Financial Center Manager

5 days ago

Houma, Louisiana, United States Hancock Bank Full time
Job Summary

The Financial Center Leader is responsible for the overall management of a level 3 financial center, including hiring, conducting performance reviews, and providing performance coaching and counseling.

This role requires a consultative sales and service approach to drive financial center Sales and Service performance by exhibiting strong coaching and leadership skills, through strong individual performance, as well as through the performance of the team.

Key Responsibilities
  • Maintains a superior culture of service by actively identifying, coaching, developing, training, motivating, and supporting associates to establish and maintain relationships with clients and to provide an overall meaningful client experience.
  • Leads the financial center to increase growth and profitability using a consultative approach and a structured process of providing coaching and support that drives improved associate performance.
  • Sets clear objectives for the financial center and associates, monitors progress, and tracks results.
  • Manages existing clients and prospects with strong external outreach, by phone, email, and in person, to build and maintain strong, lasting relationships, discover financial needs, and tailor product and service solutions to meet the client's overall financial needs.
  • Conducts calling activities to generate new small business relationships and to maintain and expand existing consumer and small business relationships.
  • Ensures both self and associates are well-trained to educate clients on alternate delivery methods and channels that make clients' lives easier by providing self-service options to access their accounts 24 hours a day/7 day a week and to apply product and procedural knowledge to solve client problems appropriately and efficiently.
  • Ensures effective lobby management, which includes actively engaging, greeting, and directing lobby traffic, while promoting digital alternatives to all prospects and existing clients.
  • Responsible for ensuring completion of the staffing and scheduling coordination and duty assignments to ensure efficient operation of the financial center.
  • Supports and is responsible for the Bank's strong risk management culture through awareness, knowledge, and sound decision-making.
  • Responsible for ensuring all transactions and practices within span of control comply with all regulations and for keeping the financial center in compliance with all bank policies, procedures, and including fraud mitigation, loss prevention, and risk management.
  • Maintains strong relationships with internal business partners to provide clients with experts who can assist them with their specialized financial needs.
  • Serves as a representative in various civic and community functions to further enhance the Bank's brand image and develop additional business.
Requirements and Qualifications
  • Excellent communication and client service skills.
  • Ability to manage time and competing priorities in a retail environment.
  • Strong interpersonal skills with the ability to interact with all levels of an organization.
  • Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives.
  • High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term.
  • Ability to understand and interpret a P&L and financial statements.
  • Ability to plan and manage staffing to meet changing financial center and client needs.
  • Adaptability, flexibility, and ability to work financial center hours, including weekends and some evenings.
  • Ability to travel if required to perform the essential job functions.
  • Ability to work under stress and meet deadlines.
  • Ability to operate related equipment to perform the essential job functions.
  • Ability to read and interpret a document if required to perform the essential job functions.
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions.

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