Financial Center Client Services Manager - Sarasota, FL
2 weeks ago
Job Summary
Oversees the daily operation of the financial center to ensure efficiency compliance and exceptional customer service This role requires a demonstrated leader who can manage staff streamline processes and drive operational excellence while maintaining a secure and customer-focused banking environment Partners with the Sales and Relationship Manager CRM providing strategic leadership driving sales growth and surpassing branch objectives
Responsibilities
- Customer Service Excellence Ensures the delivery of exceptional customer service by addressing transactional needs maintaining confidentiality and responding promptly to customer inquiries and requests
- Lending Expertise Maintains a strong knowledge of mortgage consumer lending products to effectively identify customer needs recommend appropriate solutions Works closely with the CRM to foster staff growth through ongoing sales coaching constructive performance feedback creating opportunities for professional development Manages performance evaluations recommends rewards for high achievers addresses disciplinary matters with professionalism impartiality Facilitates daily huddles with staff to review goals provide updates promote a collaborative work environment Conducts interviews hires qualified candidates adheres federal state local employment regulations promotes equal employment opportunities Provides guidance instruction employees performs internal financial center audit functions maintain compliance Enhances financial center efficiency employee competency ensures proper training banking transactions Customer Service cross-selling techniques telephone etiquette alignment company goals Delivers presentations communicates updates goals strategies leadership Achieves satisfactory results Mystery Shops manager supervised employees fostering high standard service excellence operational accuracy Strengthens relationships identifying opportunities referrals business lines promoting bank products services as applicable Periodically represents financial center local community engaging civic events fostering positive relationships Assists Senior Management annual budgeting process inputting financial center goals managing overtime supply expenses Proactively identifies lending connects customers phone in-person interactions strengthening relationships promoting lending growth Contributes team success participating special projects preparing detailed reports performing additional duties achieving organizational objectives Performs banking transactions assists opening new accounts supporting branch operations Makes quality referrals evidenced sales reports Works closely Sales Relationship Manager consistently meeting deposit deposit mix controls expenses fee income referral goals aggressively striving personal sales goal tracking forms Demonstrates excellent Customer Service/Sales skills person telephone management observation properly completed systems Sets standard professionalism teamwork attendance punctuality management observation Receives favorable reports support departments Lending BSA Operations EFT HR etc. Performance reviews thorough accurate submitted due date Has minimal exceptions monthly Financial Center Control Checklists semiannual reviews internal subject reviews Ensures adequate staffing conducting interviews hiring qualified candidates adhering federal state local employment regulations promoting equal employment opportunities
Job description
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