Financial Center Leader
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What you'll do
- Hire, train, develop, and motivate associates across one or more financial centers, fostering a high-performing, client-focused team.
- Conduct performance reviews, provide coaching and counseling, and build succession-ready talent.
- Promote a culture of service excellence and consistently deliver an exceptional Client experience.
- Set strategic objectives for centers and associates, monitor performance, and drive results through structured coaching and performance management.
- Drive financial center sales and service performance using a consultative approach and strategic sales planning.
- Oversee management of existing client relationships and the development of new consumer and small business relationships (up to $1M annual revenue).
- Lead external outreach initiatives, including calls, in-person meetings, seminars, and events, to expand client base and deepen relationships.
- Promote and implement digital and self-service channels to enhance client convenience and engagement.
- Ensure financial centers operate efficiently and comply with all bank policies, procedures, and regulatory requirements.
- Lead staffing, scheduling, and operational planning to meet changing business and client needs.
- Uphold the bank’s risk management culture, including fraud mitigation, loss prevention, and regulatory compliance.
- Analyze branch P&L, financial performance, and operational metrics to identify opportunities for improvement.
What they're looking for
- High School Diploma or GED required; Bachelor’s degree preferred.
- Minimum of 2 years Banking/Financial Services experience required.
- Minimum of 1 year previous success in sales as an individual contributor or manager required.
- Excellent communication, client service, and interpersonal skills.
- Strong analytical skills, including P&L and financial statement interpretation.
- Ability to manage competing priorities and lead under pressure in a dynamic retail banking environment.
- Adaptability, flexibility, and willingness to work financial center hours, including weekends and some evenings.
- Ability to travel as needed to perform essential job functions.
Nice to have
- Bachelor’s degree preferred.
- 1 year in supervisory/management experience preferred.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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ESSENTIAL DUTIES & RESPONSIBILITIES:
Leadership & People Management
- Hire, train, develop, and motivate associates across one or more financial centers, fostering a high-performing, client-focused team.
- Conduct performance reviews, provide coaching and counseling, and build succession-ready talent.
- Promote a culture of service excellence and consistently deliver an exceptional Client experience.
- Set strategic objectives for centers and associates, monitor performance, and drive results through structured coaching and performance management.
Sales & Business Growth
- Drive financial center sales and service performance using a consultative approach and strategic sales planning.
- Oversee management of existing client relationships and the development of new consumer and small business relationships (up to $1M annual revenue).
- Lead external outreach initiatives, including calls, in-person meetings, seminars, and events, to expand client base and deepen relationships.
- Promote and implement digital and self-service channels to enhance client convenience and engagement.
Operational Excellence & Risk Management
- Ensure financial centers operate efficiently and comply with all bank policies, procedures, and regulatory requirements.
- Lead staffing, scheduling, and operational planning to meet changing business and client needs.
- Uphold the bank’s risk management culture, including fraud mitigation, loss prevention, and regulatory compliance.
- Analyze branch P&L, financial performance, and operational metrics to identify opportunities for improvement.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- High School Diploma or GED required; Bachelor’s degree preferred.
- Minimum of 2 years Banking/Financial Services experience required.
- Minimum of 1 year previous success in sales as an individual contributor or manager required.
- 1 year in supervisory/management experience preferred.
- Excellent communication, client service, and interpersonal skills.
- Strong analytical skills, including P&L and financial statement interpretation.
- Ability to manage competing priorities and lead under pressure in a dynamic retail banking environment.
- Adaptability, flexibility, and willingness to work financial center hours, including weekends and some evenings.
- Ability to travel as needed to perform essential job functions.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to work under stress and meet deadlines
- Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
Company
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