BASIC FUNCTION
The AT & Financial Center Manager (FCM) is generally more experienced and is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management.
This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards. This position is also responsible for security of equipment and premises, financial controls, collections and loss handling, as well as daily opening and closing procedures. In addition, the incumbent may supplement platform sales and service responsibilities as required.
The AT & FCM is also responsible for the coaching, performance management and talent management of direct reports.
Approximately 50% of the AT & FCMs’ time is spent in the branch managing, observing, coaching and driving the internal sales and operational processes of the branch. Approximately 50% of their time is spent outside the branch developing business and participating in community/business related activities/events.
MAJOR RESPONSIBILITIES
- Manages and owns all facets of day-to-day branch operations
- Manages and owns the successful execution of the internal sales process by all staff to drive results
- Ensures all staff are providing an extraordinary customer experience by executing Spencer’s customer service behaviors
- Ensures all staff are operating proficiently with regards to branch operations, policies and procedures and compliance.
- Actively participates in in local community and business events to help get the bank’s brand out in the market
- Assists the VP Market Manager in creating the annual business plan for their financial center
- Creates, with the support of the Assistant Financial Center Manager, a monthly branch sales tactical plan to ensure branch sales goals are being met
- Ensure the branch meets and exceeds corporate audit and compliance audit expectations
- Participates in outside business development activities
- Responsible for managing branch profitability
- Responsible for ensuring the coaching & employee development process is conducted consistently on a monthly basis.
- Responsible performance management and talent management
- Handles scheduling to effectively meet branch productivity and efficiency standards
- Performs and reviews branch audits
- May perform other duties as requested
SUPERVISORY RESPONSIBILITIES
- Directly supervises Assistant Financial Center Manager & Financial Center Relationship Representative and indirectly supervises Financial Center Service Representatives
SKILLS
- Solid interpersonal skills, including listening, written and verbal communication
- Ability to work with a wide variety of personalities in a courteous and professional manner
- Solid math and analytical skills
- Ability to understand and follow safety and security practices
- Solid relationship building skills
- Ability (strong) to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities
- Strong customer service/advocacy skills
- Solid organizational and time management skills
- Solid PC skills; and the ability to quickly learn other computer programs, including Microsoft office
- Ability to evaluate others on their performance
- Ability to effectively coach, develop and manage staff performance
Education
- High School diploma is required.
Experience
- Minimum of 3 years financial center management/supervision experience preferred
- 3-5 years Sales/Service management preferred
Revised 07/11/2025
Salary Range: 78,468-124,007 annually
Benefits
- Holidays
- Vacation
- Health/Dental
- Vision Service Plan
- Short Term Disability
- Long Term Disability
- Life Insurance
- Flexible Spending Accounts
- 401k Savings Plan
- Tuition Reimbursement
- Employee Assistance Program
- Free Employee Checking Account
