Financial Center Manager

Division: Retail Banking

Department: Various – Branch Network

Reports to: FVP, Regional Financial Center Manager

Status: Exempt/Officer

Grade: 9

Salary Range: $52,000 - $103,330

Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location: Shrewsbury, MA - 226 Boston Tpk

Purpose/Objective

Leverage your leadership and communication skills to grow the Bank through our products and services and maintain operational excellence while ensuring an exceptional client experience as the leader of your financial center.

Key Accountabilities

• Develops Business: educates clients on products/services and advises appropriately based on needs, capitalizes on cross-selling opportunities. Promotes business development by contacting and calling on existing or potential clients to solicit business and promote products/services. Provides leadership and coaching to all team members in order to achieve quarterly branch goals via team meetings, in-branch campaigns and teller referrals. Refers business to other departments through the Company’s SalesForce referral system. Represents Bank in appropriate community organizations and lives the company’s corporate social responsibility values. Attends Chamber and outside events as a Bank representative for networking opportunity. Is an active and supportive member of all internal committees, programs, and initiatives. 40%
• Manages Financial Center Sales & Operations: stays abreast of new products/services/promotions. Educates and trains staff, maintains awareness of Federal/state banking regulations. Ensures team executes Financial Center Consistency standards and provides an exceptional client experience. Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Promotes process improvement and expense control initiatives. Ensures proper appearance of branch, maintenance of equipment, appropriate inventory/supply levels. Ensures branch/staff conformity and adherence to compliance, security and operations policies and procedures to ensure operational excellence. 25%
• Performs Supervisory Duties: coaching, performance management and people development, salary adjustments, transfers, resolves personnel problems, advises, and counsels subordinates, delegates workload, conducts team meetings. Ensures staff is highly skilled, cross-trained as needed, and motivated to meet financial center goals and objectives. 20%
• Serves as part of Loan Origination Process: answers client inquiries, collects information, processes loan applications (i.e. Consumer, Mortgages (referred), Home Equity, & Small Business Loans), performs loan closings where applicable. 10%
• Responds to Routine Legal Issues: Powers of Attorney, estates, trusts. 5%
• Lives Berkshire Bank’s Be FIRST values and is a champion of corporate social responsibility and ethical standards. Utilizes client service skills to determine and meet client needs and performs more complex or unusual client operations.
• Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.
  
  

Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required.

Financial Center Manager or AVP, Financial Center Manager level is designated based on a combination of many factors, as well as individual branch needs and individual manager performance and capabilities.

Quantitative Factors

• Deposit Size
• Staff Size
• Transaction Volume and Complexity
• Customer/Business Development
• Staff Development & Performance Management
• Staff Retention
  

Evaluated Factors

• Financial Center Efficiency
• Financial Center Audit Results
• Customer Experience Rating
• Overall Financial Center Performance
• Manager’s Overall Performance
  

Education

• Associate’s Degree preferred or equivalent work experience
  
  

Experience

• 5 years of experience in branch banking
• Supervisory experience
  
  

Skills & Knowledge

• Customer service/sales skills
• Problem solving ability
• Strong communication skills
• Ability to handle multiple tasks
• Technically proficient in operations & procedures
  
  

Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.