Financial Center Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the financial center job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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A Goldner

Armando

Goldner

85982 Dedric Well

Dallas

+1 (555) 637 1510

85982 Dedric Well

Dallas

Phone

p +1 (555) 637 1510

Experience Experience

Los Angeles, CA

Assistant Manager Camden 5th & Market Financial Center

Los Angeles, CA

Boehm-Gutmann

Los Angeles, CA

Assistant Manager Camden 5th & Market Financial Center

Assist the manager with resource management, operational excellence, managing partnerships, associate development and proficiency, and building and retaining customer relationships
Coach associates to be efficient and in compliance with established policies and procedures in customer service, operational procedures, transaction accuracy and customer engagement
Handle customer escalations; ensure enterprise complaint tracking is executed
Maintain the highest level of customer service in all actions and interactions
Ensure customers are connected to the best financial resources to help them achieve their financial goals
Ensure associate and customer safety
Provide exceptional client services, promptly respond to inquiries and requests regarding client accounts; partner with Private Client Groups and Group Directors to maintain an efficient business environment

San Francisco, CA

Financial Center Manager

San Francisco, CA

Sporer and Sons

San Francisco, CA

Financial Center Manager

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. -Manager/HR FunctionSetpriorities, direct and delegate sales responsibilities to the Relationship Manager(s), and ensure follow through on the completion/implementation of the designated sales activities
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. -Manager/HRFunctionSetpriorities, direct and delegate sales responsibilities to the Relationship Manager(s), and ensure follow through on the completion/implementation of the designated sales activities
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.-Manager/HRFunctionSetpriorities, direct and delegate sales responsibilities to the Relationship Manager(s), and ensure follow through on the completion/implementation of the designated sales activities
Sales/Goals Function Lead the Sales function for the financial center, setting the example and tone for a strong sales environment. Consistently meet and exceed profit, deposit, and loan sales goals as defined by the Regional Manager, activelysolicitingthe various retail and Bancorp products
Compile and create reports on financial data and perform internal reviews of financial center activity (large balances, overdrafts, new clients, general ledgers, etc)
Oversee the flow of cash and financial instruments in accordance with Signature Bank policy; organize and maintain supplies for bankers/tellers, forms, and resolve facility related issues
Train staff on bank policies, procedures, regulations, and transactions; assist Private Client Groups with changes and updates to policies and procedures, provide direction and expertise on transactions

present

San Francisco, CA

Financial Center Operations Manager

San Francisco, CA

Cassin, Ortiz and Schuster

present

San Francisco, CA

Financial Center Operations Manager

present

Manage the financial center operations
Risk and Operational Management
Provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks
Identify risks, prioritize areas of focus, educate associates on avoiding risks and create action plans to correct issues
Proven record of balancing risk and making sound decisions while achieving business goals
Track and manage service and operational performance metrics through monitoring of daily activities and reports; if necessary, develop, communicate and execute action plans to close gaps between goals and results
Ensure that in the event of a new procedure, product or operational change, associates are informed and properly executing the change in compliance with regulations and policy

Education Education

Undergraduate Degree in Responsibility

The University of Alabama

Undergraduate Degree in Responsibility

Skills Skills

Strong financial and business acumen including experience in managing profit and loss and interpreting financial reports to drive profitability
Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
Proficiency in computer skills and professional programs (for example, Microsoft Office)
Strong ability to build relationships and inspire trust across the organization
Proficiency in basic computer skills
Strong ability to present and convey information that influences and calls individuals to action
Proficiency in computer skills and professional programs, such as Microsoft Office
Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Work involves contact with the public, necessitating the ability to present a professional image
Demonstrated ability to influence and collaborate with others outside of reporting authority to

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15 Financial Center resume templates

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Michigan East-financial Center Manager Resume Examples & Samples

BCM I ensures customers needs are met by executing lobby leadership. Observe banking center team in action "through the eyes of the customer." Supervise and coach teams on proper execution of key banking center plays
Communicate with consumer market managers, conduct performance assessments and update staff on business developments
Manage all aspects of a successful business including resource management, operational excellence, managing partnerships, associate development and proficiency, building and retaining customer relationships
Proactively identify and manage risk in every business, product, and service transaction leveraging the Risk Framework
Create workforce stability by cultivating an engaged and well coached team
Demonstrate and model Bank of America core values
Understand and live the values that support our culture
Adhere to policies and procedures
Stay informed of key priorities and business updates
Execute sales and service plays and processes
May be required to work weekends and/or extended hours and regular, reliable attendance is critical.Qualifications
Sales management experience in the following fields: banking/financial services, mortgage, retail or hospitality

Small Business Spclst Nmls-nevada Financial Center Resume Examples & Samples

Bachelor's degree in business, accounting or finance, or equivalent work experience
One to three years of outside sales and customer service experience in the financial services industry
Strong product and new business development/b2b sales skills
Thorough knowledge of all applicable bank and branch policies, procedures and support systems
Excellent customer service and community relations skills
Demonstrated ability to make one-on-one and group presentations
Strong outbound telephone sales skills
Previous experience in a Relationship Banker, Small Business Banker or related role

Financial Center Manager Resume Examples & Samples

Sales/Goals Function
Operations Function
College degree or equivalent experience required. * Two (2) or more years experience in a
Position requires an in-depth knowledge of retail policies and procedures in order to utilize

Financial Center Manager, Oswego Resume Examples & Samples

Sales/Goals Function Lead the Sales function for the financial center, setting the example and tone for a strong sales environment. Consistently meet and exceed profit, deposit, and loan sales goals as defined by the Regional Manager, activelysolicitingthe various retail and Bancorp products
Promote company products and services in the community by making regular outside calls, to assist in the continuing growth of the office and company
Set priorities, direct and delegate operational responsibilities to the Customer Services Manager, and ensure follow through on the completion/implementation of the designated operational/risk activities
Hold overall responsibility for maintenance of the proper staffing levels according to the staffing model, with the day-to-day maintenance being held with the Customer Services Manager

Financial Center Manager Associate Resume Examples & Samples

Two (2) or more years experience in a sales environment preferred; experience in financial industry a plus
Position requires the ability to establish self as a leader, to not only perform in a leadership role, but to also be recognized by others as a leader, among the banking center staff, region and business partners
Must be able to work in a team environment with the ability to interact well, and in a positive manner, with subordinates, peers and upper management
This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)

Financial Center Manager Resume Examples & Samples

Sales/Goals Function Lead the Sales function for the financial center, setting the example and tone for a strong sales environment. Consistently meet and exceed profit, deposit, and loan sales goals as defined by the Regional Manager,activelysolicitingthe various retail and Bancorp products
Oversee the complete consumer loan process. Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applicationspassedtothe appropriate loan officer and maintaining relationship as appropriate
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. -Manager/HRFunctionSetpriorities, direct and delegate sales responsibilities to the Relationship Manager(s), and ensure follow through on the completion/implementation of the designated sales activities

Financial Center Manager Resume Examples & Samples

Proven sales management abilities
Demonstrated skill of people development
Ability to build relationships and inspire trust across the organization
Experience leading and building teams

Financial Center Manager Ii Big Rapids Resume Examples & Samples

Three (3) or more years experience in a sales environment preferred; experience in financial industry a plus
Position requires strong verbal and written communications skills
Some travel required

