Assistant Financial Center Manager - Valrico

Job Description: GENERAL FUNCTION: Responsible and accountable for leading a strong sales and referral environment within the financial center. Promote the financial center growth, personally and through the sales team, through the promotion of deposits, loans, fee-based services and the retention of customers. Ensure the public is provided with a team of employee's who are able to service all customer needs either directly or indirectly in a polite, friendly, capable and professional manner. Perform as financial center management in the absence of the Financial Center Manager (FCM), taking the leadership role with overall responsibility. Be prepared to step in as a FCM as called upon within Region/Affiliate.


ESSENTIAL DUTIES & RESPONSIBILITIES:

SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES & RESPONSIBILITIES
1) Sales/Goals Function
A. Provide sales leadership for the financial center, setting the example for a strong sales and service environment; partnering with the Customer Services Manager to promote referral activity.
B. Consistently meet and exceed profit, deposit and loan sales goals as defined by the Financial Center Manager, actively soliciting the various retail and Bancorp products.
C. Oversee the complete consumer loan process.
D. Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate.
E. Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company.
F. In partnership with the other staff and business partners, actively work the call lists, and any other means for obtaining new business and retaining current business.
G. Establish close relationships with assigned business partners, such as Mortgage, Business Banking Officers and Brokerage Representatives to ensure that established goals for each business line is met.
2) Manager/HR Function
A. Direct the sales functions based on priorities set with Financial Center Manager, and ensure follow through on the completion/implementation of the designated activities.
B. Assist with keeping the proper staffing levels according to the staffing model at the approved level.
C. Participate in the selection and on-boarding of new employees, and assist in the proper training and development of new employees.
D. Provide honest and impartial feedback to staff members, as appropriate; providing input to the Financial Center Manager for the formal written performance process, and involved in performance process as needed.
E. In partnership with the Financial Center Manager ensure that regular sales and office staff meetings are established, assigning topics and responsibility for execution of the meetings to staff members.


SUPERVISORY RESPONSIBILITIES:
Provide employees timely, candid and constructive feedback; assisting in the development of employees to their full potential and providing challenging opportunities that enhance employee career growth; recognizing and rewarding employees for accomplishments.