Financial Center Manager Job at Old Fort Banking Co
Description:
The Financial Center Manager is responsible for leading and coaching the Financial Center team to provide an excellent client experience while delivering on key sales & service initiatives. The FCM will lead an atmosphere where only appropriate products and services are recommended, one where each associated is valued and adheres to our core values.
- Leads Financial Center Associates and activities to ensure production, campaign and referral goal achievement.
- Coach and develop associates through regularly scheduled conversations and annual reviews.
- Develop and retain new consumer and small business relationships.
- Lead a team that regularly partners with other lines of business.
- Oversee Financial Center Operations including: opening and closing, policy and procedures, security protocols, approvals and overrides.
- Originate and process new loan applications.
- Assist the team with client transactions, new accounts and established phone protocols.
- Ensures Associates understanding of Bank Products and Services.
- Remain compliant with bank guidelines, policies, procedures, regulatory and BSA requirements.
- Excellent communication skills, computer skills, accuracy, flexibility, ability to handle high stress situations, regular and predictable attendance, exercise discretion and good judgment, follow direction.
- Reasonable accommodation will be provided to qualified individuals with disabilities
- Bachelor’s degree or equivalent work experience.
- Three to five years of experience in a financial institution.
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