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Assistant Financial Center Manager
JOB SUMMARY: The Assistant Financial Center Manager I is part of the management team of a financial center office with up to $50 million in loans and deposits and assumes responsibility for the office in the manager’s absence. This position provides leadership, supervises the platform staff, focuses on sales and service delivery and meeting specific branch goals.
ESSENTIAL FUNCTIONS: Client Service- Acknowledges clients in a timely, courteous and friendly manner. Represents the bank with a positive attitude and professional demeanor in community activities and events. Treats current and prospective clients and bank personnel with courtesy and respect while being responsive to their needs. Provides extensive personalized service to depositors and borrowers by establishing rapport, exploring the needs of the client, recommending actions to meet the needs of the client using relevant benefit language, obtaining agreement, handling obstacles, asking for the business and determining next steps and showing appreciation for the clients business. Captures and retains client information on current client relationship management software. Opens and services retail banking accounts including checking, savings, CD’s, IRA’s, safe deposit boxes and money market accounts. Conducts informative interviews with potential loan clients that may include taking applications. Processes, approves and denies loan applications based on loan policy and approved lending authority. Coaches to the results of mystery shopping programs. Focuses on client retention through relationship building.
BUSINESS DEVELOPMENT: Recognizes and develops opportunities to cross-sell other banking services. Demonstrates problem solving skills and decision-making ability for the successful growth of the financial center office. Implements referral program. Supports the financial center’s sales strategy. Conducts sales meetings and huddles to share information, set goals and provide feedback to the team. Provides daily motivation and support of team goals. Assists the Financial Center Manager and/or Retail Market Manager with observation and results coaching sessions with team members on a monthly or as-needed basis. Makes client calls with a primary focus on client retention, excellent client service and the sale of additional products and services. Focuses on expanding the number of deposit, loan and operational products and services utilized by each client. Participates in various community activities promoting the bank’s services.
LEADERSHIP: Participates in interviews and assists in making hiring decisions of platform staff. Conducts on-the-job training for platform staff as needed. Provides feedback to Financial Center Manager/Retail Market Manager for employees’ performance evaluations. Coaches client service team daily to accomplish identified work goals and objectives. Utilizes appropriate coaching and development tools to improve sales and service skills. Coaches employees who are experiencing difficulties meeting job requirements. Maintains a professional, business-like atmosphere within the office.
OPERATIONS: Schedules and assigns work to all platform positions within the financial center office. Ensures compliance with bank policies and procedures related to the opening of new accounts, client service practices and security. Ensures the office is open and ready to conduct business each business day. Reviews and makes decisions on daily reports received in the office. Reviews the office’s financials at month-end and assists the Financial Center Manager with variance analysis. Monitors the level of security control within the office on an ongoing basis, addressing any deficiencies that have been identified. Monitors general maintenance of the office while working with vendors and facilities personnel. Assists with development and implementation of the financial center budget. Performs other duties that may be assigned.
EDUCATION, SKILLS AND EXPERIENCE: Required – Three years retail banking and client service experience; One to two years sales, supervisory and banking or finance experience with loan authority. Ability to lead, coach and develop team members; Excellent communications skills; Problem solving and decision making ability; Effective public relations and client service skills; Active community involvement; PC proficiency.
