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Financial Center Manager I - Main Financial Center

Broadway Bank
vision insurance, paid time off, tuition reimbursement
United States, Texas, San Antonio
Dec 27, 2024

Position: Financial Center Manager I - Main Financial Center | Division: Retail FC

Work Days: Monday - Friday, & Rotating Saturdays | Hours of Operation: Monday -Friday, 7:10am-6:15pm, rotating Saturdays, 8:45am-1:15pm

Why Broadway Bank:

We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.

Position Overview:

This role is
responsible for leading the financial center to deliver an exceptional banking
experience that fosters lasting relationships with customers. It encompasses
executing the strategic direction for sales and service within the financial
center, maximizing the delivery of all capabilities of Broadway Bank to
clients.

Essential Functions:

  • Leverage
    available data resources (e.g., EnAct, Client Reports, Household trends)
    to maximize client potential and meet or exceed established goals.
  • Coordinate
    sales and service activities with the Group Manager and Specialist
    partners to implement effective target strategies within and across the
    team of Financial Centers.
  • Conduct
    outbound sales calls and engage in community service and civic involvement
    as appropriate to ensure a satisfactory return on investment aligned with
    target sales and service strategies.
  • Lead the
    financial center's Values in Action efforts to ensure team performance
    reflects the bank's cultural standards.
  • Observe, coach,
    and mentor Relationship Bankers to ensure effective delivery of sales and
    service objectives.
  • Ensure a
    comprehensive understanding of the bank's products and services among the
    Financial Center team to identify and source opportunities for all lines
    of business.
  • Manage and
    execute effective sales campaigns and strategies, utilizing the strengths
    of individual team members to maximize overall team results.
  • Establish and
    maintain service standards to consistently provide an excellent customer
    experience.
  • Conduct
    interviewing and hiring processes for financial center personnel.
  • Perform
    performance evaluations and corrective actions as necessary.
  • Manage time
    systems and maintain staffing in accordance with target models.
  • Oversee weekly
    and vacation schedules to ensure adequate staffing in line with coverage
    expectations, maintaining customer service standards.
  • Provide
    guidance to team members on above-limit transactions (e.g., wire
    transfers, check cashing, cashier's checks).
  • Ensure timely
    completion of mandatory compliance training for Financial Center
    employees.
  • Ensure the
    accurate completion of assigned audit duties, verifying that proper
    controls are in place.
  • Manage expenses to keep the
    Financial Center within the budget plan.
  • Enforce
    adherence to established policies, procedures, and regulatory guidelines.
  • Act as the
    operations Subject Matter Expert for Specialists and other line of
    business partners to ensure safety and compliance with security protocols.
  • Manage Key
    Performance Indicators to meet expected levels of quality and accuracy.
  • Maintain the
    appearance and operational integrity of the physical location, reporting
    issues in a timely manner according to established security expectations.
  • Perform other
    duties as assigned by the Group Manager of Relationship Bankers.
  • This position may require travel within the Bank's geographic area.
  • Must be able to work onsite, as working remotely is not an option for this position.


Experience & Education:

  • 5+ years of experience in financial institutions, preferably in leadership roles.

  • At least 3 years of experience in a supervisory role, with a focus on sales management and financial center operations.

  • High School diploma is required; a four-year college degree is preferred.

Skills & Qualifications:

  • Proven effective communication skills.
  • Cultural intelligence with an ability to engage diverse teams.
  • Strong talent management and team engagement capabilities.
  • A drive for operational excellence and continuous improvement.
  • Demonstrated ability to manage sales and service functions effectively.
  • Strong analytical skills to leverage data for decision-making.
  • Exceptional interpersonal skills to foster team collaboration and motivation.

Other Requirements:

  • Register and maintain registry as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry and in accordance with the Secure and Fair enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
  • Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator in accordance with Regulation Z.
  • Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
  • Occasional overtime or extended hours may be required.

We're a culture that offers resources to benefit your overall health and well-being:

  • Employee Impact Groups
  • Career Development and Mentorship Programs
  • Generous paid time off, minimum 4 weeks
  • Employee recognition, awards, and events
  • Free vision insurance
  • Retirement matching
  • Tuition reimbursement

This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Broadway Bank is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic data or other legally protected status.

Member FDIC

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