Assistant Financial Center Manager

About the Role

We're committed to bringing passion and customer focus to the business. As an Assistant Financial Center Manager (AFCM), you will lead a team to meet the financial needs of customers through a valued consultative approach while providing exceptional customer service. This is a producer role as well as a coaching role for a team of bankers who engage with customers and prospects both in person, through outside business development, and by phone.

This position offers an exciting opportunity for candidates with retail or sales experience interested in a career with growth, development, and upward mobility in a fast-paced and energetic environment.

Responsibilities

• Assist the Financial Center Manager in hiring, scheduling, coaching, and training branch staff to ensure branch coverage while fostering a strong team environment.
• Demonstrate and maintain knowledge of all retail roles and oversee staff in their duties to ensure compliance with branch processes and procedures.
• Educate associates on the bank’s full scope of resources, including in-branch services, digital capabilities, and business partner resources.
• Ensure personal and associate goals are met through in-person and outbound calling activities to share valued solutions and recommendations using a needs-based philosophy.
• Facilitate consumer loan requests: solicit loan requests, maintain knowledge of loan policies, assist with the branch’s consumer loan portfolio, and coach staff to handle consumer loan requests effectively.
• Uncover customer needs and refer them to partner-centric teams specializing in small business, corporate and institutional partnerships, mortgage, and financial advising.
• Grow and develop new small business banking relationships within the market through outside sales activity.
• Maintain high client satisfaction by reviewing customer experience results, coaching staff, and implementing plans to optimize the customer experience.
• Perform regular branch audit functions, including teller cash audits, compliance documentation audits, clerical, supervisory, and management reporting.
• Ensure all departmental documents and activities comply with applicable laws, regulations, policies, and procedures, including completing required compliance training.

Requirements

• High School Diploma or GED; BS/BA degree preferred or equivalent work experience.
• Previous retail supervisory experience.
• Registration with the National Mortgage Licensing System and Registry (NMLS) is required; obtain an NMLS license after employment.
• Proficiency in MS Office programs and social media platforms.
• Occasional travel for meetings, training, bank conversion, and acquisition support (sporadic and minimal overnight and/or out-of-town).
• Ability to provide support and guidance at other banking institutions within the market.

Skills

• Ability to manage and lead an effective sales process while supporting excellent customer service.
• Embrace and positively lead a team through the evolving and fast-paced banking environment.
• Effectively motivate and present information in one-on-one and small group settings to customers, clients, and employees.
• Individually driven, competitive, and motivated to work as a team player to achieve common goals.