Financial Center Manager Resume Examples & Samples

Driving exceptional service levels within your branch through effective resourcing planning of the teller line and banking hall through your management team. Building on the Citi’s Net Promotor Score (NPS) through your individual branch customer base
Ensure, at every touch point within the branch, the customer experience is line with Citibank global banking proposition and brand
Manage and control Operational Risk within your branch. Ensure all regulation, compliance and control procedures adhered to
Manage a base of High Net Worth and emerging HNW customers that hold a total relationship balance of £75k and above through portfolios allocated to Citigold Relationship Managers and CitiGold relationship Officers
Deliver incremental revenue from your client base through netcash growth, investment revenue (on and off shore) and FX revenue
Manage a branch based P and L, understanding key revenue lines and cost drivers
Provide coaching and development of your teams
Wealth management leadership/ supervisory experience ideally in a retail banking environment, including resourcing, operations management and performance management
Good knowledge of managing a business P and L and key revenue lines
The ability to interpret revenue targets into operational delivery
Understanding of UK banking – ideal but not necessary
Relevant banking qualifications ACIB or degree level education is desirable

Financial Center FSA Trainee Resume Examples & Samples

Acquire series 7 & 66 (63 & 65 in lieu of 66) licenses within 120 days of hire
Complete all training and readiness activities required to become an FSA
Demonstrate strong awareness of enterprise-wide opportunities to serve our customers
Pro-actively build relationships with key partners
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
A respected business partner who adds value to the broader team and can diplomatically handle conflict; demonstrated ability to cultivate effective revenue generating partnerships with other LOBs
Ability to handle ambiguity and adapt to changing circumstances
An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client
3+ years of proven sales experience
In-depth knowledge of banking products and services and/or investment products and services
Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions desired
Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
Bilingual Spanish required
4 year degree desired, preferably in business related field 4+ years of Financial Center Experience in a sales or leadership role
Consistently exceeds all Financial Center goals (if applicable)

Financial Center Manager Resume Examples & Samples

Communicate the need to exceed metrics while emphasizing the importance of long-term strategies and goals
Adhere to, enforce and carry out internal and regulatory policies, procedures and processes
Responsible for choreography of customer traffic including direct routing of preferred customers to specialists from either the lobby or self-service area to help drive overall “One Team” revenue growth

Greater Philadelphia Market Assistant Manager 69th Street Financial Center Resume Examples & Samples

Provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks
Assist the manager with resource management, operational excellence, managing partnerships, associate development and proficiency, and building and retaining customer relationships
Assist with choreography of customer traffic including direct routing of preferred customers to specialists from either the lobby or self-service area to help drive overall “One Team” revenue growth
Ensure customers are connected to the best financial resources to help them achieve their financial goals
Maintain the highest level of customer service in all actions and interactions
Leverage available resources and technologies (tablets, bank by appointment, etc.) to optimize the customer experience and serve our customers with operational excellence and accuracy
Handle customer escalations; ensure enterprise complaint tracking is executed
Coach associates to be efficient and in compliance with established policies and procedures in customer service, operational procedures, transaction accuracy and customer engagement
Assist associates in handling more complex transactions and resolving issues that require an in-depth understanding of regulatory compliance and policy and procedural knowledge
Identify risks, prioritize areas of focus, educate associates on avoiding risks and create action plans to correct issues
Ensure associate and customer safety
Proven results exceeding goals in a customer-centric, results-driven environment
Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
Strong financial and business acumen including experience interpreting reports to drive performance
Proven record of balancing risk and making sound decisions while achieving business goals
Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service
Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Proficiency in computer skills and professional programs (for example, Microsoft Office)
Availability to work weekends and/or extended hours as required to run the business
Undergraduate Degree
Bilingual (fluent verbal and written)

West Orange Euclid Katella Financial Center Personal Banker Resume Examples & Samples

Minimum of one year of customer service experience
Ability to apply strong critical thinking and problem solving skills to meet customer’s needs
Spanish or Vietnamese Bilingual (fluent verbal and written) skills

Assistant Manager Camden 5th & Market Financial Center Resume Examples & Samples

Provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks
Assist the manager with resource management, operational excellence, managing partnerships, associate development and proficiency, and building and retaining customer relationships
Assist with choreography of customer traffic including direct routing of preferred customers to specialists from either the lobby or self-service area to help drive overall “One Team” revenue growth
Ensure customers are connected to the best financial resources to help them achieve their financial goals
Maintain the highest level of customer service in all actions and interactions
Leverage available resources and technologies (tablets, bank by appointment, etc.) to optimize the customer experience and serve our customers with operational excellence and accuracy
Handle customer escalations; ensure enterprise complaint tracking is executed
Coach associates to be efficient and in compliance with established policies and procedures in customer service, operational procedures, transaction accuracy and customer engagement
Assist associates in handling more complex transactions and resolving issues that require an in-depth understanding of regulatory compliance and policy and procedural knowledge
Identify risks, prioritize areas of focus, educate associates on avoiding risks and create action plans to correct issues
Ensure associate and customer safety
Proven results exceeding goals in a customer-centric, results-driven environment
Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
Strong financial and business acumen including experience interpreting reports to drive performance
Proven record of balancing risk and making sound decisions while achieving business goals
Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service
Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Proficiency in computer skills and professional programs (for example, Microsoft Office)
Availability to work weekends and/or extended hours as required to run the business
Undergraduate Degree
Bilingual (fluent verbal and written)

Financial Center Manager Resume Examples & Samples

Responsible for choreography of customer traffic. Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth
Responsible for servicing commercial, small business and mass market customers using self-service technologies (for example, ATM, online and mobile capabilities) or with support from RBs
Hold associates accountable to delivering against our revenue strategy
Successfully resolve customer issues and escalations professionally and in a timely manner
Responsible for associate and customer safety
Bilingual (fluent verbal and written) Portuguese Preferred

Financial Center Operations Mngr-19th & Market Financial Center Resume Examples & Samples

Manage the financial center operations
Provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks
Identify risks, prioritize areas of focus, educate associates on avoiding risks and create action plans to correct issues
Ensure that in the event of a new procedure, product or operational change, associates are informed and properly executing the change in compliance with regulations and policy
Track and manage service and operational performance metrics through monitoring of daily activities and reports; if necessary, develop, communicate and execute action plans to close gaps between goals and results
Ensure day-to-day service and sales activities comply with standards for customer and operational excellence and meet regulatory compliance requirements
Ensure associate and customer safety
Ensure a customer experience consistent with our brand
Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth
Capitalize on all referral opportunities to help customers obtain the full value of their Bank of America relationship
Leverage available resources and technologies (tablets, bank by appointment, etc.) to optimize the customer experience and serve our customers with operational excellence and accuracy
Provide a value-added customer experience that leads to improved satisfaction and sales
Handle customer escalations in the absence of the FCM; ensure enterprise complaint tracking is executed
Own resource management for the financial center
Assist associates in handling more complex transactions and resolving issues that require an in- depth understanding of regulatory compliance and policy and procedural knowledge
Coach associates to be efficient and in compliance with established policies and procedures in customer service, operational procedures, transactions accuracy and customer engagement
Proven results exceeding goals in a customer-centric, results-driven environment
Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
Strong financial and business acumen including experience interpreting reports to drive performance
Proven record of balancing risk and making sound decisions while achieving business goals
Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service
Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Proficiency in computer skills and professional programs (for example, Microsoft Office)
Availability to work weekends and/or extended hours as required to run the business
Undergraduate degree
Bilingual (fluent verbal and written)
Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality

Auburn Financial Center Resume Examples & Samples

Proactively manage risk in every business, product and service transaction leveraging available tools
Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach etc
Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: AML, appropriate disclosures, etc.)
Excellent oral and written communication skills with strong influencing skills
Pass relationship banker pre-employment assessment
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Bachelor’s or business relevant associate degree (example, business management, business administration, finance)

