Financial Center Manager

Location: Bonita Springs
Posted on: April 30, 2025

Job Description:

GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally less than $30 million in core deposits and generating less than $700,000 in net profit. Ensure that the financial center providesthepublic with banking services, credit decisions, and service for consumer and commercial loans. Promote growth through the development of deposits, assets, fee-based services and the development and retention of new and existing customers. Providethepublic with a team of employee''s who are able to service all customer needs either directly or indirectly in a polite, friendly, capable and professional manner.

ESSENTIAL DUTIES & RESPONSIBILITIES: SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES & RESPONSIBILITIES

-Sales/Goals Function Lead the Sales function for the financial center, setting the example and tone for a strong sales environment. Consistently meet and exceed profit, deposit, and loan sales goals as defined by the Regional Manager, activelysolicitingthe various retail and Bancorp products.

-Oversee the complete consumer loan process. Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passedtothe appropriate loan officer and maintaining relationship as appropriate.

-Promote company products and services in the community by making regular outside calls, to assist in the continuing growth of the office and company.

-Provide leadership necessary to ensure the call lists are actively worked, as well as any other means for obtaining new business and retaining current business is completed.

-Develop and maintain close relationships with assigned business partners, such as Mortgage Loan Officers, Business Banking Officers and Brokerage Representatives, to ensure that established goals for each business line are met. -Manager/HR FunctionSetpriorities, direct and delegate sales responsibilities to the Relationship Manager(s), and ensure follow through on the completion/implementation of the designated sales activities.

-Set priorities, direct and delegate operational responsibilities to the Customer Services Manager, and ensure follow through on the completion/implementation of the designated operational/risk activities.

-Hold team responsible for the ability to interchange duties as necessary.

-Hold overall responsibility for maintenance of the proper staffing levels according to the staffing model, with the day-to-day maintenance being held with the Customer Services Manager.

SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive feedback; developing employees to their full potential and providing challenging opportunities that enhance employee career growth; developingtheappropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

Keywords: , Bonita Springs , Financial Center Manager, PR / Public Relations , Bonita Springs, Florida