Financial Center Manager

Country Club Bank Leawood , KS 66211

Posted 1 week ago

Financial Center Manager

Job Function: Develops, manages and leads effective consumer sales and service team; coordinates the overall operations of a financial service center. Successful FCM's are enthusiastic about delivering excellent customer service, operating a banking center consistent with all policies and procedures to expand and retain client relationships, leads a team to achieve individual, group and regional goals.

Essential Duties and Responsibilities:

  • Demonstrates commitment, dependability, and respect for other team members with regular and predictable attendance, punctuality, and agreed- upon schedule of availability. Projects a professional image in dress, manner, communications and focus.

  • Recruitment, development and coaching an effective retail banking team that is focused on expanding customer relationships and exceeding customer service expectations.

  • Responsible for the effective day-to-day operations, and growth of the Financial Service Center; works with the staff to develop and implement individual sales and service goals and objectives.

  • Monitors staff performance and goals; gives ongoing coaching and feedback (scorecards) and conducts performance evaluations.

  • Follows a disciplined schedule of sales and service management routines. (example, sales and service meetings and one-on-one coaching sessions)

  • Documents and administers promotions, transfers, disciplinary actions, salary changes and terminations.

  • Consider the bullet regarding performance standards.

  • Manages the relationship with other business partners to maximize mutually beneficial relationships and meet referrals/sales goals. Actively participates with partners in business development calls.

  • Implements and maintains prescribed security controls while managing within the framework of the banks, policies and procedures.

  • Participates and represents CCB Bank in various community and civic activities.

  • Other tasks as assigned from time to time by supervisor or other member of management

Job Qualifications/ Required Skills and Abilities:

  • Education: College degree preferred

  • Solid knowledge of banking, bank products as well as compliance and regulatory requirements

  • Experience: Prefer related bank management or retail management experience.

  • Superior written and verbal communication skills

  • High emotional intelligence

  • Exhibit and maintain high degree of professionalism

  • Maintain high degree of confidentiality and integrity

  • Ability to communicate effectively and professionally at all levels of the organization

  • Must possess exceptional management and leadership abilities including planning and goal setting

  • Must have a strong sales and coaching orientation.

  • Excellent follow through and time management skills

  • Excellent attention to detail

  • Excellent organizational and analytical skills.

  • Proficient in PC, web and database

  • MUST possess a "can do" customer-service attitude/philosophy

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
VP Financial Consultant Leawood KS

Charles Schwab Corporation

Posted 5 days ago

VIEW JOBS 9/12/2019 12:00:00 AM 2019-12-11T00:00 Your Opportunity As a Schwab Financial Consultant, you'll need an ambitious spirit and a passion for building a growing practice focused on client needs. If you are looking to build relationships with your clients by listening to their goals and providing objective advice and solutions that are clear, relevant, and actionable, you may be ready for a career worth owning. Schwab Financial Consultants: * Are launched with a practice of existing Schwab clients that they build upon with the full backing, support, and extensive resources of Schwab. * Are compensated for the solutions and value they deliver to clients. * Partner with specialists across the company who help them achieve their personal and professional goals, which are always set high and client-focused. What you're good at The Financial Consultant position is apart of our Branch Network, which is responsible for providing wealth management and financial planning advice to individuals and families. Managing wealth on behalf of our clients may include: retirement planning, education planning, investment management, and estate planning, as well as partnering with specialists to offer banking, insurance, and lending solutions. In this capacity, the Financial Consultant is responsible for giving an outstanding investor experience for clients with more than $250,000 in assets. Financial Consultants also focus on developing referrals as well as growing net asset flow and offering advised solutions. What you have * Bachelor's degree required * A valid and active Series 7 license is required * A valid and active Series 66 (63/65) license is required (may be obtained within a 90-day condition of employment) * A valid and active Life and Health Insurance license is required (may be obtained within a 120-day condition of employment) * Certified financial planner™ (Cfp®) certification is preferred * A desire to change the way you look at your career * A can-do and drive * A compass that points toward doing right by clients at every opportunity * A minimum of four years' financial services experience working with retail clients, with proven success in providing advice and consultation, and in managing, developing, and forming client relationships * Strong industry and market knowledge * Excellent consultative, interpersonal, and communication skills Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process Charles Schwab Corporation Leawood KS

Financial Center Manager

Country Club Bank