Financial Center Manager Associate
Core
A rotational training program preparing candidates for a Financial Center Manager role through rotations in Operations, Sales, Lending, and Small Business.
Role type
Associate Financial Center Manager (Training Program)
Builds
Integrated book of business strategy and customer financial needs assessments
Domain
Banking / Consumer & Small Business Lending
Required skills
Consultative selling, customer relationship management, credit analysis, team coaching, business acumen, regulatory compliance (S.A.F.E. Act)
Preferred skills
Leadership experience, strategic planning
Technologies
NMLS, internal banking systems
Responsibilities
Complete onboarding roadmap and certifications, deepen customer relationships, execute consultative sales processes, develop integrated book of business strategies, source and coach team members, participate in community activities
Seniority
Entry-level / Associate