Financial Center Manager jobs in United States
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Old Fort Banking Company · 1 day ago

Financial Center Manager

Old Fort Banking Company is an employee-owned financial institution established in 1916, known for its strong community relationships. The Financial Center Manager is responsible for leading the Financial Center team, ensuring excellent client experiences, and achieving sales and service goals while developing new consumer and small business relationships.

BankingFinancial ServicesMortgage

Responsibilities

Leads Financial Center Associates and activities to ensure production, campaign and referral goal achievement
Coach and develop associates through regularly scheduled conversations and annual reviews
Develop and retain new consumer and small business relationships
Lead a team that regularly partners with other lines of business
Oversee Financial Center Operations including: opening and closing, policy and procedures, security protocols, approvals and overrides
Originate and process new loan applications
Assist the team with client transactions, new accounts and established phone protocols
Ensures Associates understanding of Bank Products and Services
Remain compliant with bank guidelines, policies, procedures, regulatory and BSA requirements
Excellent communication skills, computer skills, accuracy, flexibility, ability to handle high stress situations, regular and predictable attendance, exercise discretion and good judgment, follow direction

Qualification

Financial Center OperationsClient Relationship ManagementCoachingDevelopmentLoan ProcessingCompliance KnowledgeComputer SkillsStress ManagementCommunicationFlexibility

Required

Leads Financial Center Associates and activities to ensure production, campaign and referral goal achievement
Coach and develop associates through regularly scheduled conversations and annual reviews
Develop and retain new consumer and small business relationships
Lead a team that regularly partners with other lines of business
Oversee Financial Center Operations including: opening and closing, policy and procedures, security protocols, approvals and overrides
Originate and process new loan applications
Assist the team with client transactions, new accounts and established phone protocols
Ensures Associates understanding of Bank Products and Services
Remain compliant with bank guidelines, policies, procedures, regulatory and BSA requirements
Excellent communication skills, computer skills, accuracy, flexibility, ability to handle high stress situations, regular and predictable attendance, exercise discretion and good judgment, follow direction
Bachelor's degree or equivalent work experience
Three to five years of experience in a financial institution

Benefits

Paid vacation available at start
5 PTO Days
Paid Holidays

Company

Old Fort Banking Company

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The Old Fort Banking Company is a locally owned and operated financial institution.

Funding

Current Stage
Growth Stage

Leadership Team

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Mike Spragg
President & CEO
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Michael Daniel
Chief Financial Officer and Chief Operations Officer
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Company data provided by crunchbase