Financial Center Manager

Fulton Bank • North Wales, PA

3d • $63,000 - $105,000 • Onsite

About The Position

Financial Center Manager position available at our Montgomeryville Financial Center in North Wales, PA, Montgomery County. The primary responsibilities as the leader of a financial center/s are to lead all aspects of financial center performance and to drive sales growth and service excellence while fostering a culture of success. Incumbents 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.

Requirements

• Bachelor's Degree or the equivalent experience. Specialty: Business or other applicable. (Required)
• 5 or more years Banking, Financial Services, or sales. (Required)
• 3 or more years leading sales, Operations, or Risk Management. (Required)
• Ability to motivate a sales team, set expectations and drive accountability (Required)
• Small Business Banking acumen (Required)
• Collaboration skills (Required)
• Passion and enthusiasm to meet and exceed goals (Required)

Responsibilities

• Drive Sales Performance: 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.
• Leadership and Coaching: Actively utilize Fulton coaching models and feedback mechanisms to guide Financial Center employees towards goal attainment and sustained performance excellence. This role involves consistent coaching and mentoring of employees to help them realize their full potential. Through personalized guidance, role play, customized learning and support, empower the team to overcome challenges, develop key competencies, and excel in their roles.
• Business Development and Community Engagement: Build and maintain a strong network within the local community. Engage with individuals, small businesses, and community organizations, identifying opportunities to promote our 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.
• Operational Excellence: Oversee the implementation of internal processes and procedures, ensuring compliance with all risk management initiatives and regulations. Evaluate and optimize the efficiency of our operations to maximize profitability and deliver an exceptional customer experience. Handle escalated customer issues with professionalism and efficiency.
• Manage and Develop Talent: Plan, assign, and evaluate the work of the financial center team. This involves screening and selecting 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.
• Strategic Leadership: Extend beyond financial center and contribute to broader business and corporate initiatives. Consistently reinforcing our strategic goals to the team and stakeholders, leading through organizational change, and partnering with the Commercial segment will be integral. Champion cultural activities and participate in focus groups and task forces to drive continuous improvement.
• Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Benefits

• This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
• This includes 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 and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees