Finance center manager job description

Overview

Fulton Bank currently has an opening for a Financial Center Manager at the 25th Street Financial Center in Easton, PA.

The primary responsibility of this position is to lead and manage the operations, staff, and business performance of a designated Financial Center location. The incumbent will develop and implement the Center's sales and service plans to deliver a superior customer experience, initiate, retain and grow profitable customer relationships within the existing customer base and the local community, align with Consumer Business and Corporate goals and objectives, and adhere to operational risk, compliance and regulatory requirements.

Responsibilities

• Plan, assign and evaluate the work of staff, screen and select candidates, provide guidance and coaching, establish individual goals and objectives, monitor volume, workflow and quality, manage performance to include conducting performance appraisals, make pay recommendations, partner with Human Resources to resolve employment related issues
• Develop and implement the Financial Center's business plan to drive efforts of the Financial Center Sales and Service staff to achieve established goals for new and existing customers, oversee the application of Fulton's Sales Management Process, monitor and evaluate individual and collective progress
• Build and maintain knowledge and network of local community, engage individuals, local small businesses, business groups and community organizations, identify and research business banking opportunities, develop and implement plans to market FFC products and services, participate directly in sales engagements and activities, represent Fulton as a positive force bringing value to the local community
• Oversee the implementation of established internal operating processes and procedures, ensure adherence to all risk management and compliance initiatives and applicable regulations, evaluate operating efficiency of the Center and make adjustments to maximize efficiency, profitability and deliver the optimal customer experience, resolve escalated customer issues
• Contribute to and promote broader business and corporate initiatives, consistently message to staff and other stakeholders in support of the Bank's strategic goals, lead Center team through organizational change, partner with the Commercial segment, support business planning, champion culture activities, participate in specified focus groups and task forces as appropriate

Qualifications Education

Bachelor Degree or the equivalent experience. Specialty: Business or other applicable. (Required)

Experience

3 or more years Banking, Financial Services or Sales. (Required)

2 or more years leading Sales, Operations or Risk Management. (Required)

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future. EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. NMLS

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

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This role will be responsible for the management and oversight of all branch operations of the credit union. Daily operations in the area of teller management, member service, phone services and incoming mail. Hire, manage and train up to 8 direct reports. Also serves as the back-up for Member Service Representatives & Contact Center Manager.
Essential Job Functions

+ Full working knowledge of credit union savings and lending products and services and day to day operations of all branch operations w/ member service and sales culture orientation

+ Review, underwrite and approve consumer loans

+ Process incoming and outgoing domestic and international wires

+ Hire, train and supervise all branch staff (including Sr. tellers, FSC Team Lead; MSR's) and guide each associate in the completion of their respective tasks and duties.

+ Conduct the annual review of each direct report and assist them to prepare development plans in coordination with VP Sales and Service and Training/Information Coordinator

+ Manage daily opening and closing of all branches.

+ Responsible for management of ATM's and branch equipment

+ Track materials and manage key branch materials and functions

+ Understand and participate in the annual budgeting process with relation to branch operations needs and participate in, own and support the decisions made to all levels of the organization

+ Diminish threat of loss of credit union assets by maintaining high standards for teller security and balancing, inventory management and internal control standards

+ Manage receipt and verification of funds from all Coca-Cola-based Freedom pay machines at all Atlanta area locations

+ Develop and maintain relationships with all departments within Coca-Cola as needed to accomplish goals of branch operations; including but not limited to the Company Store, CCE, Fountain, on-site security, corporate security,

+ Understand State and Federal banking laws, rules and regulations and utilize this knowledge to prepare policies and procedures to adhere to each as they pertain to branch operations

+ Build and maintain relationship with other members of the credit union management team

+ Resolve member needs, conflicts, complaints and insure high quality member service

Job Requirements:

Education:

Undergraduate degree in banking, accounting, management or other related field or equivalent experience preferred with 3+ years in a banking or credit union environment.

Experience:

Three years of financial institution and cash handling experience required. Experience in Head Teller or supervisory role in branch operations. Previous lending decision-making and processing experience preferable.

Knowledge / Skills / Abilities:

Working knowledge of pertinent banking rules and regulations preferred. Knowledge of proper internal and dual control standards; working knowledge of standard financial institution checks and balances and inventory reconciliation.

Knowledge of financial products and services. Knowledge of Microsoft Word, Excel and Data Processing System Software, preferably, EDS. Effective verbal and written communication and problem solving skills.

Travel:

Periodic travel to local branch operations.

Overtime:

Must be available for occasional overtime.

Our Purpose and Growth Culture:

We are taking deliberate action to nurture an inclusive culture that is grounded in our company purpose, to refresh the world and make a difference. We act with a growth mindset, take an expansive approach to what's possible and believe in continuous learning to improve our business and ourselves. We focus on four key behaviors - curious, empowered, inclusive and agile - and value how we work as much as what we achieve. We believe that our culture is one of the reasons our company continues to thrive after 130+ years. Visit Our Purpose and Vision to learn more about these behaviors and how you can bring them to life in your next role at Coca-Cola.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. When we collect your personal information as part of a job application or offer of employment, we do so in accordance with industry standards and best practices and in compliance with applicable privacy laws.

Approximately 75% of the FCMs time is spent in the branch managing, observing, coaching and driving the internal sales and operational processes of the branch. Approximately 25% of their time is spent outside the branch developing business and participating in community/business related activities/events.

MAJOR RESPONSIBILITIES

• Manages and owns all facets of day-to-day branch operations
• Manages and owns the successful execution of the internal sales process by all staff to drive results
• Ensures all staff are providing an extraordinary customer experience by executing Spencer’s customer service behaviors
• Ensures all staff are operating proficiently with regards to branch operations, policies and procedures and compliance.
• Actively participates in in local community and business events to help get the bank’s brand out in the market
• Assists the Market Manager in creating the annual business plan for their financial center
• Creates, with the support of the Assistant Financial Center Manager, a monthly branch sales tactical plan to ensure branch sales goals are being met
• Ensure the branch meets and exceeds corporate audit and compliance audit expectations
• Participates in outside business development activities
• Responsible for managing branch profitability

• Responsible for ensuring the coaching & employee development process is conducted consistently on a monthly basis.
• Responsible performance management and talent management
• Handles scheduling to effectively meet branch productivity and efficiency standards
• Performs and reviews branch audits
• May perform other duties as requested

SUPERVISORY RESPONSIBILITIES

• Directly supervises Assistant Financial Center Manager & Financial Center Relationship Representative and indirectly supervises Financial Center Service Representatives

SKILLS

• Solid interpersonal skills, including listening, written and verbal communication
• Ability to work with a wide variety of personalities in a courteous and professional manner
• Solid math and analytical skills
• Ability to understand and follow safety and security practices
• Solid relationship building skills
• Ability (strong) to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities
• Strong customer service/advocacy skills
• Solid organizational and time management skills
• Solid PC skills; and the ability to quickly learn other computer programs, including Microsoft office
• Ability to evaluate others on their performance
• Ability to effectively coach, develop and manage staff performance

Education

• High School diploma is required.

Experience

• Minimum of 3 years financial center management/supervision experience preferred
• 3-5 years Sales/Service management preferred