BASIC FUNCTION

The AT /Financial Center Manager (FCM) is generally more experienced and is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management.

This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards. This position is also responsible for security of equipment and premises, financial controls, collections and loss handling, as well as daily opening and closing procedures. In addition, the incumbent may supplement platform sales and service responsibilities as required.

The AT/FCM is also responsible for the coaching, performance management and talent management of direct reports.

Approximately 50% of the AT/ FCMs’ time is spent in the branch managing, observing, coaching and driving the internal sales and operational processes of the branch. Approximately 50% of their time is spent outside the branch developing business and participating in community/business related activities/events.

MAJOR RESPONSIBILITIES

Manages and owns all facets of day-to-day branch operations
Manages and owns the successful execution of the internal sales process by all staff to drive results
Ensures all staff are providing an extraordinary customer experience by executing Spencer’s customer service behaviors
Ensures all staff are operating proficiently with regards to branch operations, policies and procedures and compliance.
Actively participates in in local community and business events to help get the bank’s brand out in the market
Assists the VP Market Manager in creating the annual business plan for their financial center
Creates, with the support of the Financial Center Assistant Manager, a monthly branch sales tactical plan to ensure branch sales goals are being met
Ensure the branch meets and exceeds corporate audit and compliance audit expectations
Participates in outside business development activities
Responsible for managing branch profitability

Responsible for ensuring the coaching & employee development process is conducted consistently on a monthly basis.
Responsible performance management and talent management
Handles scheduling to effectively meet branch productivity and efficiency standards
Performs and reviews branch audits
May perform other duties as requested

SUPERVISORY RESPONSIBILITIES

Directly supervises Financial Center Assistant Manager & Financial Center Relationship Representative and indirectly supervises Financial Center Service Representatives

SKILLS

Solid interpersonal skills, including listening, written and verbal communication
Ability to work with a wide variety of personalities in a courteous and professional manner
Solid math and analytical skills
Ability to understand and follow safety and security practices
Solid relationship building skills
Ability (strong) to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities
Strong customer service/advocacy skills
Solid organizational and time management skills
Solid PC skills; and the ability to quickly learn other computer programs, including Microsoft office
Ability to evaluate others on their performance
Ability to effectively coach, develop and manage staff performance

Education

High School diploma is required.

Experience

Minimum of 3 years financial center management/supervision experience preferred
3-5 years Sales/Service management preferred

Benefits

Holidays
Vacation
Health/Dental
Vision Service Plan
Short Term Disability
Long Term Disability
Life Insurance
Flexible Spending Accounts
401k Savings Plan
Tuition Reimbursement
Employee Assistance Program
Free Employee Checking Account

Spencer Savings Bank

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AT/Financial Center Manager