Financial Center Manager at Fulton Bank
East Petersburg, PA 17520
About the Job
Requisition ID: 2024-21096
Category: Retail/Branch Banking - Pennsylvania
# of Openings: 1
Position Type (Portal Searching): Full-Time
East Petersburg
Lancaster
FLSA Status: Exempt
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
Financial Center Manager position available at our East Petersburg Financial Center located in East Petersburg, PA, Lancaster County.
The primary responsibilities as the leader of a financial center/s are to lead all aspects of financial center performance and to drive sales growth and service excellence while fostering a culture of success. Incumbents will focus on talent development, individual and team sales performance with consumer and small business clients, community engagement, operational excellence, and strategic leadership to achieve and surpass the financial center's goals and overall success for Fulton.
Responsibilities
- Drive Sales Performance: Utilize Fulton’s sales process and the Customer Relationship Management (CRM) tool to align key activities and behaviors needed to achieve and exceed sales growth for both new and existing customers within the consumer and business segments. Establish employee performance expectations and development plans to identify areas for improvement and set clear, actionable goals. Leveraging the CRM, cultivate meaningful relationships with customers, whether onboarding new clients or nurturing existing relationships, with a consistent approach to foster trust and loyalty. Handle complex customer inquiries with tact and efficiency.
- Leadership and Coaching: Actively utilize Fulton coaching models and feedback mechanisms to guide Financial Center employees towards goal attainment and sustained performance excellence. This role involves consistent coaching and mentoring of employees to help them realize their full potential. Through personalized guidance, role play, customized learning and support, empower the team to overcome challenges, develop key competencies, and excel in their roles.
- Business Development and Community Engagement: Build and maintain a strong network within the local community. Engage with individuals, small businesses, and community organizations, identifying opportunities to promote our small business banking products and services. Participate in networking and in community activities including non-profit board/committee positions to position Fulton as a valuable partner within the community. Be active on non-profit boards / committees in the community.
- Operational Excellence: Oversee the implementation of internal processes and procedures, ensuring compliance with all risk management initiatives and regulations. Evaluate and optimize the efficiency of our operations to maximize profitability and deliver an exceptional customer experience. Handle escalated customer issues with professionalism and efficiency.
- Manage and Develop Talent: Plan, assign, and evaluate the work of the Financial Center team. This involves screening and selecting top-notch candidates, providing guidance and coaching, establishing clear goals and objectives for each team member. Monitor volume, workflow, and quality, and manage performance, including performance appraisals and pay recommendations, to ensure that the team is motivated and performing at their best.
- Strategic Leadership: Extend beyond financial center and contribute to broader business and corporate initiatives. Consistently reinforcing our strategic goals to the team and stakeholders, leading through organizational change, and partnering with the Commercial segment will be integral. Champion cultural activities and participate in focus groups and task forces to drive continuous improvement.
Additional
Qualifications
Education
Bachelor Degree or the equivalent experience. Specialty: Business or other applicable. (Required)
Experience
5 or more years Banking, Financial Services or Sales. (Required)
3 or more years leading Sales, Operations or Risk Management. (Required)
Knowledge, Skills, and Abilities
- Ability to motivate a sales team, set expectations and drive accountability (Required)
- Small Business Banking Acumen (Required)
- Collaboration skills (Required)
- Passion and enthusiasm to meet and exceed goals (Required)
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
EEO Statement
Fulton Bank (Fulton) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
NMLS
This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.
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