s information pertinent to the operation of the banking center.
• Create a feeling of energy and excitement among team players. Promotes Bank vision and values.
• Works with Retail Strategy & Channels Manager to provide for team member’s training, professional development, recruitment, and mentoring. Raise awareness of the Bank’s strategic planning and timing in order to position the Department to be able to perform its assigned responsibilities. Evaluate team member’s performances and take corrective actions to address problems. Counsel and guide team members to ensure that approved objectives are met.
• Build a highly competent team: Interview and ensure training needs are met.
• Works with Retail Strategy & Channels Manager to develop career paths for team members with high potential.
• Works with Retail Strategy & Channels Manager to manage the performance appraisal process for the assigned banking center ensuring all team members are assessed and compensated fairly.

OTHER:

• Live the Bank values every day. Create a feeling of energy and excitement among team players. Promote our Corporate vision and values.
• Complete mandatory training and required responsibilities to have knowledge of complete lines of products and services.
• Cooperates with superiors, peers to accomplish team and Bank goals. Other duties as required.

Minimum Education and/or Certifications Requirements:

High School or GED required. Bachelor’s Degree required. In lieu of Bachelor’s Degree equivalent experience accepted (defined as 10 years in Bank sales / service environment). English required, and certain markets may require second language skills.

Applicant must be NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer. Additionally, FBI Criminal Background and credit checks must be successfully passed within the first 30 days of employment, or 30 days from the date of the upload (whichever occurs first).

Minimum Work Experience Requirements:

Minimum of 5 years’ experience required in Bank sales and service environment as manager or equivalent experience to include sales results.

Technical and/or Other Essential Knowledge:

Basic report writing ability, organizational skills, telephone skills. Previous experience with Outlook, Internet and MS Office Skills, including MS Word Advanced, MS Excel Advanced, MS Power Point Advanced and MS Project Level II required.

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