Financial Center Manager Associate
Core
Lead and coach a team to drive operating rhythms, manage customer relationships, and grow the small business book of business while delivering an exceptional customer experience.
Role type
Senior IC Financial Center Manager (Banking)
Builds
Integrated book of business strategy, deposit and asset growth, fee-based services
Domain
Banking / Consumer & Small Business Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Team leadership and coaching, consultative sales process, Financial Needs Assessment (FNA), P&L management, credit analysis, business acumen, risk management, succession planning
Preferred skills
Financial industry experience, managing a P&L
Technologies
NMLS (Nationwide Mortgage Licensing System)
Responsibilities
Lead and coach a team to drive consistent operating rhythms and relationship management; Deliver an integrated book of business strategy with Financial Needs Assessments; Proactively identify customer financial needs and recommend solutions; Source, develop, and coach team members to reinforce Core Values; Drive growth of the small business book of business; Manage risk by identifying, assessing, and reporting risks; Provide direction and oversight to daily operations and staffing needs.
Seniority
Senior, hands-on IC
