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BankFinancial · 13 hours ago

Financial Center Manager I [Full-Time] | Deerfield & Northbrook

Deerfield, IL

Full-time

Onsite

Entry, Mid Level

1+ years exp

BankFinancial is a financial institution seeking a Financial Center Manager I to lead a banking center team. The role involves achieving performance goals, fostering client relationships, and ensuring compliance with banking regulations while promoting a positive team environment.

BankingFinancial ServicesInsurance

Responsibilities

Model the way for peers and coworkers aligned with the Bank's Mission and Values

Maintain a banking center environment and commitment to exceptional client experience to foster client loyalty and relationship development

Ensure that banking center performance goals are met or exceeded, within their respective branch and supporting the overall goals of the District and Region

Foster an inclusive and team-oriented environment, leading communication efforts and team collaboration at every level

Develop and lead a team who is knowledgeable in bank products, processes, policies and procedures, and willing to help each other and other teams in the District

Overall responsibility for managing banking center success which includes daily operations, successful audit scores, and sales execution

Open deposit accounts, accept and key loan applications, close loans, and assist, coach, and lead the branch team's execution of growing accounts; loans and deposits, both consumer and business

Actively manage the onboarding of new clients, ensure client follow up calls are conducted in the proper time frame

Manage overall financial center sales and the overall performance, understanding how it impacts the District and company

Engage in coaching and recognition

Update team members on progress towards goals

Develop strong business relationships with key partners focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making needed introductions/referrals. Including, but not limited to:

Business Specialists, Worklife Specialists, Financial Wellness Advisors, Preferred Bankers, Private Bankers, Wealth Advisors, Mortgage Loan Officers, and Commercial Partners

Integrate well into the community, developing outside sales opportunities through visibility and active participation in community groups. Discover and support site-specific events open to the community

Manage the day-to-day activities that align with The Bank Experience

Daily activities that align with The Bank Experience, including but not limited to:

Ensure that all associates are delivering a quality client experience

Deepen and expand relationships of clients

Actively manage the onboarding of clients

Lead the daily huddles and team meetings

Attract new associates who align with the Bank/FOCUS culture and be a continued resource to that associate to promote engagement. Assist District Leader and Retail Regional President with interviewing prospective candidates

Ensure all associates actively manage their respective client relationships

Develop associates through observational coaching, joint sales calls, and utilization of the coaching model. (R.O.P.E.)

Maintain all operational and risk management standards

Assist District Leader with facilitation of conference calls and leading of team meetings and District/Region communication

Act as a liaison between peers, the District Leader, and Retail Regional President, supporting and delivering on retail-wide initiatives, communication, and engagement

Typically the Financial Center Manager III is only responsible for leading a single office

Qualification

CoachingSales ManagementClient Relationship ManagementRetail Banking ExperiencePerformance Goal AchievementCommunity EngagementOperational ManagementTeam LeadershipMentoringCommunication Skills