Financial Center Manager - Albany, NY

Davita Inc.; City of Albany (NY); On-site; USD 52,000 - 104,000; Full time

Job summary

A leading financial institution seeks a Financial Center Manager in Albany, NY. You will leverage leadership skills to develop business and maintain operational excellence while ensuring superior client service. Responsibilities include managing bank operations, staff training, business development, and compliance with banking regulations. A collaborative work environment awaits with opportunities for career advancement.

Qualifications

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

Responsibilities

• Lead business development and client education on products/services.
• Manage financial center sales and operations.
• Perform supervisory duties and coaching.
• Serve in the loan origination process.

Skills

Customer service/sales skills

Problem solving ability

Strong communication skills

Ability to handle multiple tasks

Technically proficient in operations & procedures

Education

Associate's Degree preferred

Job description

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Financial Center Manager

#1314 | Posted 05/30/2025

Albany, New York, United States

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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: Albany, NY - 30 South Pearl 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:

• Develops Business: educates clients on products/services and advises appropriately based on needs, 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 in order 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 Bank in appropriate community organizations and lives the company's corporate social responsibility values. Attends Chamber and outside events as a Bank representative for networking opportunity. Is an active and supportive member of all internal committees, programs, and initiatives. 40%

• Manages Financial Center Sales & Operations: stays abreast of new products/services/promotions. Educates and trains staff, maintains awareness of Federal/state banking regulations. Ensures team executes Financial Center Consistency standards and provides an exceptional client experience. Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Promotes process improvement and expense control initiatives. Ensures proper appearance of branch, maintenance of equipment, appropriate inventory/supply levels. Ensures branch/staff conformity and adherence to compliance, security and operations policies and procedures to ensure operational excellence. 25%

• Performs Supervisory Duties: coaching, performance management and people development, salary adjustments, transfers, resolves personnel problems, advises, and counsels subordinates, delegates workload, conducts team meetings. Ensures staff is highly skilled, cross-trained as needed, and motivated to meet financial center goals and objectives. 20%

• Serves as part of Loan Origination Process: answers client inquiries, collects information, processes loan applications (i.e. Consumer, Mortgages (referred), Home Equity, & Small Business Loans), performs loan closings where applicable. 10%

• Responds to Routine Legal Issues: Powers of Attorney, estates, trusts. 5%

• Lives Berkshire Bank's Be FIRST values and is a champion of corporate social responsibility and ethical standards. Utilizes client service skills to determine and meet client needs and performs more complex or unusual client operations.

• Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.

Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required.

Financial Center Manager or AVP, Financial Center Manager level is designated based on a combination of many factors, as well as individual branch needs and individual manager performance and capabilities.

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


• Supervisory experience

Skills & Knowledge:

• Customer service/sales skills


• Problem solving ability


• Strong communication skills


• Ability to handle multiple tasks


• Technically proficient in operations & procedures

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

Location

Albany, NY - 30 South Pearl St