Financial Center Leader

Responsibilities

• Leadership & People Management
  • 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 client experience.
  • Set strategic objectives for centers and associates, monitor performance, and drive results through structured coaching and performance management.
• Sales & Business Growth
  • 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.
• Operational Excellence & Risk Management
  • 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.

Requirements

• Minimum Required Education, Experience & Knowledge:
  • High School Diploma or GED required; Bachelor’s degree preferred.
  • Minimum of 2 years Banking/Financial Services experience required.
  • Minimum of 1 year previous success in sales as an individual contributor or manager required.
  • 1 year in supervisory/management experience preferred.
  • Excellent communication, client service, and interpersonal skills.
  • Strong analytical skills, including P&L and financial statement interpretation.
  • Ability to manage competing priorities and lead under pressure in a dynamic retail banking environment.
  • Adaptability, flexibility, and willingness to work financial center hours, including weekends and some evenings.
  • Ability to travel as needed to perform essential job functions.
• Essential Mental & Physical Requirements:
  • Ability to work under stress and meet deadlines.
  • Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing undue hardship, then this requirement may be omitted.