Financial Center Manager

4 weeks ago

Fort Collins, Colorado, United States Independent Bank (TX) Full time
Job Summary

The Financial Center Manager is responsible for the overall growth and operational soundness of the financial center. This includes managing staff, creating a positive customer service culture, and promoting deposit and assigned loan growth.

Key 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 encourage referrals of new clients from the existing client base
  • Conduct outbound sales activities 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 the 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 the 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 Certifications
  • This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z. Upon hire, you will be subject to the required registration process, which includes a federal criminal background check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment. Required pre-employment screenings are conducted separately from the NMLS registration process.
  • Knowledge, 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
  • Computer proficiency with working knowledge of Microsoft Office Suite applications, required
  • Ability to adapt to changing work environment
  • General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements
  • Position requires lifting, carrying, or moving heavy items. Must be able to lift up to 25 lbs.
  • May be required to sit or stand for long periods of time

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