Overview

Burke & Herbert Bank & Trust CLASSIFICATION: ExemptREPORTS TO: Director of Retail Sales DATE: March 5, 2026JOB DESCRIPTIONSummary/ObjectiveEnsures 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