Financial Center Leader

ESSENTIAL DUTIES & RESPONSIBILITIES

• Hire, train, develop, and motivate associates across one or more financial centers, fostering a high-performing, client-focused team.
• Conduct performance reviews, provide coaching and counseling, and build succession-ready talent.
• Promote a culture of service excellence and consistently deliver an exceptional experience.
• Set strategic objectives for centers and associates, monitor performance, and drive results through structured coaching and performance management.
• Drive financial center sales and service performance using a consultative approach and strategic sales planning.
• Oversee management of existing client relationships and the development of new consumer and small business relationships (up to $1M annual revenue).
• Lead external outreach initiatives, including calls, in-person meetings, seminars, and events, to expand client base and deepen relationships.
• Promote and implement digital and self-service channels to enhance client convenience and engagement.
• Ensure financial centers operate efficiently and comply with all bank policies, procedures, and regulatory requirements.
• Lead staffing, scheduling, and operational planning to meet changing business and client needs.
• Uphold the bank’s risk management culture, including fraud mitigation, loss prevention, and regulatory compliance.
• Analyze branch P&L, financial performance, and operational metrics to identify opportunities for improvement.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

• A High School Diploma or GED is required.
• A Bachelor’s degree is preferred.
• A minimum of 4 years of Banking/Financial Services experience is required.
• A minimum of 2 years of management experience is required.
• A minimum of 1 year successful experience in sales as an individual contributor or manager is required.
• Excellent communication, client service, and interpersonal skills are required.
• Strong analytical skills, including P&L and financial statement interpretation, are required.
• The ability to manage competing priorities and lead under pressure in a dynamic retail banking environment is required.
• The ability to work under stress and meet deadlines is required.
• The ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions is required.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS

• The ability to work under stress and meet deadlines is required.
• The ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions is required.

Equal Opportunity/Affirmative Action Employers

All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.