Financial Center Supervisor
Core
Lead daily operations, client service, and sales initiatives within a bank branch financial center.
Role type
Senior IC financial center supervisor
Builds
Branch-level client relationships and sales outcomes
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Cash handling, client relationship management, sales support, operational risk management, regulatory compliance, lobby management, team leadership, financial needs assessment, equipment maintenance
Preferred skills
NMLS registration, Microsoft Office proficiency
Responsibilities
Lead daily operational huddles and assign staffing duties, provide guidance and training on transaction accuracy and policy adherence, build and maintain client relationships to identify financial needs, conduct financial needs assessments and act on sales opportunities, oversee operational integrity and cash management, perform vault management and teller balancing, resolve client inquiries and issues, drive proactive client outreach and community events, maintain knowledge of bank products and promotions, ensure adherence to risk management processes and regulatory standards.