JOB FUNCTION / SUMMARY:

The Financial Center Leader 2 has responsibility for the overall management of a level 2 financial center, including hiring, conducting performance reviews and providing performance coaching and counseling. Using a consultative sales and service approach, the Financial Center Leader drives the financial center Sales and Service performance by exhibiting strong coaching and leadership skills, through strong individual performance, as well as through the performance of the team. The Financial Center Leader is also responsible for ensuring a solid operational foundation, minimizing losses, reducing risk and delivering an accurate and superior 5 Star Client experience.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Maintains a superior culture of service by actively identifying, coaching, developing, training, motivating, and supporting associates to establish and maintain relationships with clients and to provide an overall meaningful client experience.
• Leads the financial center to increase growth and profitability using a consultative approach and a structure process of providing coaching and support that drives improved associate performance. Sets clear objectives for the financial center and associates, monitors progress and tracks results.
• Manages existing clients and prospects with strong external outreach; by phone, email and in person, to build and maintain strong, lasting relationships, discover financial needs, and tailor product and service solutions to meet the client’s overall financial needs. This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars.
• Conducts calling activities to generate new small business relationships and to maintain and expand existing consumer and small business relationship. Small business relationships handled by the financial center are business with annual revenues up to $1 million.
• Ensures both self and associates are well trained to educate clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options to access their accounts 24 hours a day/7 days a week and to apply product and procedural knowledge to solve client problems appropriately and efficiently.
• Ensures effective lobby management, which includes actively engaging, greeting, and directing lobby traffic, while promoting Digital alternatives to all prospects and existing clients.
• Responsible for ensuring completion of the Staffing and Scheduling coordination and duty assignments to ensure efficient operation of the financial center.
• Supports and is responsible for the Bank's strong risk management culture through awareness, knowledge, and sound decision making. Responsible for ensuring all transactions and practices within span of control comply with all regulations and for keeping the financial center in compliance with all bank policies, procedures, including fraud mitigation, loss prevention and risk management.
• Maintains strong relationships with internal business partners to provide clients with experts who can assist them with their specialized financial needs.
• Serves as a representative in various civic and community functions to further enhance the Bank’s brand image and develop additional business.

SUPERVISORY RESPONSIBILITIES:

Yes. Supervises Teller, Senior Teller and Client Solutions Specialist (all levels).