VP, LifeDesign Sales & Service Manager



Under the direction of the SVP/Chief Community Banking Officer, the LifeDesign Sales & Service Manager is responsible for driving our LifeDesign approach to banking  within our Banking Center network. All banking center managers’ report to this individual and they are responsible for the sales and service achievement of all banking centers. In addition, this individual will be responsible for the oversight and utilization of our Customer Relationship Management Program, managing the Community Banking Incentive Program, developing sales campaigns and contests, business analysis and tracking our LifeDesign performance. This position requires an individual who is self-motivated, has a personal track record of success within a sales environment, and a demonstrated ability to lead, coach, mentor, and motivate high performance teams. 


  • Oversee  the Community Banking Centers sales and service achievement through assigning goals, coaching, mentoring, developing sales plans and      partnering with key stakeholders. 
  • Manage  the Customer Relationship Management efforts to drive additional outreach opportunities, increase business pipelines, focus on sales management, with consistent focus and attention to the LifeDesign client experience. Creates and      designs CRM outreach protocols.
  • Oversees our sales incentive programs to ensure we are driving the right behaviors and tracking our performance. 
  • Schedules      regular formal and informal coaching sessions with front-line team members. Coaches team members on      identifying sales opportunities, identifying referral opportunities and on  conducting outbound phone calls to our clients to deepen relationships. 
  • Coordinates  the LifeDesign@Work Program by tracking company enrollments, assisting banking centers with LD@Work On-sites and Seminars, and reporting on results.
  • Coordinates  our Financial Literacy Programming by tracking school participation,  targeting new opportunities, assessing curriculum, assisting with      Financial Literacy on-sites and reporting results. 
  • Coaches,  monitors and tracks the usage of our LilfeDesign approach to banking by monitoring Mystery Shop and NPS scores. 
  • Maintains a strong knowledge and adheres to all Fidelity Bank Policies and Procedures. 
  • Maintains strong relationships with all lines of business. 
  • Works closely with the VP, Head of Community Banking Administration and VP, Head of Operations and Project Management. 
  • Performs other duties as assigned.



10 years of Retail Banking Supervisory experience and/or college degree in Finance or Marketing. Retail experience and a proven track record of Retail Administration. Accuracy and attention to detail are essential to the position. Sense of urgency in responding to clients is critical. Self-motivated, enthusiastic, and maintains a positive attitude. Exceptional written and verbal communication skills. Must demonstrate strong leadership skills including, the ability to lead, train, coach, and motivate others; ability to manage competing priorities, strategically aligning efforts and activities to meet goals and objectives; solid organizational and time management skills.  Demonstrates high ethical standards and personal integrity. Possesses excellent presentation, analytical, communication and negotiation skills.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 


Any physical demands or work conditions described here are representative of those that must be met 

by an employee to successfully perform the essential functions of this job. Reasonable accommodations 

may be made to enable individuals with disabilities to perform the essential functions.

Fidelity Bank is an equal opportunity employer.