Financial Center Manager - The Woodlands, United States - Independent Financial

Independent Financial

Verified Company

The Woodlands, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

The Financial Center Manager is responsible for the management and growth of the financial center(s).

These functions include but are not limited to:

creating a positive customer service culture, managing staff, managing all areas of risk, and promoting deposit and assigned loan growth.

Responsibilities:

Conduct business development activities, community involvement and other activities focused on providing name recognition and encouraging deposit and loan growth- Conduct weekly financial center meetings focused on growth, retention, and operational soundness- Develop and implement a service strategy designed to retain a high percentage of existing clients, and to encourage referrals of new clients from existing client base- Conduct outbound sales activities (chamber/networking events, community events, meetings with local businesses) to establish visibility in the community and drive business to the financial center- Generate new business by identifying and satisfying customer needs through relationship building, customer needs analysis, opening accounts, and fostering business partnerships- Develop partnerships across business lines to drive referrals- Promote current sales initiatives

Responsible for the overall growth and operational soundness of the financial center- Responsible for the implementation and monitoring of audit and compliance functions of operations staff- Maintain prescribed security controls- Manage CRA activity- Coach employees on a regular basis with a focus on successes, and specific action planning for personal growth and financial center growth- Ensure all activities and work functions meet compliance requirements as defined in company policies and procedures and state/federal laws and regulations- Oversee building and grounds maintenance and report any issues to Facilities Department- Ensure the financial centers meet all applicable safety, soundness and functional requirements- Demonstrate and promote high ethical standards and behaviors in accordance with the values of Independent Financial- Build internal and external relationships through exceptional problem resolution, ownership, and follow-through.

Promote teamwork, cooperation, and collaboration- Stay informed of policy changes/updates and communicate information to financial center team in a timely manner- Provide transaction overrides and approvals within authorized limits- Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Bank- Originate small business and consumer loans

Manage financial center staff to ensure operational efficiencies and optimum customer service is achieved- Responsible for interviewing and selection of financial center staff- Manage performance of staff and provide timely feedback- Partner with Human Resources relative to disciplinary action and/or involuntary separations- Ensure compliance with operating policies and procedures- Conduct regular one-on-one meetings with direct reports- Conduct training to reinforce policies and procedures pertaining to financial center operations- Ensure completion of required annual training requirements (BAI)

Serve as point of escalation for customer complaints/inquiries or complex transactions

Qualifications:
Education Requirements and Minimum Experience- High school diploma or equivalent education certificate (GED)- Minimum of 6 years of banking experience with emphasis on branch operations, required- Minimum of 4 years management experience, required- Previous experience in consumer lending, preferred

OR- High school diploma or equivalent education certificate (GED)- Bachelor's Degree in related field- Minimum of 3 years of banking experience with emphasis on branch operations, required- Minimum of 2 years management experience, required- Previous experience in consumer lending, preferred

Licenses and CertificationsKnowledge, Skills, Abilities- In-depth knowledge of financial products, services, procedures, policies and appropriate regulatory issues relating to daily job functions- Ability to effectively manage, motivate and lead staff- Strong financial and regulatory expertise with the banking industry- Effective coaching and conflict resolution skills- Strong influencing and negotiation skills- Strong financial analytical and underwriting skills- Strong organizational, interpersonal, communication, and customer relation skills- Attention to detail and mental concentration for accurately performing tasks- Ability to balance multiple tasks simultaneously- Ability to follow standard operating policies and procedures- Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs- Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships- Working knowledge of Silverlake system, preferred