Financial Center Manager

Fulton Bank•Philadelphia, PA

1d•Onsite

About The Position

The Financial Center Manager position is available at the Spring Garden Financial Center in Philadelphia, PA. This role is responsible for leading all aspects of financial center performance, driving sales growth and service excellence, and fostering a culture of success. The incumbent will focus on talent development, individual and team sales performance with consumer and small business clients, community engagement, operational excellence, and strategic leadership to achieve and surpass the financial center's goals and overall success for Fulton. The company values define its culture, inspiring employees to change lives for the better and make a positive impact in local communities. Fulton champions a culture of continuous learning, work-life integration, and inclusion, promoting a digitally enabled work environment to enhance employee and customer experience.

Requirements

Bachelor's Degree or the equivalent experience.
5 or more years Banking, Financial Services, or sales.
3 or more 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 to meet and exceed goals.

Responsibilities

Utilize Fulton’s sales process and the Customer Relationship Management (CRM) tool to align key activities and behaviors needed to achieve and exceed sales growth for both new and existing customers within the consumer and business segments.
Establish employee performance expectations and development plans to identify areas for improvement and set clear, actionable goals.
Leveraging the CRM, cultivate meaningful relationships with customers, whether onboarding new clients or nurturing existing relationships, with a consistent approach to foster trust and loyalty.
Handle complex customer inquiries with tact and efficiency.
Actively utilize Fulton coaching models and feedback mechanisms to guide Financial Center employees towards goal attainment and sustained performance excellence.
Consistently coach and mentor employees to help them realize their full potential through personalized guidance, role play, customized learning and support, empowering the team to overcome challenges, develop key competencies, and excel in their roles.
Build and maintain a strong network within the local community.
Engage with individuals, small businesses, and community organizations, identifying opportunities to promote small business banking products and services.
Participate in networking and in community activities including non-profit board/committee positions to position Fulton as a valuable partner within the community.
Be active on non-profit boards / committees in the community.
Oversee the implementation of internal processes and procedures, ensuring compliance with all risk management initiatives and regulations.
Evaluate and optimize the efficiency of operations to maximize profitability and deliver an exceptional customer experience.
Handle escalated customer issues with professionalism and efficiency.
Plan, assign, and evaluate the work of the financial center team.
Screen and select top-notch candidates, providing guidance and coaching, establishing clear goals and objectives for each team member.
Monitor volume, workflow, and quality, and manage performance, including performance appraisals and pay recommendations, to ensure that the team is motivated and performing at their best.
Extend beyond financial center and contribute to broader business and corporate initiatives.
Consistently reinforce strategic goals to the team and stakeholders, leading through organizational change, and partnering with the Commercial segment.
Champion cultural activities and participate in focus groups and task forces to drive continuous improvement.
Perform other job duties as assigned by the manager.
Read, understand and act on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures.
Ensure that all Compliance Training assignments are completed by established due dates.
Understand and identify compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Benefits

Medical plans with prescription drug coverage
Flexible spending account or health savings account (depending on the medical plan chosen)
Dental and 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
Robust wellness program with financial incentives