The Financial Center Leader oversees one or more financial centers, leading associates and driving client service, sales growth, and operational performance. The role includes hiring, training, developing, and motivating staff; setting objectives; monitoring performance; coaching associates; and building succession-ready talent. The leader promotes service excellence and an exceptional client experience. The position drives sales and service results through consultative sales planning, manages existing client relationships, and develops new consumer and small business relationships with businesses of up to $1 million in annual revenue. It also leads outreach through calls, meetings, seminars, and events and promotes digital and self-service banking channels. The leader ensures efficient center operations and compliance with bank policies, procedures, and regulations. Responsibilities include staffing and scheduling, risk management, fraud mitigation, loss prevention, and analyzing profit-and-loss results, financial performance, and operational metrics. The role may require travel and work during financial center hours, including weekends and some evenings.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED