Financial Center Job Description
Financial center
provides end-to-end comprehensive guidance and solutions to small business clients by uncovering their life priorities and matching them with financial solutions.
Financial Center Duties & Responsibilities
To write an effective financial center job description, begin by listing detailed duties, responsibilities and expectations. We have included financial center job description templates that you can modify and use.
Sample responsibilities for this position include:
Oversee the complete consumer loan process
Develop and maintain close relationships with assigned business partners, such as Mortgage Loan Officers, Business Banking Officers and Brokerage Representatives, to ensure that established goals for each business line are met
Hold team responsible for the ability to interchange duties as necessary
Provide a broad range of financial consulting/planning services to our individual customers/participants at existing mega and large institutions and our k-12 new markets, ensuring asset retention and growth
Develop and implement a sound business plan to focus on proactive and innovative branch initiatives to promote branch growth, customer retention and achievement of all annual production goals, key objectives and priorities
Ensure Financial Center's compliance with bank procedures, internal controls, and FFC Code of Conduct
Provides guidance, leadership, and coaching to the Operations Manager & platform staff
Participates in and manages the lending function of the branch to include both consumer and small business
Actively involved in the outside calling program developing existing customers, centers of influence, and prospects
Responsible for handling incoming calls from customers and placing outbound calls to meet sales goals and assist with loan questions
Financial Center Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Center
List any licenses or certifications required by the position: CHAA, CFP, CPA, CMA, ALM, PLANNER, FINANCIAL, CERTIFIED, PMP, TSG
Education for Financial Center
Typically a job would require a certain level of education.
Employers hiring for the financial center job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, General Education, Leadership, Performance, Sound, Business/Administration, Communications, Coaching, Marketing
Skills for Financial Center
Desired skills for financial center include:
Financial services industry
Products and solutions
Clients’ financial life priorities and connect them to our solutions that meet their financial goals
Clients’ financial life priorities and connect them to Bank of America solutions that meet their financial goals
Small business products and services
Banking products and services
Clients’ financial life priorities and effectively positioning additional Bank of America products and services
Investment products and services
Clients’ business priorities
Effectively positioning additional Bank of America products and services
Desired experience for financial center includes:
Strong ability to read, analyze and interpret financial reports and legal documents
Work includes frequent travel throughout the assigned geographic area
Drives business results and ensures revenue/product goal attainment
Collaborates with various internal departments to implement annual marketing plan
Executes business initiatives including targeted marketing and outbound campaigns
Ensures team members identify appropriate product solutions and inspires members to take action
Financial Center Examples
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Financial Center Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial center. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial center
- Opens accounts and refers for other Wells Fargo products and entities
- Assists with questions regarding loans
- Builds rapport with customer by maintaining contact throughout the lending process
- Leads the financial center to increase growth and profitability using a consultative approach and a structure process of providing coaching and support, consisting of coaching and support to drive improved associate performance
- Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover finanical needs and tailor product and serivce solutions to meet the client’s overall finanical needs
- Conducts outside calling activities to generate new small business relationships and to maintain and expand existing consumer and small business relationship
- Proactively cross-selling to existing customers
- Delivering personalized product/service recommendations and working with the customer to implement financial plans either directly or by leveraging the appropriate FT specialists or alternate delivery channels
- Proactively monitoring ongoing customer needs and market trends and meet individual and financial center sales goals
- Establishing goals and monitoring the performance of the center and individual employees
Qualifications for financial center
- Ensures employees understand how the tasks they perform support the Mission
- Manages a team of front-line employees who provide sales, service, accounting and/or underwriting activities to members through a variety of insurance, lending and banking products
- Responsible for employee development through regular coaching and timely feedback
- Manages employee performance and facilitates professional development and career progression
- Conducts performance evaluations, salary reviews, corrective actions, career counseling and resolution of employee issues
- Ensures appropriate risk analysis, pricing and compliance with internal and regulatory policies
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Financial Center Job Description
Job Description Example
Our company is looking to fill the role of financial center. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial center
- Meets or exceeds Sales Activity Minimum Expectations for FC Manager and individual sales goals
- Develops and maintains a leadership role in the community to further enhance FTN’s image and expand business development
- Coordinates and oversees the daily operational activities of the Financial Center
- Utilize the fundamentals of our Sales Process and Customer Experience in order to successfully follow a structured approach to customer on-boarding, expanding and retaining existing relationships and identifying referrals for all bank products including loans
- Participates in all staffing decisions, interviews, work schedules, promotions, hiring, cross training, and assignments of responsibilities to ensure the right people are available to meet customers' needs
- Will handle inquiries from employees who are participants in equity compensation plans offered by their employers
- Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics
- Functional support areas include products and services, Online (client website) and Mobile app, and general account or financial related inquiries
- Plan, assign and evaluate the work of staff, screen and select candidates, provide guidance and coaching, establish individual goals and objectives, monitor volume, workflow and quality, manage performance to include conducting performance appraisals, make pay recommendations, partner with Human Resources to resolve employment related issues