Financial Ctr Mgr-19th & Thunderbird Financial Center Resume Examples & Samples

Know the center’s customer base, including top clients; understand their needs and connect them with teammates who can help them with their financial needs
Foster a client-centric environment whereby associates are accountable for delivering an exceptional customer experience and exceeding customer experience metrics
Lead the lobby and choreography of customer traffic including direct routing of customers to specialists to help drive overall “One Team” revenue growth
Ensure all appointments are assigned to the appropriate financial center associate
Drive client relationship management and assist with sales and sales leadership
Understand the drivers of, and opportunities to enhance, client satisfaction in the center
Ensure tight connection with the market sales manager and other “One Team” leaders/partners
Service customers using self-service technologies, such as ATMs, online banking or mobile banking
Hold associates accountable to deliver against our revenue strategy
Responsible for oversight of associates in the center
Observe, model and coach the financial center team on proper execution of risk and service strategy
Personally invest in talent through interviewing and hiring service and operational associates
Ensure training is completed on time, and continue investment in ongoing education
Drive associate performance through active and continuous coaching, continued education and performance plans
A minimum of three years recent experience building, leading, managing and coaching a sales and service team
Proven results exceeding goals in areas of sales, service, leadership and talent management in a customer-centric, results-driven environment
Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
Strong financial and business acumen including experience in managing profit and loss and interpreting financial reports to drive profitability
Proven record of balancing risk and making sound decisions while achieving business goals
Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service
Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Proficiency in computer skills and professional programs, such as Microsoft Office
Ability to pass pre-employment assessments and compliance requirements
Availability to work weekends and/or extended hours as required to run the business
Bachelor’s degree
Bilingual (fluent verbal and written)
Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality
Direct or indirect client portfolio management experience

El Sobrante Financial Center Resume Examples & Samples

Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
Bilingual in Punjabi (fluent verbal and written) skills
Bachelor’s degree or business relevant associate degree (examples: business management, business administration, finance)

Financial Center Manager Resume Examples & Samples

Advanced knowledge of banking products, systems, policies/procedures and regulations
Strong ability to build relationships and inspire trust across the organization
Strong ability to present and convey information that influences and calls individuals to action

Rollingwood Financial Center Resume Examples & Samples

Apply strong critical thinking and problem-solving skills to meet customers’ needs
Available to work weekends and/or extended hours as required to run the business
Bilingual in Spanish (fluent verbal and written) skills

Personal Banker Freedom Financial Center Resume Examples & Samples

Identify customer deposit, credit, mortgage, saving and small business banking needs
Skilled in assessing customer/client needs, providing solid advice/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities with new and existing customers/clients
Ability to demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

Teller, Myers Financial Center Resume Examples & Samples

Provide industry leading service
Complete transactions according to established guidelines (complexity of transactions performed varies by Teller level)
Identify referral opportunities and makes appropriate referrals
Participate, support and develop effective relationships with all branch partners including branch teammates, Regional Operation Manager, Financial Advisors, etc
Ensure compliance with internal controls, operational procedures and risk management policies
Pursue on-going education of SunTrust products, services, and other lines of business
Ensure that all business transactions and practices in the individual's span of control comply with all regulations and the SunTrust Code of Conduct
Previous work-related experience involving face-to-face interactions with clients and the handling of cash or payment transactions
Basic math and numeric sequencing aptitude
Willing and able to follow instructions and work under established guidelines
Retirement Plan - 401k with matching
Time away from work - vacations and holidays
Professional development - SunTrust University, an in-house career growth and employee development program
Tuition Assistance - financial help for going back to school

Northern Ca-gold River Financial Center Resume Examples & Samples

Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth
Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Six months of cash handling experience

Branch Associate / Plaza Financial Center Resume Examples & Samples

(BA) Some customer service and cash handling experience / (Sr. BA) 6 months branch associate
High school diploma required; College degree preferred
Retail sales experience preferred
Must display a friendly and helpful attitude and have the ability to interact positively with
Must have a focus for sales
Must have keyboarding skills
Must be able to lift up to 50 pounds throughout the day
The position requires regular and predictable attendance and the ability to be punctual
This position has no unusual physical requirements
Nearly all work is performed in a climate-controlled indoor facility during normal business hours, including weekends
This position requires on-going situational awareness of the facility and of the people in and around the facility to ensure personal and environmental safety
Interruptions from customers, peers, managers or others are present with the need to prioritize tasks
This position requires continuous standing, walking and manipulating objects as well as the ability to continuously view information on documents and on a computer screen and to conduct written and verbal communication
This position frequently requires bending or stooping as well as the ability to lift and/or carry up to 50 pounds
This position occasionally requires the ability to sit or to kneel
Rarely, this job may require the ability to climb stairs

