Financial Center Manager
About The Position
The Financial Center Manager leads all aspects of financial center performance, driving sales growth and service excellence while fostering a culture of success. The role focuses on talent development, individual and team sales performance with consumer and small business clients, community engagement, operational excellence, and strategic leadership to achieve the financial center’s goals and contribute to Fulton’s overall success. The position is based at Fulton Bank’s Abington, Pennsylvania Financial Center in Montgomery County. The manager uses Fulton’s sales process and CRM tools to grow consumer and business relationships, sets employee performance expectations, and handles complex or escalated customer inquiries. The manager coaches and mentors employees, builds community networks and promotes small business banking, oversees operational processes and regulatory compliance, and plans, assigns, and evaluates team work. The role also contributes to broader business and corporate initiatives, supports organizational change, and partners with the Commercial segment. The position requires a bachelor’s degree or equivalent experience in business or another applicable specialty, at least five years of banking, financial services, or sales experience, and at least three years leading sales, operations, or risk management. The manager must be able to motivate a sales team, set expectations and drive accountability, demonstrate small business banking acumen and collaboration skills, and bring enthusiasm for meeting and exceeding goals. The role may require registration in the Nationwide Mortgage Licensing System and Registry; employees who need to register will be notified in writing.
Requirements
- Bachelor’s degree or equivalent experience in business or another applicable specialty.
- At least 5 years of banking, financial services, or sales experience.
- At least 3 years leading sales, operations, or risk management.
- Ability to motivate a sales team, set expectations, and drive accountability.
- Small Business Banking acumen.
- Collaboration skills.
- Passion and enthusiasm for meeting and exceeding goals.
- Authorization to work in the United States without current or future work visa sponsorship from Fulton Bank.
Responsibilities
- Drive sales growth for new and existing consumer and business customers using Fulton’s sales process and CRM.
- Set employee performance expectations and development plans with clear, actionable goals.
- Build and nurture customer relationships, and handle complex customer inquiries.
- Coach and mentor employees using Fulton coaching models, feedback, role play, learning, and individualized support.
- Build and maintain local community networks; promote small business banking products and services to individuals, small businesses, and community organizations.
- Participate in community networking and activities, including nonprofit board or committee positions.
- Oversee internal processes and procedures and ensure compliance with risk management initiatives and regulations.
- Evaluate and improve operational efficiency, profitability, and customer experience.
- Handle escalated customer issues professionally and efficiently.
- Plan, assign, and evaluate the financial center team’s work; screen and select candidates; set goals; and provide guidance and coaching.
- Monitor volume, workflow, and quality; manage performance appraisals and pay recommendations.
- Contribute to broader business and corporate initiatives, reinforce strategic goals, lead through organizational change, and partner with the Commercial segment.
- Champion cultural activities and participate in focus groups and task forces for continuous improvement.
- Complete assigned duties and comply with applicable company programs, laws, regulations, policies, procedures, and training requirements; identify and escalate compliance risks.
Benefits
- Medical plans with prescription drug coverage
- Flexible spending account or health savings account, depending on the medical plan chosen
- Dental insurance
- Vision insurance
- Life insurance
- 401(k) program with employer match
- Employee Stock Purchase Plan
- Paid time off programs, including holiday pay
- Paid volunteer time
- Disability insurance coverage
- Maternity and parental leave
- Adoption assistance
- Educational assistance
- Wellness program with financial incentives
- Short-term incentive compensation plan, subject to individual and company performance
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What This Job Offers
Job Type
Full-time
Career Level
Manager
