Financial Center Manager

Berkshire Bank; Frederick (MA, MD); On-site; USD 52,000 - 104,000; Full time

Job summary

An established industry player is seeking a dynamic leader for its retail banking division. This role involves leveraging your leadership and communication skills to enhance client experiences and drive business growth. You will manage financial center operations, oversee staff development, and ensure compliance with banking regulations. With a focus on community engagement and ethical standards, this position offers the opportunity to make a significant impact while working in a supportive environment. If you are passionate about banking and client service, this role is perfect for you.

Qualifications

• 5 years of experience in branch banking with supervisory experience.
• Strong customer service and sales skills are essential.

Responsibilities

• Develops business by educating clients and promoting products/services.
• Manages financial center operations and ensures compliance.
• Coaches staff and manages performance to enhance client experience.

Skills

Customer service and sales skills

Problem solving

Strong communication

Multitasking ability

Proficiency in operations and procedures

Education

Associate's Degree or equivalent work experience

Job description

Division:

Retail Banking

Department:

Various - Branch Network

Reports to:

FVP, Regional Financial Center Manager

Status:

Exempt/Officer

Grade:

9

Salary Range:

$52,000 - $103,330

Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location:

Ludlow, MA - 431 Center St

Purpose/Objective:

Leverage your leadership and communication skills to grow the Bank through our products and services and maintain operational excellence while ensuring an exceptional client experience as the leader of your financial center.

Key Accountabilities:

1. Develops Business: Educates clients on products/services, advises based on needs, and capitalizes on cross-selling opportunities. Promotes business development by contacting existing or potential clients, and refers business to other departments. Represents the Bank in community organizations and events.
2. Manages Financial Center Sales & Operations: Stays informed about new products/services, educates staff, ensures compliance, and promotes a positive client experience. Oversees branch appearance, equipment, inventory, and adherence to policies.
3. Performs Supervisory Duties: Coaches staff, manages performance, conducts meetings, and ensures staff development and motivation.
4. Serves as part of Loan Origination Process: Handles client inquiries, processes loan applications, and performs loan closings where applicable.
5. Responds to Routine Legal Issues: Handles matters related to Powers of Attorney, estates, and trusts.
6. Lives Berkshire Bank's Be FIRST values: Demonstrates commitment to corporate social responsibility and ethical standards, utilizing client service skills to meet needs and perform complex client operations.
7. Ensures compliance with all banking laws, rules, regulations, and policies to reduce risk and uphold ethical standards. Must be eligible for registration in the Nationwide Mortgage Licensing System & Registry for SAFE Act purposes. Available for Saturday hours and travel as needed.

Evaluation Factors:

Quantitative and evaluated factors include deposit size, staff size, transaction volume and complexity, customer/business development, staff development, performance management, efficiency, audit results, customer experience, overall performance, and individual capabilities.

Education and Experience:

• Associate's Degree preferred or equivalent work experience
• 5 years of experience in branch banking
• Supervisory experience

Skills & Knowledge:

• Customer service and sales skills
• Problem solving
• Strong communication
• Multitasking ability
• Proficiency in operations and procedures

Berkshire Bank is an Equal Opportunity Employer, considering all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.