Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
About the role
- Manage financial center operations and support team performance. Oversee client interactions, policy adherence, and drive excellence while ensuring team cohesion and success.
Responsibilities
- Responsible for managing a financial center (FC) in collaboration with senior team members
- Supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively
- Oversees the smooth and efficient functioning of the teller line
- Ensures day-to-day policy and procedure adherence
- Improvement of financial center performance
- Ensures that directives are implemented
- Takes up leadership responsibility for the financial center when teammates are absent
- Manages client traffic, engaging and appropriately routing clients, and fosters client retention
- Manages business results through formalized management routines and coaching
- Creates a world class client experience environment
- Drives operational excellence by engaging employees on business strategy
- Manages organizational priorities and effective execution
Requirements
- 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
- 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
- Can be flexible to work weekends and/or extended hours as needed
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Resources and support for employees to make a genuine impact
Job title
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