Senior Financial Center Supervisor

1 week ago


Abington, Pennsylvania, United States Disability Solutions Full time
Value Proposition

At Disability Solutions, our core values shape our identity and drive our mission to positively impact lives. Our workforce is the foundation of our success, and every achievement we reach is a reflection of their dedication. We are devoted to fostering a culture of continuous improvement, work-life balance, and inclusivity. Our digitally empowered environment enhances the experiences of both our employees and clients.

Overview

The Financial Center Manager role involves overseeing our operations in a designated financial center.

The primary duty of this position is to lead and manage the operations, personnel, and performance metrics of a specific financial center. The incumbent will devise and execute the center's sales and service strategies to ensure an exceptional customer experience, cultivate and expand profitable customer relationships within the existing clientele and the broader community, align with corporate objectives, and comply with all operational risk, compliance, and regulatory standards. Level II Managers are expected to operate in financial centers that necessitate a greater level of complexity and scope compared to Level I Managers, particularly focusing on external business development to maximize growth and profitability.

Responsibilities
  • Organize, delegate, and assess the work of staff; recruit and select candidates; provide mentorship and coaching; set individual performance goals; monitor workflow and quality; manage performance evaluations; recommend compensation adjustments; collaborate with Human Resources to address employment-related matters.
  • Formulate and execute the financial center's business strategy to drive the efforts of the sales and service teams in achieving set objectives for both new and existing clients; oversee the application of the sales management process, and assess individual and collective performance.
  • Establish and nurture connections within the local community; engage with individuals, small businesses, business groups, and community organizations; identify and explore business banking opportunities; create and implement marketing strategies for financial products and services; actively participate in sales activities, representing the organization positively within the community.
  • Supervise the execution of established internal processes and procedures; ensure compliance with all risk management and regulatory initiatives; evaluate operational efficiency and implement improvements to enhance profitability and customer satisfaction; address escalated customer concerns.
  • Contribute to and promote broader corporate initiatives; consistently communicate the organization's strategic goals to staff and stakeholders; guide the team through organizational changes; collaborate with commercial segments; support business planning; advocate for cultural initiatives; participate in relevant focus groups and task forces.


Qualifications

Education

Bachelor's Degree or equivalent experience in a relevant field. (Required)

Experience

A minimum of 5 years in Banking, Financial Services, or Sales. (Required)

At least 3 years in leadership roles focused on Sales, Operations, or Risk Management. (Required)

Other Duties as Assigned by Manager

This role may encompass additional responsibilities as assigned by management. All employees are expected to understand and adhere to all compliance programs, regulations, and policies relevant to their roles, ensuring completion of all compliance training by established deadlines. This includes recognizing and addressing compliance risks that may affect their departments and escalating such risks to the appropriate management level.

Pay Transparency

To enhance transparency for candidates, we disclose base salary ranges in all job postings. Salary ranges are established based on the position, function, and responsibilities, benchmarked against similar companies in our industry. Compensation will be determined based on a combination of factors including the candidate's expertise, skills, experience, and relevant credentials. Salary ranges may vary by geographic location.

Additional Compensation Components

This position is eligible for participation in a short-term incentive compensation plan based on individual and company performance.

Benefits

As part of our Total Rewards program, Disability Solutions offers a comprehensive benefits package for eligible employees. This includes medical plans with prescription coverage; flexible spending accounts or health savings accounts; dental and vision insurance; life insurance; a 401(k) plan with employer matching; paid time off, including holidays and volunteer time; disability insurance; maternity and parental leave; adoption assistance; educational support; and a robust wellness program with financial incentives. For more information on eligibility for these programs, please visit our Benefits & Wellness page.

NMLS

This position may require registration in the Nationwide Mortgage Licensing System and Registry. Individuals required to register will be notified accordingly.

EEO Statement

Disability Solutions is an equal opportunity employer committed to providing equal employment opportunities for all qualified individuals. We will recruit, hire, train, and promote individuals in all job titles, ensuring that all personnel actions are conducted without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, candidates must be authorized to work in the United States without the need for sponsorship for a work visa by Disability Solutions.

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