Financial Center Supervisor

About the role

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work‑life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. This is a full‑time career opportunity (approximately 40 hours per week) based out of our Hamburg, PA financial center in Berks County.

Responsibilities

• Provide an exceptional financial center customer experience by handling every customer need from service to sales with passion and enthusiasm.
• Focus on customer‑centric conversations to deepen relationships and be a trusted advisor.
• Act as a role model and leader in the center.
• Oversee financial center operations while adhering to all compliance and risk policies and procedures.
• Coach and mentor team members to ensure team and individual goals are achieved.
• Drive proactive sales conversations by engaging in outbound calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby to identify sales opportunities and convert them into tangible outcomes.
• Maintain sound risk and compliance practices by ensuring the financial center operates within applicable regulations and company policies.
• Play a key role in managing risk by ensuring the team’s adherence to regulatory standards while exercising sound judgment within established parameters.
• Utilize the CRM system and other resources to foster relationship‑building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships.
• Advance personal knowledge of