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 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.

Responsibilities

• Assist the Financial Center Manager in hiring, scheduling, coaching, and training branch staff to ensure coverage while fostering a strong team environment.
• Demonstrate and maintain knowledge of all retail roles, overseeing staff 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.
• Meet personal and team goals through required in-person and outbound calling activities, sharing valued solutions via a needs-based approach.
• Facilitate consumer loan requests: solicit loans, maintain knowledge of loan policies, assist with branch loan portfolios, and coach staff on effective loan handling.
• Uncover customer needs and refer them to partner teams specializing in small business, corporate, institutional, mortgage, and financial advisory services.
• Grow and develop new small business banking relationships within the market through outside sales activity.
• Maintain high client satisfaction by reviewing experience results, coaching staff, and implementing plans for optimal customer experience.
• Perform branch audit functions, including teller cash audits, compliance documentation, clerical, supervisory, and management reporting.
• Ensure all activities comply with applicable laws, regulations, policies, and procedures, including 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) required; obtain an NMLS license after employment.
• Proficiency in MS Office programs and social media platforms for brand awareness and market knowledge.
• Occasional travel for meetings, training, bank conversions, or acquisition support (minimal overnight or out-of-town travel).
• 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.
• Ability to thrive in a fast-paced, evolving banking environment and positively lead a team through change.
• Strong motivational and presentation skills for one-on-one and small group interactions with customers, clients, and employees.
• Individually driven, competitive, and motivated to work as a team player toward common goals.