Financial Center Manager
About The Position
The Financial Center Manager leads the growth and operations of a financial center, focusing on existing customer relationships, external business development and sales, community engagement, and operational excellence. The manager makes lending decisions and extends credit to individuals and businesses, identifies cross-selling opportunities by understanding customers’ long-term goals, and ensures compliance with applicable regulations and company guidelines and procedures. The role leads, trains, and coaches team members; provides real-time guidance and feedback; conducts annual performance evaluations and salary reviews; and recognizes team contributions. The manager drives business development and works toward team and individual sales goals. The position requires an active, hands-on leadership approach, including arriving first and leaving last each day.
Requirements
- Proven experience in financial services or leadership, with demonstrated success in sales, relationship building, and business development.
- Strong project management skills.
- Ability to work independently and as a team member.
- Time management and multitasking skills.
- Strong verbal and written communication skills and ability to engage all levels of the organization.
- Excellent presentation and training skills.
- Ability to network and build diverse and inclusive relationships.
- Ability to handle difficult conversations and resolve conflicts.
- Consultation skills and ability to give and receive feedback and assess needs.
- Proficiency in Microsoft Office products and ability to adapt to new technology.
- Ability to grasp information quickly and strong attention to detail.
- Ability to lead, develop, motivate, and coach others; make decisions; think critically and solve complex problems; report progress; accept responsibility; and remain results-driven.
Nice To Haves
- Previous experience in branch management and/or consumer lending.
- Knowledge of banking.
- Bilingual or multilingual ability.
Responsibilities
- Lead financial center growth, treating the center as an individual business.
- Develop existing customer relationships and pursue external business development, sales, and community engagement.
- Maintain operational excellence and manage resources.
- Make lending decisions and extend credit to individuals and businesses.
- Identify cross-selling opportunities by listening to customers and understanding their long-term goals.
- Train and coach team members and ensure compliance with applicable regulations, guidelines, and procedures.
- Provide real-time guidance and feedback to the team.
- Conduct annual performance evaluations and salary reviews.
- Provide reward and recognition and coach the team to meet or exceed collective goals.
- Drive business development and meet team and individual sales goals.
Benefits
- Medical, dental, vision, short-term disability, long-term disability, and life insurance.
- 17 days of paid time off, 11 paid holidays, and bereavement leave.
- Education Assistance Program.
- Paid Parental Bonding Leave.
- Wellness benefits.
- Life event coverage.
- Service awards.
- Financial benefits, including a 401(k) match and stock purchase plan.
- National and local discounts on computers, vacations, phones, retail shopping, and other items.
- Logo wear discounts.
- Free checking account, checks, and discounted bank services.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
