Financial Center Leader

Job Details

The Financial Center Leader is accountable for driving the overall profitability and operational efficiency of an assigned branch. This includes meeting business objectives, executing sales and business development strategies, managing day-to-day operations, and fostering a high performing, engaged team. The leader will ensure the branch operates in alignment with Riverview Bank’s Mission, Vision, and Values.

Essential Duties And Responsibilities

• Branch Leadership & Performance: Lead and manage all aspects of branch operations to ensure production goals for deposits, loan production, fee income, and client service are met or exceeded. Ensure service standards are aligned with Riverview Bank's expectations.
• Client Relationship Management: Ensure the team delivers exceptional client service. Address client concerns promptly to maintain branch performance in quality service, accuracy, and efficiency while managing risks effectively.
• Operational Efficiency: Organize and direct branch workflow to minimize risks, optimize procedures, and ensure efficient staff scheduling and management.
• Regulatory & Operational Compliance: Lead training to ensure the branch adheres to all regulatory compliance standards, operational controls, and internal policies. Maintain a comprehensive understanding of the bank’s policies and industry regulations.
• Product & Service Knowledge: Stay informed on all bank products and services. Oversee the successful implementation of marketing programs and new product rollouts within the branch.
• Team Development & Coaching: Develop staff skills through goal-setting, coaching, training, and performance management. Ensure employees are engaged, knowledgeable, and aligned with the branch’s goals.
• Sales & Relationship Building: Lead the branch’s sales efforts and mentor staff on relationship-building techniques. Promote cross-selling of bank products and services, ensuring alignment with other departments for client referrals.
• Business Strategy & Financial Planning: Develop and monitor annual and quarterly business plans, including sales targets and expense strategies, to maximize branch profitability. Communicate the bank’s strategic goals to the team.
• Personnel and Team Leadership: Collaborate with Retail Management and HR to recommend workforce levels, improvements, and decision to hiring, terminations, promotions, and performance reviews.
• Branch Support: Assist as backup for CSA and CRB positions, as needed.
• Community Engagement: Represent the bank at local community events, professional organizations, and civic groups, building strong relationships with the community.
• Compliance & Audits: Ensure the accuracy and timeliness of audits, certifications, compliance, and reporting. Address audit, security, or compliance issues promptly and act as a liaison with support departments.
• Branch Operations Oversight: Monitor branch supplies, equipment, and security. Maintain the physical condition of the branch, coordinating necessary improvements with the Facilities Department.
• Compliance with Regulations: Ensure all activities comply with state and federal banking laws, regulations, and the bank’s internal policies and standards.

Qualifications

• Financial Leadership: Ability to manage budgets and financial planning effectively.
• Operational Expertise: Advanced knowledge of retail banking operations, products, services, and compliance requirements.
• Sales & Business Development: Proven sales track record, with strong relationship-building and cross-selling skills.
• Analytical Skills: Ability to analyze data, make strategic decisions, and manage multiple priorities under tight deadlines.
• Technology Proficiency: Strong PC skills, particularly in MS Office, and the ability to adapt to new technologies.
• Integrity & Discretion: Ability to handle confidential information with integrity.
• Regulatory Compliance: NMLS registration may be required under the SAFE Act of 2008.
• Driver’s License & Transportation: Must have a valid driver’s license and reliable transportation for travel.

Education & Experience

• Experience: Minimum of 4 years in retail banking, with at least 2 years in a supervisory or leadership role. Proven success in team management, business development, and operational excellence.
• Education: High School diploma required; Associate’s degree or higher in Business, Accounting, or Finance preferred. Equivalent experience may be considered.
• Leadership Skills: Strong managerial and team development capabilities, including training, coaching, and performance management.

Physical Demands

While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.

Reasons for Non-Solicitation

Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings. Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.