Liberty Savings Bank · 15 hours ago
Financial Center Client Services Manager
Sarasota,FL,US
Full-time
Onsite
Mid, Senior Level
3+ years expLiberty Savings Bank is a financial institution seeking a Financial Center Client Services Manager to oversee daily operations and ensure exceptional customer service. This role involves managing staff, driving sales growth, and maintaining compliance while fostering a customer-focused environment.
BankingFinanceFinancial ServicesLending
Responsibilities
Ensures the delivery of exceptional customer service by addressing transactional needs, maintaining confidentiality and responding promptly to customer inquiries and requests
Performs banking transactions and assists with opening new accounts as needed to support branch operations
Maintains a strong knowledge of mortgage and consumer lending products to effectively identify customer needs and recommend appropriate solutions
Works closely with the CRM to foster staff growth through ongoing sales coaching, constructive performance feedback, and creating opportunities for professional development
Manages performance evaluations, recommends rewards for high achievers, and addresses disciplinary matters with professionalism and impartiality
Manages financial center staff of Client Services Representatives and Financial Center Client Services Supervisors to include completing timecards, performance reviews and coaching opportunities amongst other items
Facilitates daily huddles with staff to review goals, provide updates, and promote a collaborative work environment
Ensures adequate staffing by conducting interviews, hiring qualified candidates, and adhering to federal, state, and local employment regulations while promoting equal employment opportunities
Ensures staff adherence to the bank's Privacy Policy, procedures, and regulatory, operational, and security standards
Provides guidance and instruction to employees and performs internal financial center audit functions to maintain compliance
Enhances financial center efficiency and employee competency by ensuring proper training in banking transactions, customer service, cross-selling techniques, telephone etiquette, and alignment with company goals
Delivers presentations, effectively communicating updates, goals, and strategies to leadership
Achieves satisfactory results in Mystery Shops for both the manager and supervised employees by fostering a high standard of service excellence and operational accuracy
Strengthens customer relationships by identifying opportunities for referrals to other business lines and promoting bank products and services as applicable
Periodically represents the financial center in the local community by engaging in civic and community events and fostering positive relationships
Assists Senior Management during the annual budgeting process by providing input on financial center goals and effectively managing staff overtime and supply expenses
Proactively identifies lending opportunities and connects with customers through phone and in-person interactions to strengthen relationships and promote lending growth
Contributes to team success by participating in special projects, preparing detailed reports, and performing additional duties as assigned to achieve organizational objectives
Qualification
Required
Associate degree in related field or equivalent business experience required
Minimum 3 years combination branch supervisory and sales experience required, to include retail banking and consumer lending
NMLS SAFE Act Registration required; will work to transfer or set up if one is not active or existing
Ability to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations required
Demonstrates leadership/decision-making skills and the ability to motivate/lead staff is required
Strong communication skills and the ability to communicate with all types of individuals, provide superior customer service and work well with others is required
Professional manner and a well-groomed business-like appearance required
Flexibility to participate in civic/community activities and work a flexible schedule based on financial center need is required
Proficient computer skills and the ability to utilize industry-related software is required
Preferred
6 months with Liberty preferred
Company
Liberty Savings Bank
Liberty Savings Bank offers all banking services like account, e-banking, loans, credit cards and insurance.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Powell
CEO
Andy Powell
Chief Financial Officer
Recent News
Fintech Finance
2024-03-22
Company data provided by crunchbase