Financial Center Manager I Castroville Financial Center

About the role

This role is responsible for leading the financial center to deliver an exceptional banking experience that fosters lasting relationships with customers. It encompasses executing the strategic direction for sales and service within the financial center, maximizing the delivery of all capabilities of Broadway Bank to clients.

Responsibilities

• Leverage available data resources (e.g., EnAct, Client Reports, Household trends) to maximize client potential and meet or exceed established goals.
• Cook outbound sales calls and engage in community service and civic involvement as appropriate to ensure a satisfactory return on investment aligned with target sales and service strategies.
• Lead the financial center's Values in Action efforts to ensure team performance reflects the bank’s cultural standards.
• Observe, coach, and mentor Relationship Bankers to ensure effective delivery of sales and service objectives.
• Ensure a comprehensive understanding of the bank’s products and services among the Financial Center team to identify and source opportunities for all lines of business.
• Manage and execute effective sales campaigns and strategies, utilizing the strengths of individual team members to maximize overall team results.
• Establish and maintain service standards to consistently provide an excellent customer experience.
• Conduct interviewing and hiring processes for financial center personnel.
• Perform performance evaluations and corrective actions as necessary.
• Manage time systems and maintain staffing in accordance with target models.
• Oversee weekly and vacation schedules to ensure adequate staffing in line with coverage expectations, maintaining customer service standards.
• Provide guidance to team members on above-limit transactions (e.g., wire transfers, check cashing, cashier’s checks).
• Ensure timely completion of mandatory compliance training for Financial Center employees.
• Ensure the accurate completion of assigned audit duties, verifying that proper controls are in place.
• Manage expenses to keep the Financial Center within the budget plan.
• Enforce adherence to established policies, procedures, and regulatory guidelines.
• Act as the operations Subject Matter Expert for Specialists and other line of business partners to ensure safety and compliance with security protocols.
• Manage Key Performance Indicators to meet expected levels of quality and accuracy.
• Maintain the appearance and operational integrity of the physical location, reporting issues in a timely manner according to established security expectations.
• Perform other duties as assigned by the Group Manager of Relationship Bankers.

Requirements

• 5+ years of experience in financial institutions, preferably in leadership roles.
• At least 3 years of experience in a supervisory role, with a focus on sales management and financial center operations.
• A high school diploma is required; a four-year college degree is preferred.
• Proven effective communication skills.
• Cultural intelligence with an ability to engage diverse teams.
• Strong talent management and team engagement capabilities.
• A drive for operational excellence and continuous improvement.
• Demonstrated ability to manage sales and service functions effectively.
• Strong analytical skills to leverage data for decision-making.
• Exceptional interpersonal skills to foster team collaboration and motivation.

Qualifications

• Register and maintain registry as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry and in accordance with the Secure and Fair enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
• Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator in accordance with Regulation Z.
• Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
• Occasional overtime or extended hours may be required.

Benefits

• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Roth retirement matching
• Tuition reimbursement

Pay

Commensurate with experience.

Schedule

Flexible schedule, Monday - Friday, 7:15am - 5:15pm, rotating Saturdays, 8:45pm - 12:15pm