Financial Services Manager
This position is responsible for the overall management of branch sales, service, customer relationship building, portfolio growth, and profitability of branch(es). Identifies and manages profitable relationships with small businesses within the branch market by providing tailored business solutions. Leads and motivates the Financial Services staff to maximize sales opportunities and increases the depth of the customer relationships to generate profitable revenue and foster branch effectiveness. Models and motivates staff to operate in a sales environment that meets customer needs and enhances retention and customer loyalty.
Develops, implements and manages Branch sales plan and process to achieve goals. Assigns individual sales goals and monitors progress towards the achievement of these goals. Provides direction and coaching to Financial Services Staff concerning pro-active sales techniques/activities, timing of campaigns and measurement of results.
Responsible for hiring, performance improvement plans, reviews, promotions, salary recommendations and terminations of their direct reports. Coaches, trains and motivates staff to maximize their potential and improve retention. Analyzes performance levels and implements effective solutions for improvement.
Manages the Financial Services staff ensuring compliance with Bank policies and procedures. Manages all aspects of service delivery by financial services staff creating an environment of customer centricity and delivery of the guest experience that reflects "best in class" service. Fosters teamwork in branch through collaboration with CSM and or LCSA.
Champions a sales environment that supports financial planning techniques and profitable relationship growth. Utilizes available tools to identify customer needs by segment, isolate areas of concern and apply appropriate solutions. Works with Commercial Banking to retain and enhance existing small business customers. Develop plan with Market Manager to proactively seek new small business relationships.
College degree or equivalent work experience required. Advanced degree preferred.
5-7 years relevant work experience preferred.
Certification/License: Series 6/63, SBLI and mortgage certification.
Detail oriented with the proven ability to handle confidential and sensitive information.
Exceptional written, verbal and presentation skills are necessary to effectively convey goals and initiatives to staff and management.
In depth knowledge of financial products and services; expertise in commercial products and services including small business banking.
Ability to listen to customer needs and to inform, educate and influence customers to effectively sell appropriate products and services.
Analytical creativity, negotiation and problem solving skills are needed, using a wide range of information and perspective to identify current conditions and needs.
Ability to lead and motivate a team to meet branch objectives.
Excellent PC skills, including word processing, spreadsheet, presentation, internet and internal bank software.
Innovation and flexibility are needed to meet the demands of an ever-changing market.