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The Financial Center Assistant Manager will manage all aspects of financial center operations. The position will be accountable for customer satisfaction, ensuring the financial center is compliant with all bank policies and procedures, and will contribute in achieving bank sales objectives and targets. This position will also actively participate in referring products and services to customers based on their financial needs.

Responsibilities:

Manage the financial center operations staff to ensure operational efficiencies and optimum customer service is achieved

Responsible for interviewing and selection of non-exempt operations staff

Conduct onboarding and training of operations staff

Manage performance of staff and provide timely feedback

Partner with Human Resources relative to disciplinary action and/or involuntary separations

Manage schedules and workflow

Ensure compliance with operating policies and procedures

Conduct regular one-on-one meetings with direct reports

Conduct training to reinforce policies and procedures pertaining to financial center operations

Ensures completion of required annual training requirements (BAI)

Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures - as needed

Open new accounts, including but not limited to checking, savings, CD's, IRA's, Business

Process maintenance, operations and correspondence for new and existing accounts

Provide account services to customers by receiving deposits, verifying cash and endorsements, cashing checks, accepting savings deposits and withdrawals

Verify customer identity, endorsements, and signatures while maintaining alertness for forgeries, stop payments, fraudulent items, and false identificat

Admit customer to safe deposit box

Originate consumer or small business lending

Provide transaction overrides and approvals within authorized limits

Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty

Assist Financial Center Manager with overall management of the financial center

Exercise administrative control over all functions of the financial center including audit and compliance, staffing, employee coaching and motivation

Facilitate financial center meetings for delivery of vital operational information

Oversee building and grounds maintenance and report any issues to Facilities Department

Demonstrate and promote high ethical standards and behaviors in accordance with the values of Independent Financial

Build internal and external relationships through exceptional problem resolution, ownership, and follow-through. Promotes teamwork, cooperation, and collaboration

Stay informed of policy changes/updates and communicate information to financial center team in a timely manner

Support growth, retention, and profitability of accounts to meet sales goals and revenue growth of the financial center

Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients

Actively participate in community programs and activities to promote the Bank and generate new customer relationships

Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives

Participate in weekly coaching sessions with financial center leadership

Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions

Cross-sell all products and... For full info follow application link.