Financial Center Manager

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

Job summary

An established industry player in retail banking is seeking a dynamic leader to manage their financial center. This role emphasizes exceptional client experiences and operational excellence. The ideal candidate will leverage their customer service and sales skills to drive business growth while ensuring compliance with banking regulations. You will lead a dedicated team, fostering a collaborative environment to achieve branch goals. If you are passionate about community engagement and have a strong background in banking, this is an exciting opportunity to make a significant impact in a supportive and innovative workplace.

Qualifications

• 5 years of experience in branch banking and supervisory experience.
• Must be eligible for registration in the Nationwide Mortgage Licensing System.

Responsibilities

• Educates clients on products/services and promotes business development.
• Manages financial center sales and ensures excellent client service.
• Coaches staff and handles performance management.

Skills

Customer service/sales skills

Problem solving ability

Strong communication skills

Ability to handle multiple tasks

Proficiency in operations & 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: Springfield, MA - 1363 Allen 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 appropriately based on needs, and capitalizes on cross-selling opportunities. Promotes business development by contacting and calling on existing or potential clients to solicit business and promote products/services. Provides leadership and coaching to all team members to achieve quarterly branch goals via team meetings, in-branch campaigns, and teller referrals. Refers business to other departments through the Company's SalesForce referral system. Represents the Bank in community organizations and lives the company's CSR values. Attends Chamber and outside events for networking. Participates in internal committees and initiatives.
2. Manages Financial Center Sales & Operations: Stays informed about new products/services/promotions. Educates and trains staff, ensures awareness of banking regulations. Ensures team adheres to standards and provides excellent client service. Leads lobby management, ensures prompt assistance, and maintains a positive brand image. Promotes process improvements and expense control. Ensures branch appearance, equipment maintenance, and inventory levels. Ensures compliance with policies and procedures for operational excellence.
3. Performs Supervisory Duties: Coaches staff, manages performance, handles personnel issues, and conducts team meetings. Ensures staff is skilled, cross-trained, and motivated to meet goals.
4. Serves as part of Loan Origination Process: Handles client inquiries, collects information, processes loan applications, and performs loan closings where applicable.
5. Responds to Routine Legal Issues: Powers of Attorney, estates, trusts.
6. Lives Berkshire Bank's Be FIRST values, champions CSR and ethics, utilizes client service skills to meet client needs, and performs complex client operations.
7. Ensures compliance with banking laws, 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. Availability for Saturday hours and travel to nearby offices as required.

Position level (Financial Center Manager or AVP) depends on various factors, including branch needs and individual performance.

Quantitative Factors:

• Deposit Size
• Staff Size
• Transaction Volume and Complexity
• Customer/Business Development
• Staff Development & Performance Management
• Staff Retention

Evaluated Factors:

• Financial Center Efficiency
• Financial Center Audit Results
• Customer Experience Rating
• Overall Financial Center Performance
• Manager's Overall Performance

Education:

Associate's Degree preferred or equivalent work experience.

Experience:

5 years of experience in branch banking and supervisory experience.

Skills & Knowledge:

• Customer service/sales skills
• Problem solving ability
• Strong communication skills
• Ability to handle multiple tasks
• Proficiency in operations & procedures

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