What are the responsibilities and job description for the Financial Center Manager III (Milford) position at bankatfirst?
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
Essential Functions/Responsibilities
- The FCM is responsible for the achievement of specified banking center team service levels and service performance goals. The FCM will be responsible for building, developing, and leading a team that is focused on providing clients with an exceptional client experience and deepening relationships through service and client service follow up.
- Model the way for peers and coworkers aligned with First Financials Mission and Values.
- Maintain a banking center environment and commitment to exceptional client experience to foster client loyalty and relationship development.
- Ensure that banking center performance goals are met or exceeded, within their respective branch and supporting the overall goals of the District and Region.
- Foster an inclusive and team-oriented environment, leading communication efforts and team collaboration at every level.
- Develop and lead a team who is knowledgeable in bank products, processes, policies and procedures, and willing to help each other and other teams in the District.
- Overall responsibility for managing banking center success which includes daily operations, successful audit scores, and sales execution.
- Actively manage the onboarding of new clients, ensure client follow up calls are conducted in the proper time frame.
- Manage overall financial center sales and the overall performance, understanding how it impacts the District and company.
- Engage in coaching and recognition.
- Update team members on progress towards goals.
- Develop strong business relationships with key partners focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making needed introductions/referrals. Including, but not limited to:
- Business Specialists, Worklife Specialists, Financial Wellness Advisors, Preferred Bankers, Private Bankers, Wealth Advisors, Mortgage Loan Officers, and Commercial Partners.
- Integrate well into the community, developing outside sales opportunities through visibility and active participation in community groups. Discover and support site-specific events open to the community.
- Manage the day-to-day activities that align with The First Financial Bank Experience (FFB Experience)
- Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:
- Ensure that all associates are delivering a quality client experience.
- Deepen and expand relationships of clients.
- Actively manage the onboarding of clients.
- Lead the daily huddles and team meetings.
- Attract new associates who align with the First Financial Bank/FOCUS culture and be a continued resource to that associate to promote engagement. Assist District Leader and Retail Regional President with interviewing prospective candidates.
- Ensure all associates actively manage their respective client relationships.
- Develop associates through observational coaching, joint sales calls, and utilization of the coaching model. (R.O.P.E.)
- Maintain all operational and risk management standards
- Assist District Leader with facilitation of conference calls and leading of team meetings and District/Region communication.
- Act as a liaison between peers, the District Leader, and Retail Regional President, supporting and delivering on retail-wide initiatives, communication, and engagement.
- Typically the Financial Center Manager III is only responsible for leading a single office.
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
- 4-5 years of demonstrated leadership of coaching, management, leadership and/or mentoring in a retail environment.
- 4-5 years demonstrated prior success with multiple sales leadership processes and execution.
- 4-5 years of personal experience in sales and service with previous success in achieving sales and service goals in a retail environment.
- 4-5 years demonstrated prior success with achievement of performance goals.
- Must have working knowledge of banking policies and procedures.
- High school diploma or general education degree (GED) required
- Associate’s or Bachelor’s degree and/or equivalent banking work experience preferred
- 4-5 years related experience and/or training; or equivalent combination of education and experience
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.