Financial Center Manager

Financial Center Manager is responsible for managing 1-2 Financial Centers. Involves overseeing and managing the Financial Service Representatives and Financial Service Executives while also serving as a senior sales resource to help generate additional deposits.
Primary responsibilities include:

Leading, coaching, managing, and recruiting Financial Service Representatives and Financial Service Executives while working closely with Countrywide Investment Services and Premier Business Banking.

Train and coach Financial Center team members to proficiently profile, cross sell, and refer bank customers. Coordinate with business partners to implement CD retention and renewal strategy.

Accountable for ensuring participation levels are adhered to for Virtual Call Center.

Generate deposits through the sale of deposits through Financial Center and Virtual Call Center channels.

Create new business through community involvement and other proactive outreach activities.

Develop and drive strategies for increased production and market penetration.

Generates leads through creativity and also by partnering with the Marketing group.

Performs special projects as assigned.

Consistently supports the commitment to compliance by adhering to all applicable federal, state, and local laws and regulations and the Countrywide Bank's policies and procedures and reporting all incidences of noncompliance to immediate manager. Assure that adequate resources and training are provided sufficient to insure full compliance with all regulatory requirements and that such commitment to compliance is fully communicated to the staff, internal and external clients and other parties within the manager’s area of responsibility.

Work with Compliance and Risk Management to ensure operational integrity, BSA, and CIP requirements are maintained.
A successful candidate will have:

Bachelor’s degree in any discipline, or equivalent experience.

3+ years sales experience and at least one year should be in a management position. Requires minimum of 2 years Management experience.

Excellent written, verbal, and interpersonal communication skills.

Ability to lead and motivate others.

Proficiency in Microsoft Word, Excel, and PowerPoint.

Please see Job Description