Financial Center Manager

2 weeks ago

The Woodlands, United States Independent Financial Full time

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, preferred

OR- 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 CertificationsKnowledge, 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

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