Managing a financial center's operations and team to instill client-centric service and risk culture. Responsible for ensuring operational excellence and talent development.
Responsibilities
This job is responsible for managing a financial center and it's employees on a day-to-day basis.
Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve their financial goals.
Job expectations include ensuring operational excellence and cohesive effectiveness.
Develops talent, including proactive sourcing of candidates
Manages client traffic, engaging and appropriately routing clients, and fostering client retention
Manages business results through formalized management routines and coaching
Creates a world class client experience environment
Manages market-level initiative prescribed by market leaders
Drives operational excellence by engaging employees on business strategy
Manages organizational priorities and effective execution
Requirements
1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
Can interpret performance results, find opportunities to drive success and hold others accountable to results
Must be able to work weekends and/or extended hours.
1+ years of management experience including hiring, coaching and developing direct reports
Experience in financial services and knowledge of financial services industry, products and solutions
Experience working in an environment with individual and team goals where goals were routinely met or exceeded
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