After being a teller for about 6 months to a years -all depending on how well you did with your goals and performance -you should apply for the next level becoming a relationship banker. In this role- you will undergo many sales training-where you will learn how to sell products, match benefits statements to the client needs, how to refer clients to other lines of business ( mortgage specialist, business bankers, financial advisors ). You will ,earn how to properly complete a chat form or a needs assessment questions to better understand your client needs and offer the best financial solution. You will earn how to make phone calls to your clients around follow up conversation or sales ones.
In previous roles- you should be able to become proficient around branch operations- that’s also part of your performance. If you are and you are proactive daily to assist the team, your Leadership ,also focusing on your individual growth- such as working in your individual action plans - you should be halo wya ready to tackle the operational supervisor/assistant branch manager role.
In ABM role-you will be focusing on making sure your entire teams operates , follows bank procedures-and you now must hold them accountable. Whenever need you will deliver coaching session, you will recognize, hold meeting, daily and mid day recaps on the sales, ops, and customer service expectations.
As a Branch Manager-you now need to Lead your team, constantly build teamwork, always recognize for great work and allow then to have a voice-it’s not just you telling your team what you expect- now it’s allowing your team to collaborate and deliver solutions. Which is not an easy task- because now as a Leader you are facing with different personalities, background- and now you need to include diversity and their voices to make a stronger bond. Your role is to hold your associates accountable to daily results, do yearly and mid day performance appraisals, volunteer in the community and support your leadership on organizational changes and drive the mission of the company.