Financial Center Manager
Company: Independent Financial
Location: Denton
Posted on: August 6, 2022
Job Description:
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 soundness
- Develop and implement a service strategy designed to retain a
high percentage of existing clients, and to encourage referrals of
new clients from existing client base
- Conduct outbound sales activities (chamber/networking events,
community events, meetings with local businesses) to establish
visibility - in the community - and drive business to the financial
center
- Generate new business by identifying and satisfying customer
needs through relationship building, customer needs analysis,
opening accounts, and fostering business partnerships
- Develop partnerships across business lines to drive
referrals
- Promote 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 staff
- Maintain prescribed security controls
- Manage CRA activity
- Coach employees on a regular basis with a focus on successes,
and specific action planning for personal growth and financial
center growth
- Ensure all activities and work functions meet compliance
requirements as defined in company policies and procedures and
state/federal laws and regulations
- Oversee building and grounds maintenance and report any issues
to Facilities Department
- Ensure the financial centers meet all applicable safety,
soundness and functional requirements
- Demonstrate and promote high ethical standards and behaviors in
accordance with the values of Independent Financial
- Build internal and external relationships through exceptional
problem resolution, ownership, and follow-through. Promote
teamwork, cooperation, and collaboration
- Stay informed of policy changes/updates and communicate
information to financial center team in a timely manner
- Provide transaction overrides and approvals within authorized
limits
- Maintain the required knowledge of products, services, policies
and procedures, and other compliance requirements that pertain to
the Bank
- Originate 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
staff
- Manage performance of staff and provide timely feedback
- Partner with Human Resources relative to disciplinary action
and/or involuntary separations
- Ensure compliance with operating policies and procedures
- Conduct regular one-on-one meetings with direct reports
- Conduct training to reinforce policies and procedures
pertaining to financial center operations
- Ensure 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, required
- Minimum of 4 years management experience, required
- Previous experience in consumer lending, preferredOR
- High school diploma or equivalent education certificate
(GED)
- Bachelor's Degree in related field
- Minimum of 3 years of banking experience with emphasis on
branch operations, required
- Minimum of 2 years management experience, required
- Previous 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
functions
- Ability to effectively manage, motivate and lead staff
- Strong financial and regulatory expertise with the banking
industry
- Effective coaching and conflict resolution skills
- Strong influencing and negotiation skills
- Strong financial analytical and underwriting skills
- Strong organizational, interpersonal, communication, and
customer relation skills
- Attention to detail and mental concentration for accurately
performing tasks
- Ability to balance multiple tasks simultaneously
- Ability to follow standard operating policies and
procedures
- Proven ability to identify customer needs and tailor features
and benefits of products/services to customers with differing
needs
- Ability to make personal connections, engage and educate
customers, ask open-ended questions and use listening skills to
establish trust and build lasting customer relationships
- Working knowledge of Silverlake system, preferred
- Computer proficiency with working knowledge of Microsoft Office
Suite applications, required
- Ability to adapt to changing work environment
- General 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
requirements
- Ability to occasionally lift and maneuver coins up to 25lbs Job
Details:Regular
Keywords: Independent Financial, Denton , Financial Center Manager, Executive , Denton, Texas
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