This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively.
Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance.
Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.
Manages client traffic, engaging and appropriately routing clients, and fosters client retention
Manages business results through formalized management routines and coaching
Creates a world class client experience environment
Manages market-level initiatives prescribed by market leaders
Drives operational excellence by engaging employees on business strategy
Manages organizational priorities and effective execution.
Requirements
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
Can interpret performance results, find opportunities to drive success and hold others accountable to results
Can be flexible to work weekends and/or extended hours as needed
Experience in financial services and knowledge of financial services industry, products and solutions
Experience in mortgage, retail and/or hospitality
Experience working in an environment with individual and team goals where goals were routinely met or exceeded
Bilingual skills
Benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Equipment allowances
Wellness programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
enthusiasticself-starterstrong work ethiccollaborationrelationship buildingproblem-solvingcritical thinkingcommunicationadaptabilityflexibility