Financial Services Manager

Financial Services Manager

Requirements

• High School Diploma or GED required or equivalent combination of education and experience.
• Minimum of 5 years banking experience with an emphasis in sales required.
• Extensive knowledge of Bank Products and Services, policies and procedures related to new accounts and sales functions.
• Thorough knowledge of small business and consumer credit principles and practices.
• Knowledge of State and Federal banking regulations as they relate to new accounts and operations functions.
• Leadership ability to supervise and direct subordinate employees, and provide coaching and development.
• Ability to persuade, including the value and benefits of using the Bank’s services and products.
• Excellent interpersonal skills (verbal and written), including customer service, listening, and responding appropriately to requests from customers.
• External outreach skills including prospecting, appointment setting, and sales presentations to decision makers.

Responsibilities

• Supervises and directs the sales production functions of a Retail Branch office.
• Responsible for ensuring branch and customer financial success, customer satisfaction, and staff development.
• Achieves sales goals and financial objectives for their branch.
• Ensures high quality processes and ethical sales in the branch.
• Directs and develops subordinates who are providing a full range of banking products and services.
• Retains and expands relationships with existing customers and promotes and develops new business.
• Identifies opportunities and sells a full suite of Retail Banking deposit and lending products to consumers and small businesses.
• Works directly with customers on complex consumer, business, and fiduciary account structures.
• Maintains excellent knowledge of compliance requirements, Bank policies and procedures, and Bank products and services.
• Represents the Bank in the community.
• Manages a team of employees. Provides leadership, coaching, feedback and developmental support.
• Leads daily huddles in conjunction with branch management and regular branch production meetings.
• Trains employees on cross-functions to ensure smooth operations of the branch.
• Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions.
• Works with the Retail Branch Manager to manage the sale of branch deposit and lending products in alignment with the Bank’s goals.
• Responsible for collaborating with the Retail Branch Manager to develop and execute a strategic team plan for branch success, including business development, customer retention, employee development and retention, succession planning, branch efficiency, and operational soundness.
• Monitors and analyzes financial performance, prepares reports, and makes recommendations for improvement.
• Manages and reports forecasting for the branch in support of the Retail Branch Manager.
• Ensures exemplary customer services standards in the branch.
• Manages appropriate staffing and skill levels in branch to support customer and business needs.
• Addresses and resolves customer complaints or concerns promptly.
• Coordinates effective Retail branch operations and sales with the Retail Banking Services Officer, promoting teamwork, excellent customer service, cross-sales, and the promotion of Bank products and services.
• Ability to perform platform and operations functions including teller transactions, night deposit, cash control activities, and opening of new accounts.
• Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers.
• Manages the office in the absence of the Retail Branch Manager.
• Represents the Bank in civic and community events to enhance the visibility and reputation of the Bank, and to expand business opportunities.

Preferred Qualifications

• Minimum of 2 years of management experience preferred.
• Notary license preferred.