Teller Coordinator Stuart Financial Center Resume Examples & Samples

Retirement Plan â€“ 401k with matching
Time away from work â€“ vacations and holidays
Tuition Assistance â€“ financial help for going back to school

Co-financial Center Resume Examples & Samples

Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients
Actively use and leverage current technologies to better understand the technology solutions available to improve our customers financial lives
Ability to learn and understand technology to assist customers with self-service needs
Apply strong critical thinking and problem-solving skills to meet customers needs
Displays passion, commitment and drive to deliver an experience that improves our customers financial lives
Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.)
All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates proficiency, meaning their ability to perform the critical job tasks and demonstrate the key how behaviors
Bachelors degree or business relevant associate degree (examples: business management, business administration, finance)

Financial Center Manager Resume Examples & Samples

Know the centers customer base, including top clients; understand their needs and connect them with teammates who can help them with their financial needs
Lead the lobby and choreography of customer traffic including direct routing of customers to specialists to help drive overall One Team revenue growth
Ensure tight connection with the market sales manager and other One Team leaders/partners

Financial Center Manager Resume Examples & Samples

Oversee the operation of the entire financial center
This includes loans, deposits, other referral products, and service quality while managing a complement of exempt and non-exempt personnel
As the primary business development officer, is responsible for the expansion of existing business relationships, the development of new business and calling on both prospective and existing clients
Primarily responsible for providing sales leadership for the financial center, which includes overseeing both the inside and outside sales efforts of the center's employees
Directs financial center activities, maintaining appropriate operational, and credit risk management and security oversight in compliance with applicable laws and regulations
Extends credit to businesses and/or individuals through a wide variety of commercial, consumer, real estate, and agricultural loans. Responsible for community development and relations. Other duties as assigned
Requires an associates degree and 1+ year branch banking or other directly related banking or retail management experience
Some supervisory or management experience required
An equivalent combination of education and experience may meet qualification
Knowledge of the banking industry, including lending and banking products
Must have excellent customer service and management skills
Ability to make sound decisions, build relationships and work with a variety of clients, employees and management
Requires effective communication skills

Financial Center Splst Resume Examples & Samples

Business acumen - Collaboration (Team Building)
Demonstrate adaptability (agility)
Innovation
Advanced knowledge of P&C and enterprise systems

AH Financial Center Manager Resume Examples & Samples

Three and a half years retail sales experience serving consumer or small business clients with two years leadership and coaching experience or Two and a half years financial sales and service experience with at least one year previous experience in a leadership and coaching role
Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
College courses with focus on business, finance or accounting
Five and a half years financial sales and service experience in a retail branch environment with two and a half years direct supervisory and coaching experience
Previous experience as a Client Service Manager or In-store Assistant Branch Manager and Personal Banker or In-store Financial Services Representative at SunTrust Bank or comparable roles at another financial institution
Completion of Core STU Curriculum Training as well as corresponding Branch Manager coursework
Knowledge of retail bank branch operations, policies and procedures

