Financial Center Leader
Core
Manage a level 2 financial center, driving growth and profitability through consultative sales, client relationship management, and team leadership.
Role type
Senior IC branch manager (financial center)
Builds
Client relationships, financial center performance, small business accounts
Domain
Banking / Retail Finance
Required skills
consultative sales, team leadership, client relationship management, P&L interpretation, regulatory compliance, staffing coordination, community engagement
Preferred skills
Bachelor's degree, prior sales management experience, team management experience, NMLS registration, State Life & Health Insurance licenses, small business relationship development
Technologies
Microsoft Office suite, multiple computer systems and applications
Responsibilities
Hire, coach, and manage associates; meet with clients in person and via phone to discover needs and tailor solutions; conduct outside calling to generate new small business relationships; manage lobby traffic and client flow; ensure compliance with bank policies and regulations; represent the bank at civic and community functions.
Seniority
Senior, hands-on IC with supervisory responsibilities
