Manager Community Financial Center - Trinity

About the role

The Community Financial Center Manager is responsible for the growth and development of their Community Financial Center production while developing employees to acquire new business and deepen existing member relationships. The Manager drives productivity, market growth/business development, and member/customer engagement, through both outside sales and community-driven activities.

Responsibilities

• Empower the sales team to achieve the highest performance and meet objectives set forth by leadership.
• Develop and execute local sales strategies that increase member engagement and membership deepening through community activities.
• Outside sales developing the business market within the geographic proximity of the assigned Community Financial Center(s).
• Reviews and analyzes sales activity and forecast data to determine processes towards goals and objectives.
• Reviews and utilizes reports to implement action plans that support sales goals for the Center.
• Maintains a Google rating of 4.0 or higher.
• Supports the Operations Support team in implementing the needed procedures, processes, or experiences to create a "Franchise" business model where all Community Financial Centers operate identically to one another, as well as adhere to documented Golden Standards.
• Oversees, in conjunction with the Facilities Department, that Community Financial Center facilities are properly maintained and secured both interior and exterior.

Requirements

• Undergraduate degree preferred or a minimum of five (5) years progressive management experience.
• Min 5 years experience preferably in the finance industry with at least 1 year’s management experience or a combination of education and experience.
• Bilingual preferred (English/Spanish).

Qualifications

• Must qualify for National Mortgage License System number (NMLS) and must obtain the Florida Department of Financial Services Credit Life and Disability License.

Skills

• Strong leadership, business acumen, and strategic agility in the planning leading, and driving change in the organization while meeting and exceeding business objectives.
• Effective negotiation, sales, and relationship-building skills are a must.
• Proven success in prospecting, building a pipeline, and moving sales opportunities.
• Demonstrated functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Benefits

Comprehensive benefits package including health insurance, retirement plans, and paid time off.

Pay

$X per hour or $Y per month, depending on experience and qualifications.

Schedule

Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects. Work arrangements (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible.