SB Financial Services Manager jobs in Concord, CA

Our Fairfield Branch is looking for a Financial Services Manager! The ideal candidate will have thorough branch management experience, be skilled in growing sales, and have a leadership style that motivates and inspires their team. He or she will also understand the role that First Northern Bank serves in our communities.

What You’ll Do

As a Financial Services Manager, you will oversee all aspects of the branch’s business. This includes marketing and sales activities, budget projections, coaching and training of branch employees, quality of service, operations, audit integrity, and facilities and risk management.

Responsibilities Include

• Supervise personnel, recommend and maintain staffing levels, performance appraisals, promotions, hiring and terminations
• Ensure adherence to the Bank's Code of Conduct, other policies and procedures by all staff
• Reinforce sales management process by conducting monthly sales meetings
• Establish sales goals for each branch sales team members
• Assign and review team member’s goals; track and report progress towards achieving sales goals
• Ensure quality and integrity of the sales process
• Identify and refer prospective customers to specialized area departments within the Bank: Real Estate, Investment & Brokerage and SBA
• Business development of market area through proactive sales calls and networking
• Responsible for ensuring that all customer issues are resolved in a timely manner, per our customer service standards
• Encourage branch staff and sales team to promote customer knowledge of alternative delivery channels: Cash Management, Online Banking, Telebank, etc.
• Ensure branch merchandising and marketing materials are current
• Coach staff members on effective sales and service techniques using a formal monthly coaching session, observation coaching and quick coaching
• Develop a goal and action plan to enable employees to achieve goals
• Identify training needs of staff members and schedule appropriate training.
• Encourage staff to take advantage of additional training to prepare for advancement.
• Ensure that appropriate staffing levels are always maintained to provide high quality customer service
• Responsible for representing the Bank in a professional manner at targeted civic and community affairs on an as needed basis
• Ensure that regulatory compliance standards are met including Anti-Money Laundering and Bank Secrecy Act Policy
• Ensure all operational requirements are met in a timely and satisfactory manner
• Ensure that the branch facility is maintained in a clean and safe manner
• Responsible to offer ongoing support to the Commercial Lending staff where needed with administrative needs

What You’ll Need to be Successful

• Coaching – you make yourself available to staff, provide regular performance feedback and delegate work assignments
• Business acumen – you understand the business implications of certain decisions, with proven demonstration of knowledge of market and competition
• Ethics – you treat people with respect and inspire the trust of others; you work with integrity and uphold organizational values
• Organizational support – you follow policies and procedures and complete administrative tasks correctly and on time; you support the Bank’s goals and values, support Affirmative Action and respect diversity
• Judgment and discretion – you possess the ability to exercise personal and professional responsibility and work with limited direction and maintain confidentiality of sensitive information
• Impact – you make one! Creating a good first impression, commanding attention and respect, showing an air of confidence
• Cost-consciousness – you work within approved budget and contribute to profit and revenue
• Professionalism – you’re able to approach others in a tactful manner and respond well to emotional or difficult situations, always representing the Bank in the best light
• Collaboration – you work well with other departments and individuals, maintaining communication needed to keep the workflow going
• Initiative – you volunteer readily and will undertake self-development activities; you seek increased responsibilities
• Safety and Security – you observe and enforce safety and security procedures and can determine appropriate action beyond guidelines

Qualifications

• Bachelor's degree (B. A.) from four-year College or University; or
• Four to six years related experience and/or training; or equivalent combination of education and experience
• Experience and proficiency in sales management, including planning, goal setting, tracking, reporting and selling
• Management experience commensurate with size of assigned branch

Why You Should Apply

• Full-time position with excellent compensation and benefits package
• Generous time off programs
• Bonus program
• Profit-sharing
• Discounted stock purchase program
• Excellent growth and development opportunities
• And much more!

Pay Range (Salary): $70,000 - $75,000

The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.

First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.

The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice