Financial Center Manager

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 soundnessDevelop and implement a service strategy designed to retain a high percentage of existing clients, and to encourage referrals of new clients from existing client baseConduct outbound sales activities (chamber/networking events, community events, meetings with local businesses) to establish visibility in the community and drive business to the financial centerGenerate new business by identifying and satisfying customer needs through relationship building, customer needs analysis, opening accounts, and fostering business partnershipsDevelop partnerships across business lines to drive referralsPromote 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 staffMaintain prescribed security controlsManage CRA activityCoach employees on a regular basis with a focus on successes, and specific action planning for personal growth and financial center growthEnsure all activities and work functions meet compliance requirements as defined in company policies and procedures and state/federal laws and regulationsOversee building and grounds maintenance and report any issues to Facilities DepartmentEnsure the financial centers meet all applicable safety, soundness and functional requirementsDemonstrate and promote high ethical standards and behaviors in accordance with the values of Independent FinancialBuild internal and external relationships through exceptional problem resolution, ownership, and follow-through. Promote teamwork, cooperation, and collaborationStay informed of policy changes/updates and communicate information to financial center team in a timely mannerProvide transaction overrides and approvals within authorized limitsMaintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the BankOriginate 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 staffManage performance of staff and provide timely feedbackPartner with Human Resources relative to disciplinary action and/or involuntary separationsEnsure compliance with operating policies and proceduresConduct regular one-on-one meetings with direct reportsConduct training to reinforce policies and procedures pertaining to financial center operationsEnsure 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, requiredMinimum of 4 years management experience, requiredPrevious experience in consumer lending, preferred

OR

High school diploma or equivalent education certificate (GED) Bachelor’s Degree in related fieldMinimum of 3 years of banking experience with emphasis on branch operations, requiredMinimum of 2 years management experience, requiredPrevious experience in consumer lending, preferred

Licenses and Certifications

This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z. Upon hire you will be subject to the required registration process, which includes a federal criminal background check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment. Required pre-employment screenings are conducted separately from the NMLS registration process.

Knowledge, Skills, Abilities

In-depth knowledge of financial products, services, procedures, policies and appropriate regulatory issues relating to daily job functionsAbility to effectively manage, motivate and lead staffStrong financial and regulatory expertise with the banking industryEffective coaching and conflict resolution skillsStrong influencing and negotiation skillsStrong financial analytical and underwriting skillsStrong organizational, interpersonal, communication, and customer relation skillsAttention to detail and mental concentration for accurately performing tasksAbility to balance multiple tasks simultaneouslyAbility to follow standard operating policies and proceduresProven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needsAbility to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationshipsWorking knowledge of Silverlake system, preferredComputer proficiency with working knowledge of Microsoft Office Suite applications, requiredAbility to adapt to changing work environmentGeneral knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirementsAbility to occasionally lift and maneuver coins up to 25lbs

Job Details

To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.