Summary: Plans, directs and organizes the sales and daily operational activities of assigned Banking Center to include lending, new accounts, cashiering and customer needs by following established procedures; maintains communication between Banking Center and Regional Management; accountable for all activities and performance of Banking Center; and exemplifies and encourages Core Values by performing the following duties personally or through subordinate supervisors.

Duties and Responsibilities include the following.

• Manages a single banking center with deposits of less than $25 million.
• Primary focus of role is on day-to-day operational execution and sales strategy within a small sales force
• Occasional contribution to broader planning within area of expertise:  20% strategic, 40% tactical, and 40% transactional.
• Manages all functions and has ultimate responsibility for achievement of sales goals, operational activities and staff of Banking Center.
• Develops new outside business; oversees and ensures sales of new and existing business inside the Banking Center and promotes new sales generation outside the Banking Center.
• Ensures quality levels of customer service.
• Ensures and oversees development and training of staff, providing effective and motivating coaching and training to the team in areas such as career development, sales skills and service experience.
• Oversees administration of all personnel issues.
• Ensures the protection of all bank assets through compliance with operational audit procedures.
• Formulates annual budget in conjunction with Regional Management; operates within established budget.
• Develops and manages banking center business plan.
• Responsible for consultative sales systems, product education, promotions, and merchandising.
• Focuses on sales activities both inside and outside of the bank. Maintains and develops relationships with existing small business customers. Refers to other lines of business within the bank (ex: insurance, investments, commercial).
• Provides leadership, coaching and mentoring to Banking Center staff.
• Evaluates staff members’ work performance by preparing monthly reviews, daily celebration of successes and coaching on less than extraordinary performance.
• Serves as liaison between the Banking Center and Management by preparing and reporting on operations, sales, and productivity.
• Collaborates with Human Resources in decision making process regarding hiring, promotions, suspensions and/or terminations.
• Assists in the implementation of new products or programs to help provide better service to customers and stimulate new growth.
• May perform duties of Loan Officer, Personal Banker, Relationship Banker or other operational positions.

Supervisory Responsibilities                                                       

Manages one to two subordinate supervisors who supervise a total of one to five employees in the Retail Staff.  Is responsible for the overall direction, coordination, and evaluation of these units.  Also directly supervises one to ten non-supervisory employees.  Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.  Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Competencies - To perform the job successfully, an individual should demonstrate the following competencies:

Analytical and Design - Collects and researches data; Designs work flows and procedures; Demonstrates attention to detail.

Problem Solving - Identifies and resolves problems in a timely manner; Develops alternative solutions.

Interpersonal Skills/Customer Service - Maintains a high level of confidentiality; Remains open to others' ideas and tries new things; Manages difficult or emotional customer situations; Responds promptly to customer needs; Meets commitments.

Oral and Written Communication - Listens and gets clarification; Responds well to questions; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Supports everyone's efforts to succeed.

Change Management and Delegation - Communicates changes effectively; Prepares and supports those affected by change; Delegates work assignments.

Leadership and Managing People - Inspires and motivates others to perform well; Accepts feedback from others; Gives appropriate recognition to others; Takes responsibility for subordinates' activities; Develops subordinates' skills and encourages growth; Continually works to improve supervisory skills.

Business Acumen and Cost Consciousness - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals; Works within approved budget; Develops and implements cost saving measures.

Diversity and Ethics - Promotes a harassment-free environment; Works with integrity and ethically.

Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment and Motivation - Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process.

Planning/Organizing - Prioritizes and plans work activities; Sets goals and objectives.

Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.

Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Adheres to Security Policy and Procedures.

Adaptability and Initiative - Manages competing demands; Able to deal with frequent change; Asks for and offers help when needed.

Attendance/Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to management direction; Commits to long hours of work when necessary.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience                                                     

Bachelor's degree (B. A.) from four-year college or university preferred, high school diploma or general education degree (GED) required; minimum of 3 years banking, 2 years management and 3 years sales experience; or equivalent combination of education and experience.

Computer Skills                                                               

To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel.  Ability to use basic office machines.

Bank Culture/Customer Service Skills

Promotes the Bank’s culture, including the support of our Brand promise and Core Values.

Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor.  Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

Physical Demands:  While performing the duties of this job, the employee is regularly required to talk or hear.  The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel.  The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl.  The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment:  The noise level in the work environment is usually moderate.

This job description reflects management's assignment of essential functions.  It does not prescribe or restrict the tasks that may be assigned.  Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs.  This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion. 

Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law.