Financial Center Manager

Fulton Bank • Abington, PA

10d • Onsite

About The Position

The Financial Center Manager leads a financial center and is responsible for its performance, sales growth, service excellence, and overall success. The role focuses on developing talent, driving individual and team sales performance for consumer and small business clients, community engagement, operational excellence, and strategic leadership. The position is based at the Abington, Pennsylvania Financial Center in Montgomery County.

The manager uses Fulton’s sales process and CRM tools to grow new and existing customer relationships, set employee expectations, and develop performance plans. They coach and mentor employees, build community and small-business relationships, oversee compliant and efficient operations, and manage the financial center team’s work and performance. The manager also contributes to broader business initiatives, reinforces organizational strategy, leads through change, and partners with the Commercial segment.

The role may require registration in the Nationwide Mortgage Licensing System and Registry; employees who must register will be notified in writing. Employees are responsible for understanding and following applicable compliance programs, regulations, policies, and procedures, completing assigned compliance training, identifying compliance risks, and escalating them appropriately. Employment requires authorization to work in the United States without current or future visa sponsorship.

Requirements

• Bachelor’s degree in business or another applicable field, or equivalent experience.
• At least 5 years of experience in banking, financial services, or sales.
• 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 visa sponsorship.

Responsibilities

• Use Fulton’s sales process and CRM tool to drive sales growth among new and existing consumer and business customers.
• Set employee performance expectations and development plans with clear, actionable goals.
• Build customer relationships through onboarding and ongoing relationship management, and handle complex customer inquiries.
• Coach and mentor Financial Center employees using Fulton coaching models, feedback, role play, customized learning, and support.
• Build a local community network and promote small-business banking products and services to individuals, small businesses, and community organizations.
• Participate in community networking and activities, including serving on nonprofit boards or committees.
• Oversee internal processes and procedures and ensure compliance with risk management initiatives and regulations.
• Evaluate and improve operational efficiency to maximize profitability and deliver an exceptional customer experience.
• Handle escalated customer issues professionally and efficiently.
• Plan, assign, and evaluate team work; screen and select candidates; coach employees; set goals; monitor volume, workflow, and quality; and 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 to drive continuous improvement.
• Complete assigned compliance training, identify compliance risks, ensure compliance with applicable laws and regulations, and escalate risks appropriately.
• Perform other duties as assigned by the manager.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager