Banking Center Manager II

RoShay Services; Miami Beach (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

RoShay Services seeks a banking center leader to guide a team, promote a positive culture, and professionally represent the organization within the community.

The role focuses on coaching, sales leadership, client service, and operational excellence, with emphasis on compliance and staff development. Experience in Microsoft Office and Salesforce is preferred; background checks may be required.

Qualifications

• This role requires a bachelor's degree or equivalent experience with strong leadership and coaching abilities.
• Experience in sales, client service, and operational management is essential.
• Proficiency in Microsoft Office and Salesforce is preferred; background checks may be required.

Responsibilities

• Provide coaching, leadership, and oversight to drive team performance and engagement.
• Drive sales and business development through advisory processes and client relationships.
• Ensure excellent client experience by promptly addressing issues.
• Oversee operations, monitor metrics, manage expenses, and address concerns.
• Collaborate on compliance, risk management, and staff training to meet regulations.

Skills

Leadership

Coaching

Sales

Client service

Operational management

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Salesforce

Job description

Job Overview

Role: This position involves leading and managing a banking center team to execute strategic initiatives, promote a positive work culture, and represent the organization professionally within the community.

Responsibilities Include

• Providing coaching, leadership, and oversight to ensure effective team performance and engagement.
• Driving sales and business development through advice-driven processes, client relationship management, and local networking.
• Ensuring excellent client experience by promptly addressing issues.
• Managing operational excellence, monitoring metrics, controlling expenses, and addressing operational concerns.
• Collaborating on compliance, risk management, and training to adhere to regulations and internal policies.

Qualifications & Skills:

A bachelor's degree or equivalent experience, with strong leadership, coaching, sales, client service, and operational management skills. Proficiency in Microsoft Office and Salesforce is preferred. No specific licenses are required, but background checks and compliance with licensing regulations may be necessary.

This role involves supervising staff, fostering teamwork, and maintaining a compliant, efficient, and client-focused environment. Physical demands are minimal, primarily involving standing, sitting, and light lifting as needed.