Banking Center Manager Trainee

Salary Grade: 16

SUMMARY: 

The Banking Center Management Trainee program is designed for experienced retail bankers with proven leadership abilities who aspire to advance into a Banking Center Manager role. This immersive, hands-on position provides comprehensive training and real-world experience to prepare you for success in branch leadership.

As a Management Trainee, you will work closely with the Managing Director of Retail Services, offering both staff-level and supervisory support while gaining valuable insights into team leadership, operational excellence, and customer experience strategies. This role is an ideal steppingstone for individuals ready to take the next step in their banking career.

Essential Job Functions & Responsibilities

Leadership & Staff Development, In conjunction with the Managing Director of Retail Services and Banking Center Management: 

1. Foster a consultative sales culture that emphasizes understanding client needs to drive deposit growth and retention.
2. Establish and communicate clear productivity and performance standards for all banking center colleagues.
3. Ensure consistent implementation of policies and procedures through effective communication.
4. Coach, mentor, and support colleague development to enhance skills and career growth.
5. Manage colleague performance through ongoing feedback, documentation, and accountability.
6. Maintain compliance with all Bank policies, procedures, and applicable state and federal regulations.
7. Uphold all Bank Secrecy Act (BSA) responsibilities relevant to the position.

Client Experience

1. Lead and inspire the Banking Center team to deliver exceptional client service and personalized financial guidance.
2. Develop colleagues as trusted financial advisors to strengthen client relationships.
3. Ensure adherence to Cape Cod 5 client service standards for all interactions.
4. Resolve complex internal and external issues promptly and effectively.

Business Development & Community Engagement

1. In conjunction with the Managing Director of Retail Services, establish and achieve business development goals aligned with organizational objectives.
2. Drive growth by cultivating commercial and retail prospects and deepening existing client relationships.
3. Actively participate in Cape Cod 5 Relationship Team, local business networks, chambers of commerce, and industry associations to build referral sources.
4. Represent the Bank in civic and community organizations to strengthen community ties and brand presence.

QUALIFICATIONS:

EDUCATION & CERTIFICATIONS: Bachelor’s degree preferred, or combination of secondary education and four years of progressive retail banking experience

• Complete small business lending training within 12 months of hire
• National Mortgage Licensing System (NMLS) registration
• Notary Public 
• Medallion Signature Guarantee

 KNOWLEDGE, SKILLS & ABILITIES:

• Three or more years supervisory experience and proven leadership capabilities required, including minimum of two years’ retail banking supervisory experience (e.g., Relationship Banker III or above). 
• Conversant in all Bank business lines 
• Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc. 
• Ability to execute more complex account openings and transactions independently 
• Ability to supervise staff at the RBI-IV levels 
• Critical thinking, decision making and problem-solving skills 
• Demonstrated high level of judgement and decision-making ability 
• Demonstrated ability to fulfill the opening/closing activities of the Banking Center 
• Prior customer relationship building experience 
• Must have a supervisory aptitude 
• Demonstrated management and leadership skills 
• Must have cyber security awareness to protect the digital environment, the Bank, and customers 

COMPETENCIES:

• Managerial Courage 
• Technology Savviness/Digital Enthusiast 
• Financial Comprehension 
• Adaptability and Flexibility 
• Sales Aptitude 
• Client Focus
• Eager and Agile Learner