Financial Center Assistant Manager I
Company: Liberty Savings Bank FSB
Location: Sarasota
Posted on: May 3, 2024
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Job Description:
Description:Job Summary:Works with Financial Center Sales
Manager to meet/exceed sales goals, provide leadership and guidance
to personnel to ensure successful daily operations of the financial
center while working alongside the Customer Service
Representatives; opening new accounts, expanding customer
relationships and performing banking transactions. Essential
FunctionsManages financial center staff to meet/exceed financial
center sales goals by mentoring/coaching the staff, using the CNA
process to cross-sell additional products/services including Health
Savings Accounts (HSA).Ensures staff provides superior service to
the customers by servicing transactional needs, maintaining
confidentiality and responding to customer questions/requests in a
timely manner.Proficient at identifying customer needs,
recommending specific products and/or services and closing on sales
opportunities identified through the CNA process. Demonstrates
knowledge of Health Savings Accounts.Oversees that financial center
staff performs quality results-oriented onboarding calls to meet
quota.Mentors/develops staff by providing on-going sales coaching.
Provides feedback on; sales performance, writing reviews, making
recommendations to reward performance exceeding standards and
handling employee disciplinary issues in a professional, objective
and impartial manner.Maintains a cash drawer, performs banking
transactions and opens new accounts.Proficient in balancing the
branch at the end of the day and finding transaction errors.Ensures
staffing levels are adequate to meet needs of the financial center.
This may involve; conducting interviews, hiring staff, complying
with federal, state, and local employment laws and promoting equal
employment opportunity efforts.Ensures staff complies with the
Privacy Policy, bank procedures and regulatory/operational/security
guidelines by instructing/guiding employees and performing internal
financial center audit functions.Increases financial center
efficiency and staff knowledge by ensuring employees are properly
trained in banking transactions, customer service and cross selling
skills, proper telephone etiquette and company goals.Expands
customer relationships by making appropriate referrals, such as
investments and mortgage/commercial loans when applicable.Secondary
Functions:Represents the financial center in the local community by
participating in civic and community events and activities.Assists
Financial Center Sales Manager with the financial center budget
process by providing suggestions when preparing the annual budget
goals and controlling staff overtime and supply expense.Identifies
commercial loan opportunities when applicable and makes
tele-consulting calls.Contributes to the team effort by working on
special projects/reports, performing other job-related duties, and
accomplishing related results.Standards:Performs all standards of
Financial Center Supervisor position.Financial center consistently
meets deposit, deposit mix, fee income, and referral goals and
aggressively strives to achieve personal sales goals as evidenced
by sales reports and tracking forms.Demonstrates the ability to
make results-oriented calls as evidenced by management observation
during joint calls and CNA files.Consistently coaches staff in
office and holds CSR's accountable for meeting personal sales goals
- coaching forms are thorough and demonstrate follow through in
monitoring employee performance.Thorough understanding of ERB
process and ability to coach staff in quality results-oriented
sales interviews as evidenced by CNA folders and management
observation.Employee performance reviews are thorough, accurate and
submitted by due date.Receives favorable reports from support
departments (Operations, EFT, HR, Lending, etc.) for own
performance and performance of staff.Has minimal exceptions to and
favorable comments on monthly Financial Center Control Checklists,
semi-annual audits, and internal audit reviews.Demonstrates
excellent customer service/sales skills both in person and on
telephone as evidenced by management observation and properly
completed CNA folders.Is actively involved in the community and
finds ways to leverage those relationships into networking
opportunities that result in new business as evidenced by sales
reports.Ensures staff attends all mandatory training within
timeline specified and additional training classes within
reasonable timelines.Sets the standard for staff on
professionalism, customer service, teamwork, attendance, and
punctuality as evidenced by management observation.When applicable,
makes quality referrals for commercial/mortgage loans and
investments as evidenced by sales reports.When applicable,
demonstrates initiative and proficiency in processing and approving
all consumer loans within assigned loan authority as evidenced by
sales reports, minimal errors reported by Consumer Lending Quality
Control, and management observation.Requirements:Physical
Demands:Talking-Ability to express or exchange ideas by means of
the spoken word.Hearing-Ability to receive detailed information
through oral communication.Seeing-Ability to view a computer screen
for an extended period of time and/or identify individuals
visually.Standing-Ability to stand on feet for long periods of
time.Walking-Ability to use feet and legs to move from one place to
another specifically in narrow/confined spaces.Finger
dexterity-Ability to work with fingers for handling coins or other
small objects and use a keyboard.Reaching-Ability to extend
hand/arms in any direction to move/handle objects.Lifting-Ability
to lift and/or move up to 25 pounds.Knowledge, Skills and
Abilities:Associate's Degree in related field or equivalent
business experience required.Minimum 18 months combination banking
and sales experience required, to include retail banking and
consumer lending, 6 months with Liberty, preferred.Ability to
utilize sales techniques to expand banking relationships and a
strong knowledge of bank operations/products and compliance
regulations required.Demonstrates leadership/decision-making skills
and the ability to motivate/lead staff is required.Strong
communication skills and the ability to communicate with all types
of individuals, provide superior customer service and work well
with others is required.Professional manner and a well groomed
business-like appearance required.Flexibility to participate in
civic/community activities and work a flexible schedule based on
financial center need is required.Good basic computer skills and
the ability to utilize industry-related software is required. An
Equal Employment Opportunity
Employer/Minorities/Females/Veterans/DisabilitiesPM19PI57bbc90dd78f-25660-34219206
Keywords: Liberty Savings Bank FSB, Fort Myers , Financial Center Assistant Manager I, Executive , Sarasota, Florida
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