- Oversee the implementation of established internal operating processes and procedures, ensure adherence to all risk management and compliance initiatives and applicable regulations, evaluate operating efficiency of the Center and make adjustments to maximize efficiency, profitability and deliver the optimal customer experience, resolve escalated customer issues
Qualifications for financial center
- Maintains compliance with policies, procedures and regulations
- Responsible for Financial Center audits
- Other duties as assigned (on call 24/7, may be responsible for center start up)
- Bachelor’s Degree 4 or an additional years (8 total) of Banking or Insurance experience may be substituted in lieu of a Degree
- If you don’t already have your life insurance agent’s licence and accident & sickness agent’s licence you must be willing and able to obtain these prior to taking on the role
- If you are not already a registered mutual funds representative you will be required to become registered and obtain your branch manager licence
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Financial Center Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of financial center. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial center
- Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product and service solutions to meet the client’s overall financial needs
- Engage customer in accordance with internal customer experience initiatives, determine banking needs, execute sales process and internal referrals in an effort to gain new business and retain/expand existing relationships
- Implement prescribed risk management, security and compliance procedures, coordinate location compliance audit, engage internal audit and compliance staff, provide recommendations for improved performance
- Assist Management with staff selection, onboarding, scheduling and performance, provide coaching to staff, resolve complex or escalated customer issues, monitor employee engagement and progress against performance goals
- Participate in off-site networking, customer engagement and sales events
- Review the financial aspect of loan packets and handle quality assurance/follow up
- Handles 15-25 calls daily and manages a pipeline of about 20
- Follows strict company guidelines for commercial loan compliance
- Support branch profitability by exceeding all personal sales goals as determined by management
- Answer telephone and greets clients, coordinate meetings and administration of client inventory
Qualifications for financial center
- Bachelor's degree (preferably in a business related field) from an accredited university or equivalent experience
- State Life & Health Insurance licenses preferred
- 1 year experience managing and leading a team is preferred
- Demonstrated experience in developing new to bank small business relationships with annual revenues up to $1 million preferred
- Ongoing professional development to deepen your skills as the industry evolves and changes
- Personally investing in talent through interviewing and hiring financial center employees
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Financial Center Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of financial center. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial center
- Ability to provide basic on-site technical support/organizational acumen to escalate and engage technical partners
- Manages all goal attainment, service, marketing and operations of the banking center
- Demonstrate and educate associates to share the banks full scope of resources, including traditional in branch services, digital capabilities, and business partner resources
- Meet regularly with staff(s) regarding time management, communication skills, goal progress, regular business, bank security and operational policies to build employees’ confidence, competency and efficiency
- Recruit, train, develop, evaluate and coach staff to ensure expectations for their positions are met
- Ensure that personal, associates and branch goals are met by providing valued solutions and recommendations uncovered through a needs-based philosophy
- Lead a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
- Responsible to grow existing and develop new small business banking relationships within the market through outside client-facing activity
- Maintain a high level of client satisfaction by retaining and developing highly engaged associates
- Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
Qualifications for financial center
- A world-class suite of employee benefits
- A bachelor’s degree, preferably in a business-related field
- Opportunities to connect with experts including relationship managers, small business consultants, investment advisors, and lending officers
- Highly professional, career driven
- Collaborative professional skills that lead to a collegiate and partnered approach to meeting objectives
- Has 3+ years’ of demonstrated experience building, leading, managing and coaching a team
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Financial Center Job Description
Job Description Example
Our company is hiring for a financial center. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial center
- Leads the financial center to increase growth and profitability using a consultative approach and a structure process of providing coaching and support that drives improved associate performance
- Assists in the responsibility to manage the lobby by actively engaging, greeting and directing client lobby traffic
- Responsible for ensuring completion of the Staffing and Scheduling coordination and duty assignments to ensure efficient operation of the financial center
- Supports the Bank's strong risk management culture through awareness, knowledge, and sound decision making
- Assists in the responsibility of managing the lobby by actively engaging, greeting, and directing lobby traffic
- Maintains a superior culture of service by actively identifying, coaching, developing, training, motivating, and supporting associates to establish and maintain relationships with clients and to provide an overall meaningful client experience
- Manages existing clients and prospects with strong external outreach
- Conducts calling activities to generate new small business relationships and to maintain and expand existing consumer and small business relationship
- Ensures effective lobby management, which includes actively engaging, greeting, and directing lobby traffic, while promoting Digital alternatives to all prospects and existing clients
- Supports and is responsible for the Bank's strong risk management culture through awareness, knowledge, and sound decision-making
Qualifications for financial center
- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
- Experience in mortgage, retail or hospitality
- Experience working in an environment with individual and team goals where goals were routinely met or exceeded
- This position requires National Mortgage Licensing System and Registry (NMLS) registration
- Drives business results and ensures revenue/product goal attainment, creates volume and demand generation for the local market financial center(s)
- High military acumen