Job Description

Job Description

Job Description

Burke & Herbert Bank & Trust

CLASSIFICATION: Exempt

REPORTS TO: Director of Retail Sales

DATE: March 5, 2026

JOB DESCRIPTION

Summary/Objective

Ensures that the Bank’s Mission and Vision are fulfilled both personally as well as throughout the Area team. Ensures that sales and service goals and strategies are understood by the management team of the Area, and that goals are achieved consistently throughout the Area. Provides senior level leadership, coaching, and guidance to branch managers in the assigned Area, comprised of 10 to 15 branches. Also accountable for the overall operations of the branches within the Area – ensuring compliance with established standards, policies and procedures.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Achievement of the overall Retail business growth goals and advancement of the area by directing business development, sales management and employee development.
• Lead by example Service Beyond Expectations by following our defined principles and to ensure goals are met and exceeded within the area and each branch of responsibility.
• Make joint outside sales calls to current business clients as well as prospects with Market Manager, Community Bank Manager and/or Commercial Relationship Representative.
• Future focused, foresee gaps and trends and influence direction across the Area.
• Manage staff directly and through subordinate managers. Provide direction, set goals and ensure that branches manage toward overall goals, programs and objectives.
• Assist in Area-wide projects with and for Chief Banking Officer
• Lead the Area with vision, communicates and drives the Retail vision.
• Generally manage an area according to the bank’s criteria which may include large, complex and an extensive geographic area.
• Partnered with the Market Manager/Community Bank Manager, promote bank throughout the community and local markets.
• Primary contact for overall building maintenance with collaboration of the Facilities Manager.
• Primary Contact for overall security with collaboration of the Security Officer.
• Coordinate with the Chief Banking Officer and retail team to identify, develop and implement skill competencies in product knowledge, technology, sales, sales management and customer service behaviors.
• Evaluate and recommend decisions on hours of operations during inclement weather, working in conjunction with Market Managers/Community Bank Managers, to the Chief Banking Officer.
• Evaluate branch area and banking services for the purpose of making recommendations to the Chief Banking Officer on changes to retail office locations, staffing and hours of operation.
• Core competency in goal management to include setting goals and goal achievement, various sales and goal reporting mechanisms and overall retail incentive programs and management.
• Implement and maintain consistent retail employee work schedules within all branch locations.
• Collaborative approach with Market Managers/Community Bank Managers in all facets of Performance Management and Corrective/Disciplinary Actions working in concurrence with the Chief Human Resources Officer and Chief Banking Officer.
• Develop and implement strategies to achieve growth of individual retail branches.

Other Duties

• Maintain a collaborative team approach to PR/Sponsorship budget.
• Other duties assigned.

Skills/Abilities

• Exhibit strong leadership skills-collaboration, flexibility, creativity, integrity, and influence.
• Strong project-management skills with ability to influence at all levels.
• Innovative and highly motivated.
• Highly competent and confident in a sales and service environment.
• Highly organized and goal-oriented.
• Proven ability to negotiate, manage relationships, and influence across business lines.
• Highly professional with excellent verbal, written, and interpersonal communication skills.
• Excellent computer skills with advanced working knowledge of Microsoft Office (Word, Excel, Power Point, One Note and Outlook).
• Excellent problem-solving skills.
• Comfortable in an environment of multiple priorities and rapid change.

Supervisory Responsibility

This position has supervisory responsibilities.

Work Environment

This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.

Travel

Limited local travel may be required for this position.

Education and Experience

• At least five years of retail banking management experience.
• Bachelor’s degree in a related field or equivalent additional experience.

For Applicants located in Harrisonburg, Virginia (VA): The anticipated salary range for this position is $124,000–$165,000 annually.

For Applicants from all other locations: The salary will be based on experience, qualifications, and geographic location.

The ranges listed for Viriginia represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.

Equal Employment Opportunity/M/F/disability/protected veteran status

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

This employer is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

Compensation details: 124000-165000 Yearly Salary

PIc89c3fc8f520-25405-41738037

Job Tags

Work at office, Local area, Remote work

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