Financial Center Manager

The Financial Center Manager (FCM) is responsible for driving branch growth by increasing market share, expanding relationships, and delivering strong financial performance within the local market. This role requires a strategic, externally focused leader who can identify growth opportunities, build community and business relationships, and lead a high-performing team to achieve production and service goals.

• Develop and execute branch-level strategies to grow market share across deposits, loans, and other product offerings. This role involves developing and implementing strategies to increase overall market share within the community.
• Identify and pursue new business opportunies with the local market through proactive outreach, networking, and partnerships. Build and maintain relationships with community leaders, businesses, and referral sources to drive new member/client acquisitions. Continually monitor market trends, competitor activity, and performance data to adjust growth strategy.
• Lead a relationship-based service/sales culture focused on acquiring, deepening, and retaining client relationships. Ensure consistent execution of financial reviews and needs-based conversations.
• The Financial Center Manager (FCM) is responsible for leading, growing and representing the branch in an affluent market with a strong focus on relationship development, business growth, and exceptional member/client experience. This role requires a proven track record of cultivating high-value relationships, expanding market share, and delivering consistent financial performance while leading and developing a high-performing team.
• Represent the organization at community networking, and business events to strengthen brand presence and referral opportunities. Partner closely with mortgage, insurance, wealth advisors, and business services to deliver a holistic financial solution.
• This position will serve as a trusted advisor for key clients, ensuring personalized high-touch service experiences. Building long term relationships through proactive outreach, financial reviews, and tailored solutions.
• Lead, coach, and develop a high-performing branch team focused on relationship-based sales and service excellence. Foster a culture of accountability, collaboration, and performance. Set clear goals and expectations aligned with branch and organizational objectives.
• Ensure the branch meets or exceeds production, growth, and profitability goals. Maintain operational excellence, and regulatory compliance. Ability to analyze performance metrics and market data to adjust strategies and drive results. Continuously seek opportunities to improve service delivery and client.
• The Financial Center Manager (FCM) reports to the Regional Retail Manager (RRM).
• Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act). Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg B, Reg Z, Service Members Civil Relief, and FCRA/FACTA.
  
  Required to attend initial and ongoing annual Bank Secrecy Act training.

• Proven ability to grow market share, develop new relationships, and expand existing portfolios.
• Excellent customer and business focus, with strong change management, communication, and interpersonal skills. Demonstrated success working with affluent or high-net-worth clients.
• Strong leadership, coaching, and performance management skills.
• Excellent communication, networking, and presentation abilities.
• Deep understanding of financial products, lending, and relationship-based sales.
• A significant level of trust, credibility and diplomacy is required. Must be capable of exercising highest level of discretion on both internal and external confidential matters including direct and indirect reports and outside vendors.
• Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
• Must be able to effectively handle multiple, simultaneous, and changing priorities.
• Must be a proven leader of people within a customer service environment.
• Experience coaching employees and leadership to increase production, sentiment, and overall retail performance.
• Experience with sales processes, operations, data analytics, or quantitative marketing.
• Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).
• Must be an excellent communicator both oral and written.
• Excellent organization and time management.
• Must be proficient in Microsoft Office…