Sales & Service Manager, AVP (Woburn Ctr.)
$74,000–$100,000 year
On-siteWoburn, Massachusetts, United States
Job Summary
Oversee all day-to-day branch operations, ensuring compliance standards and service protocols are consistently executed while serving as the primary point of accountability for revenue, service quality, and operational efficiency metrics. Recruit, onboard, coach, and develop branch staff through regular performance reviews and individual development plans, managing scheduling and staffing levels to meet business demands. Champion an elevated, client-first service culture by personally handling escalated concerns with urgency and empathy, while identifying and capitalizing on sales opportunities from walk-ins, inbound calls, and transactional interactions. Lead a structured outbound calling program targeting existing and prospective clients, partnering with relationship managers to pursue cross-sell and upselling opportunities. Cultivate deep, trusted relationships with branch clients and community stakeholders by conducting regular outreach and representing the branch at networking functions and industry gatherings. Maintain accurate client relationship data within the CRM platform and ensure adherence to bank compliance, KYC, and BSA policies.
Required Qualifications
- 3–5+ years of progressive experience in a sales and/or service management role
- preferably in a branch, retail, or financial services environment
- Demonstrated track record of meeting or exceeding sales goals and driving client satisfaction
- Proven ability to lead, motivate, and develop a team in a fast-paced, client-facing environment
- Strong communication and interpersonal skills with the ability to build rapport at all levels
- Strong knowledge of bank compliance, KYC, BSA
- Minimum of 5 years experience in a supervisory capacity
- Lead, coach, and develop branch sales and service team members
- Manage staffing, scheduling and daily workflow to ensure optimal coverage
- Recruit, onboard, train, and retain high performing employees
- Ensure compliance with bank policies, procedures and regulatory requirements
- Address employee relations matters and foster a positive team culture
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.