Description

General Responsibilities

The Director of Retail Sales and Strategy plays a pivotal role in guiding all facets of retail banking sales, customer engagement, and associated employee development programs within consumer banking. Responsible for providing clear vision and strategic leadership, this position focuses on driving sales and growth performance, expanding customer relationships, enhancing customer satisfaction, and nurturing a high-performing retail banking team. This leader collaborates internally to set organizational priorities, foster innovation, and promote a customer centric culture that supports sustainable growth. The Director of Retail Sales and Strategy develops and oversees initiatives aimed at expanding market reach, increasing profitability, growing the deposit base, and building a culture of excellence. Working closely with executive management, this leader ensures departmental goals align with the broader objectives of the organization and serves as a catalyst for transformative change. Effective collaboration with cross-functional teams and stakeholders is essential for achieving measurable results and advancing the strategic vision of the bank. 

Essential Duties

1. Develop and execute retail banking strategies that support and scale with the bank's strategic vision.
2. Serve as a partner and collaborator on all facets of retail banking, including business development, service, and operations; balance approach and work closely with Market Presidents to offer support and guidance in retail decision making as needed/required.
3. Develop and execute integrated, customer-centric sales and service programs designed to enhance the performance of retail branches and elevate the overall customer experience. This includes the comprehensive development of a structured sales and service model. 
4. Provide subject matter expertise and leadership in business development, market expansion, and employee development, always promoting a shared vision for success.
5. Establish Key Performance Indicators (KPIs) and related goals for the branch network; assess and/or develop incentive compensation plans and campaigns that reward performance aligned with the bank's objectives.
6. Oversee the bank's incentive programs, ensuring regulatory compliance, operational soundness, and the accuracy of program data.
7. Drive organizational performance by spearheading new business initiatives and marketing strategies that contribute to overall growth and profitability.
8. Work in partnership with the marketing department to design, implement and optimize marketing strategies that support the branch network's capabilities in customer acquisition and business development efforts.
9. Actively participate in and oversee the design, launch, and administration of new products and customer engagement programs, ensuring these initiatives are well coordinated and effectively implemented. 
10. Oversee company-wide Customer Service Standards; monitor performance metrics to identify areas of opportunity for improvement and growth.
11. Support business banking growth by partnering with the business banking/commercial team, including leveraging cash management solutions to drive revenue and expand customer relationships.
12. Analyze market trends and evolving customer needs to inform decision-making and drive continuous improvement.
13. Guide and support the adoption and ongoing use of the organization's CRM through continuous training initiatives.
14. Advise on the creation and implementation of comprehensive sales and service training programs, applying adult learning principles to ensure employees build relevant skills and knowledge.
15. Provide support as needed regarding strategic partnerships and vendor relationships, including requirements for vendor management, regulatory compliance, policy, procedures, data, and revenue generation.
16. Prepare and present strategic recommendations and reports for executive leadership and the Board as needed.
17. Ensure all functions comply with applicable laws, regulations, and internal policies.
18. Conduct assigned tasks and projects as directed by Executive Management.

Ancillary Duties

1. Actively represents the Bank in public relations and other related community activities.
2. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.

Education/Training: Bachelor's degree or equivalent work experience is required.

Skill(s): Exceptional leadership capabilities with the ability to inspire and motivate teams; strong communication, analytical, interpersonal, and strategic planning abilities; demonstrated ability to design and implement short and long term business strategies; comprehensive knowledge of banking regulations, compliance requirements, and risk management practices; strong business acumen and results oriented mindset; proficient in Microsoft Office Suite.

Experience: At least ten (10) years of progressive experience in consumer banking, including significant senior leadership responsibilities and a proven track record of driving business growth and effectively managing cross functional teams.

Peoples Security Bank and Trust Company is an Equal Opportunity Employer.

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