Financial Center Leader

ESSENTIAL DUTIES & RESPONSIBILITIES

• Maintains a superior culture of service by actively identifying, coaching, developing, motivating, and supporting associates to establish and maintain relationships with clients and to provide an overall meaningful client experience.
• Leads the financial center to increase growth and profitability using a consultative approach and a structured process of providing coaching and support that drives improved associate performance.
• Sets clear objectives for the financial center and associates, monitors progress and tracks results.
• Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs, and tailor product and service solutions to meet the client’s overall financial needs. This activity may be in the financial center, outbound calling, visiting businesses, or conducting educational seminars.
• Conducts outside calling activities to generate new small business relationships and to maintain and expand existing consumer and small business relationships. Small business relationships handled by the financial center are business with annual revenues up to $1 million.
• Ensures both self and associates are well trained to educate clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options to access their accounts 24 hours a day/7 days a week and to apply product and procedural knowledge to solve client problems appropriately and efficiently.
• Affixes to the responsibility to manage the lobby by actively engaging, greeting and directing client lobby traffic.
• Responsible for ensuring completion of the Staffing and Scheduling coordination and duty assignments to ensure efficient operation of the financial center.
• Supports the Bank's strong risk management culture through awareness, knowledge, and sound decision making. Responsible for ensuring all transactions and practices within span of control comply with all regulations and for keeping the financial center in compliance with all bank policies, procedures, and internal audits.
• Maintains strong relationships with internal business partners to provide clients with experts who can assist them with their specialized financial needs.
• Serves as a representative in various civic and community functions to further enhance the Bank’s brand image and develop additional business.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

• High School Diploma or general education degree (GED) is required.
• Bachelor’s degree preferred or equivalent experience.
• 2 years of retail/branch banking experience.
• 1 year of previous success in sales as an individual contributor or manager.
• 1 year of experience managing and leading a team is preferred.
• Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook).
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
• Knowledge and interest in connecting clients to available technology.
• State Life & Health Insurance licenses preferred.
• This position requires National Mortgage Licensing System and Registry (NMLS) registration.
• Experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapters of national organizations such as the United Way.
• Demonstrated experience in developing new to bank small business relationships with annual revenues up to $1 million preferred.