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Financial Center Manager Associate

Location: Charlotte
Posted on: June 8, 2018

Job Description:

GENERAL FUNCTION: Selected Candidate will attend a 3-4 month on-boarding and education


program that includes rotations in Operations, Sales & Service, Small Business or Preferred and


Sales Management and a capstone project. The role will provide arobustlearning approach for


successful candidates to prepare for a Financial Center Manager role.





This program will require the ability to travel within the affiliate or Bancorp footprint for training,


required meetings and scheduling before, during and after the operating hours of a Fifth Third


Bank Financial Center.





After successful completion of the 3-4 month training program, candidates selected for the FCMA


role will have the opportunity to apply for a permanent Financial Center Manager or otherwise


appropriate position.





ESSENTIAL DUTIES & RESPONSIBILITIES:


1. Sales/Goals Function


A. Learn the sales function for the financial center and coach team members, setting the


example and tone for a strong sales environment.


B. Consistently execute, coach to and lead the defined sales and service process.


C. Partner with Retail staff to consistently meet and exceed sales goals as defined by the Retail


LOB and Affiliate Leadership, actively soliciting the various retail and Bancorp products.


D. Understand the complete consumer / commercial loan process.


E. Promote company products and services in the community by making regular outside calls, to


assist in the continuing growth of the office and company.


F. Partner with Retail staff to ensure that the call lists are actively worked, as well as any other


means for obtaining new business and retaining current business.


G. Develop and maintain close relationships with assigned business partners, such as Mortgage


Loan Officers, Business Banking Officers and Investment Representatives.


H. Upon program completion, to serve as an interim Financial Center Manager or assisting at


various area Financial Center locations until permanent placement is achieved.





2. Manager/HR Function


A. Partner with Retail staff to understand sales strategy, set priorities, direct, coach and delegate


sales responsibilities to the Personal Bankers. Consistent Execution of our Sales Management


process.


B. Understand and coach staff members on the importance of operational responsibilities / risk


activities impacting Retail.


C. Coach Retail staff to be able to interchange duties as necessary.


D. Partner with the Affiliate Leadership and Operation team to understand staffing model and


ensure appropriate staffing levels.


E. Actively participate in the selection of new employees, as well as the welcome to the


financial center and introduction to the staff.


F. Evaluate performance on a regular basis, providing constant coaching and guidance; provide


assistance to the staff in completing the promotion process.


G. Establish and facilitate regular sales and office staff meetings, and promote the participation


of the staff in the meetings.


H. Partner with Retail management to ensure that the staff receives proper training to


demonstrate abilities to sell, cross-sell and/or refer as appropriate, to reach own individual/team


sales goals.


I. Partner with Retail staff to ensure that there is constant communication to staff of the


financial center goals, and that individual sales and/or referral goals are set, and each staff


member is held accountable.


J. Take appropriate action for non-performance and reward for excellent accomplishments.


K. Be champion and supportive for the continuous education of policies and procedures to the


staff, to ensure that policy is adhered.


L. Provide service to customers and prospective customers on various banking matters, including,


the explanation and opening of new accounts, and professional resolution of problems/issues.


M. Maintain a position of trust and responsibility by keeping all customer business confidential.





3.Operations Function


A. Stay informed and act upon regular updates by the Retail Risk & Administration Manager


(RRAM), Retail Operations Manager and area management and Bancorp

Keywords: , Charlotte, Financial Center Manager Associate, PR / Public Relations, Charlotte, North Carolina

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