Financial Center Manager Associate - Copper Ranch
Core
Associate Financial Center Manager participating in a comprehensive onboarding and education program with rotations across Operations, Sales, Lending, and Small Business to prepare for a full Financial Center Manager role.
Role type
Associate Financial Center Manager (training track)
Builds
Integrated book of business strategy and customer financial needs assessments
Domain
Banking / Consumer & Small Business Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
consultative selling, customer relationship management, credit analysis, team coaching, business acumen, decision making
Preferred skills
NMLS S.A.F.E. Act registration
Technologies
NMLS
Responsibilities
Complete FCMA roadmap and onboarding activities, deepen consumer and small business customer relationships, execute consultative sales process, develop integrated book of business strategy, source and coach team members, participate in community activities
Seniority
Entry-level / Associate