Bank Manager Jobs

About The Position

Requirements

• Bachelor's Degree and 6 years of experience in Financial Services Relationship Management, Retail Banking, Private Banking or Wealth Management, including coaching and sales management.
• OR High School Diploma or GED and 10 years of experience in Financial Services Relationship Management, Retail Banking, Private Banking or Wealth Management, including coaching and sales management.
• Application of a structured sales process
• Providing financial guidance and expertise
• Financial literacy
• Financial analysis
• Knowledge of retail banking products and services

Nice To Haves

• Series 6, 63, and state-specific life insurance licenses.
• SAFE Act.
• FCIS will hold Series 7.

Responsibilities

• Manages performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank.
• Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results.
• Regularly and proactively leverage the expertise of bank partners, other managers or team
• Achieves individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
• Sales results should align with the needs of the customer and ultimately support the organizational commitment to diverse lending.
• Engages with customers, prospects and referral sources through proactive outreach.
• Engages in sales practices that are aligned to create value for both the customer and the Bank.
• Appropriately partners, plans, and prepares to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
• Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiates conversation to uncover sales or referral opportunities.
• Listens attentively and asks insightful questions to understand customer needs and preferences; and takes prompt actions to address immediate needs.
• Proactively looks for ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.
• Performs duties as assigned to ensure operational efficiency.
• Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures.
• Completes required training by established deadlines.

Benefits

• Competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.