Financial Center Manager Resume Examples & Samples

Manage Financial Center operations; supervise Bank Tellers including performance management, coaching, hiring, training, terminations, etc
Resolve and handle escalated transactions; make risk-based decisions and discus with Private Client Groups to minimize risks to the bank
Provide exceptional client services, promptly respond to inquiries and requests regarding client accounts; partner with Private Client Groups and Group Directors to maintain an efficient business environment
Train staff on bank policies, procedures, regulations, and transactions; assist Private Client Groups with changes and updates to policies and procedures, provide direction and expertise on transactions
Oversee the flow of cash and financial instruments in accordance with Signature Bank policy; organize and maintain supplies for bankers/tellers, forms, and resolve facility related issues
Compile and create reports on financial data and perform internal reviews of financial center activity (large balances, overdrafts, new clients, general ledgers, etc)
Assist Private Client Groups with wires, new account applications and documentation; may assist in developing client relationships
Minimum 2 years Management experience handling financial center operations, compliance, and supervising staff required (i.e. Assistant Branch Manager)
Minimum 4 years Banking experience required; experience servicing private clients, business accounts or commercial banking strongly preferred
Excellent analytical skills, able to find solutions, resolve issues, manage multiple projects and priorities
Client-service oriented and enthusiastic team player; able to maintain positive relationships with clients, various Private Client Groups, Directors, etc
Demonstrated integrity, tact, and professionalism; must work well in a demanding dynamic environment
Strong leadership skills and ability to direct, coach, motivate and supervise staff
Superb interpersonal, communication, and collaborative skills required
High School Diploma or GED required; College Degree a plus

Financial Center Manager Resume Examples & Samples

Influential Leader – Ability to influence teammates and business partners
Top Performer – Achieves and consistently sustains top performance levels
Dynamic Communicator – Highly effective in both verbal and written communication skills
Master Planner – Ability to manage multiple priorities
Associate Drive – Passion for associate, ability to deliver high impact coaching

Financial Center Assistant Manager Resume Examples & Samples

Assist in achieving financial center strategic goals through their own production, as well as the oversight of inside sales and service
Personal production to include identifying and addressing client needs and providing solutions which include new accounts, consumer loans, performing client service issues, and responding to more complex client complaints and questions
Make appropriate referrals for other bank products and services, including commercial lending products
Ensure Tellers are properly trained and able to refer prospects/clients to other bank products and services
Provide sales leadership for the tellers in the Financial Center, which includes overseeing both the inside and outside sales efforts of those employees
Be responsible for coaching, mentoring and monitoring service levels of tellers within the Financial Center
Work closely with Regional Sales Manager and Area Operations Manager in order to achieve sales and service objectives while maintaining operational integrity
Be responsible for hiring, coaching and discipline decisions in partnership with Financial Center Manager
Requires a bachelor’s degree or equivalent
2+ years of retail banking/management, sales, new accounts, customer service, loan processes or other directly related experience
A combination of education and experience may meet requirements
Knowledge of the banking industry, processes, procedures, regulations and products
Strong customer service, relationships building, sales and management skills
Ability to handle various client concerns and problems

Personal Banker, Myers Financial Center Resume Examples & Samples

Utilizing resources to conduct effective consultative client conversations
Providing financial solutions that meet client needs such as deposit and credit and including all product and service lines
Referring to other line of business partners for additional business growth opportunities. Partners include, but are not limited to: Financial Advisor, Mortgage, Trust, Wealth, Business Banking, Treasury Services, and Merchant Services
Two years experience as a Client Service Specialist, In-Store Financial Services Representative, or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; three years experience in a sales and service based position in a retail environment
College level courses in subject areas such as business, finance or accounting
Completion of Core and Intermediate STU Curriculum Training as well as corresponding PB course work
Strong probing and listening skills to uncover client needs
Ability to respond in a professional manner with a high level of service quality
Understanding of consumer and business lending instruments as well as deposit products
Demonstrated ability to meet or exceed sales goals

Financial Center Manager Resume Examples & Samples

Demonstrated ability to influence and collaborate with others outside of reporting authority to
Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service
Availability to work weekends and/or extended hours as required to operate the business

Manager, BFO Financial Center Channel Resume Examples & Samples

4 + years developing financial forecasts
Ability to think critically and analytically and work efficiently in order to provide accurate analysis and execution of objectives, often in a time sensitive manner
Ability to work with large amounts of data from multiple sources and create daily, weekly and monthly reporting
Experience partnering with many teammates across the organization
Advanced Access
Familiarity with reading, writing and editing Excel and Access Macros

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