Financial Center Manager

FinanceInfos; New Holland (Lancaster County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Fulton Bank in New Holland, PA, seeks a Financial Center Manager to lead the financial center’s performance, drive sales, and deliver exceptional customer service. You will focus on talent development, community engagement, and operational excellence to surpass center goals.

The role requires 5+ years in banking with leadership in sales or operations, plus a Bachelor's in Business or related field. Expect a dynamic, customer-centric environment with strong career growth opportunities.

Qualifications

• Bachelor’s degree in Business or related field is required
• 5+ years in Banking or financial services, with sales exposure
• 3+ years leading sales, operations, or risk management roles

Responsibilities

• Build and maintain a strong local network with individuals, small businesses, and community organizations.
• Drive sales growth using the bank’s CRM and sales processes; set performance expectations and develop plans.
• Coach and mentor employees to achieve goals and improve performance.
• Screen, hire, and develop talent; manage workflow and quality across the center.
• Oversee internal processes for risk management and regulatory compliance.
• Lead strategic initiatives beyond the financial center and participate in broader business efforts.

Skills

Motivate sales team

Collaboration

Goal orientation

Small Business Banking

Education

Bachelor’s Degree in Business or applicable

Tools

CRM software

Job description

Job Highlights

• Title: Financial Center Manager
• Type: Full Time
• Experience: Required
• Function: Branch Banking
• Location: New Holland, PA, United States
• Company: Fulton Bank

Company Profile

Fulton Bank (operated by Fulton Financial Corp) provides financial services, mainly including branch banking, consumer lending, commercial banking, investment advisors, and mortgage services.

Job Profile

The bank is hiring a Financial Center Manager who will lead all aspects of financial center performance and drive sales growth and service excellence while fostering a culture of success.

Focus on talent development, individual and team sales performance with consumer and small business clients, community engagement, operational excellence, and strategic leadership to achieve and surpass the financial center’s goals and overall success for Fulton.

Education Level

• Bachelor’s Degree or the equivalent experience. Specialty: Business or other applicable. (required)

Work Experience

• 5 or more years in Banking, Financial Services, or sales (required)
• 3 or more years leading sales, Operations, or Risk Management (required)

Duties/Responsibilities

• Business Development and Community Engagement: Build and maintain a strong network within the local community. Engage with individuals, small businesses, and community organizations, identifying opportunities to promote our small business banking products and services. Participate in networking and in community activities, including non-profit board/committee positions to position Fulton as a valuable partner within the community. Be active on non-profit boards/committees in the community.
• Drive Sales Performance: Utilize Fulton’s sales process and the Customer Relationship Management (CRM) tool to align key activities and behaviors needed to achieve and exceed sales growth for both new and existing customers within the consumer and business segments. Establish employee performance expectations and development plans to identify areas for improvement and set clear, actionable goals. Leveraging the CRM, cultivate meaningful relationships with customers, whether onboarding new clients or nurturing existing relationships, with a consistent approach to foster trust and loyalty. Handle complex customer inquiries with tact and efficiency.
• Leadership and Coaching: Actively utilize Fulton coaching models and feedback mechanisms to guide Financial Center employees towards goal attainment and sustained performance excellence. This role involves consistent coaching and mentoring of employees to help them realize their full potential. Through personalized guidance, role play, customized learning, and support, empower the team to overcome challenges, develop key competencies, and excel in their roles.
• Manage and Develop Talent: Plan, assign, and evaluate the work of the financial center team. This involves screening and selecting top-notch candidates, providing guidance and coaching, and establishing clear goals and objectives for each team member. Monitor volume, workflow, and quality, and manage performance, including performance appraisals and pay recommendations, to ensure that the team is motivated and performing at their best.
• Operational Excellence: Oversee the implementation of internal processes and procedures, ensuring compliance with all risk management initiatives and regulations. Evaluate and optimize the efficiency of our operations to maximize profitability and deliver an exceptional customer experience. Handle escalated customer issues with professionalism and efficiency.
• Strategic Leadership: Extend beyond the financial center and contribute to broader business and corporate initiatives. Consistently reinforcing our strategic goals to the team and stakeholders, leading through organizational change, and partnering with the Commercial segment will be integral. Champion cultural activities and participate in focus groups and task forces to drive continuous improvement.

Skills/Knowledge/Abilities

• Ability to motivate a sales team, set expectations, and drive accountability (required)
• Collaboration skills (required)
• Passion and enthusiasm to meet and exceed goals (required)
• Small Business Banking acumen (required)

Benefits/Perks

• The bank offers a comprehensive benefits package to all qualified employees.

Employer’s Statement

Fulton Bank is an equal opportunity employer.