Financial Center Leader
About The Position
The Financial Center Leader manages one or more financial centers, leading associates and delivering strong client service, sales performance, and operational results. The role includes hiring, training, coaching, and developing employees; setting performance objectives; and building a high-performing, client-focused team. The leader drives growth through consultative sales, client relationship development, outreach, and adoption of digital and self-service channels. The position also oversees center operations, staffing, financial performance, risk management, and compliance with bank policies and regulatory requirements. The role requires at least two years of banking or financial services experience and at least one year of successful sales experience. A high school diploma or GED is required; a bachelor’s degree and supervisory or management experience are preferred. The employee must be able to work financial center hours, including weekends and some evenings, and travel as needed. Physical requirements may include lifting, moving, or carrying approximately 25 pounds when needed to perform essential duties, subject to accommodation.
Requirements
- High school diploma or GED.
- At least 2 years of banking or financial services experience.
- At least 1 year of successful sales experience as an individual contributor or manager.
- Excellent communication, client service, and interpersonal skills.
- Strong analytical skills, including the ability to interpret profit-and-loss statements and financial statements.
- Ability to manage competing priorities and lead under pressure in a dynamic retail banking environment.
- Adaptability, flexibility, and willingness to work financial center hours, including weekends and some evenings.
- Ability to travel as needed to perform essential job functions.
- Ability to work under stress and meet deadlines.
- Ability to lift, move, or carry approximately 25 pounds if required to perform essential job functions, subject to reasonable accommodation.
Nice To Haves
- Bachelor’s degree.
- At least 1 year of supervisory or management experience.
Responsibilities
- Hire, train, develop, and motivate associates across one or more financial centers.
- Conduct performance reviews and provide coaching and counseling; build succession-ready talent.
- Promote service excellence and deliver an exceptional client experience.
- Set strategic objectives for financial centers and associates, monitor performance, and drive results through structured coaching and performance management.
- Drive financial center sales and service performance through consultative selling and strategic sales planning.
- Oversee existing client relationships and develop new consumer and small business relationships with businesses up to $1 million in annual revenue.
- Lead external outreach, including calls, in-person meetings, seminars, and events, to expand the client base and deepen relationships.
- Promote and implement digital and self-service channels to improve client convenience and engagement.
- Ensure financial centers operate efficiently and comply with bank policies, procedures, and regulatory requirements.
- Lead staffing, scheduling, and operational planning to meet changing business and client needs.
- Uphold risk management practices, including fraud mitigation, loss prevention, and regulatory compliance.
- Analyze branch profit and loss, financial performance, and operational metrics to identify improvement opportunities.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
