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The Financial Center Leader 3 has responsibility for the overall management of a level 3 financial center, including hiring, conducting performance reviews and providing performance coaching and counseling. Using a consultative sales and service approach, the Financial Center Leader drives the financial center Sales and Service performance by exhibiting strong coaching and leadership skills, through strong individual performance, as well as through the performance of the team. The Financial Center Leader is also responsible for ensuring a solid operational foundation, minimizing losses, reducing risk and delivering an accurate and superior 5 Star Client experience.
ESSENTIAL DUTIES & RESPONSIBILITIES:
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Maintains a superior culture of service by actively identifying, coaching, developing, training, motivating, and supporting associates to establish and maintain relationships with clients and to provide an overall meaningful client experience.
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Leads the financial center to increase growth and profitability using a consultative approach and a structure process of providing coaching and support that drives improved associate performance. Sets clear objectives for the financial center and associates, monitors progress and tracks results.
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Manages existing clients and prospects with strong external outreach; by phone, email and in person, to build and maintain strong, lasting relationships, discover financial needs and tailor product and service solutions to meet the client’s overall financial needs. This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars.
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Conducts calling activities to generate new small business relationships and to maintain and expand existing consumer and small business relationship. Small business relationships handled by the financial center are business with annual revenues up to $1 million.
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Ensures both self and associates are well trained to educate clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options to access their accounts 24 hours a day/7 days a week and to apply product and procedural knowledge to solve client problems appropriately and efficiently.
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Ensures effective lobby management, which includes actively engaging, greeting, and directing lobby traffic, while promoting Digital alternatives to all prospects and existing clients.
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Responsible for ensuring completion of the Staffing and Scheduling coordination and duty assignments to ensure efficient operation of the financial center.
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Supports and is responsible for the Bank's strong risk management culture through awareness, knowledge and sound decision-making. Responsible for ensuring all transactions and practices within span of control comply with all regulations and for keeping the financial center in compliance with all bank policies, procedures and including fraud mitigation, loss prevention and risk management.
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Maintains strong relationships with internal business partners to provide clients with experts who can assist them with their specialized financial needs.
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Serves as a representative in various civic and community functions to further enhance the Bank’s brand image and develop additional business.
SUPERVISORY RESPONSIBILITIES:
Yes. Supervises Teller, Senior Teller and Client Solutions Specialist (all levels).
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
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High School Diploma or general education degree (GED) is required.
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Bachelor’s degree preferred or equivalent experience.
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3 years of retail/branch banking experience including 2 years in a management role.
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1 year of previous success in managing sales teams.
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Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook).
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Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
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Knowledge and interest in connecting clients to available technology.
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State Life & Health Insurance licenses preferred.
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This position requires National Mortgage Licensing System and Registry (NMLS) registration.
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Advanced working knowledge and understanding of laws and regulation pertaining to the banking industry.
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Experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapters of national organizations such as the United Way.
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Demonstrated experience in developing new to bank small business relationships with annual revenues up to $1 million preferred.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
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Excellent communication and client service skills.
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Ability to manage time and competing priorities in a retail environment.
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Strong interpersonal skills with the ability to interact with all levels of an organization.
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Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives.
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High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term.
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Ability to understand and interpret a P&L and financial statements.
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Ability to plan and manage staffing to meet changing financial center and client needs.
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Adaptability, flexibility and ability to work financial center hours, including weekends and some evenings.
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Ability to travel if required to perform the essential job functions.
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Ability to work under stress and meet deadlines.
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Ability to operate related equipment to perform the essential job functions.
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Ability to read and interpret a document if required to perform the essential job functions.
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Ability to lift/move/carry approximately 10 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 the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
