Financial Center Manager

Location: Fort Myers
Posted on: November 4, 2024

Job Description:

GENERAL FUNCTION: Selected Candidate will attend a 3-4 month on-boarding and education

program that includes rotations in Operations, Sales & Service, Small Business or Preferred and

Sales Management and a capstone project. The role will provide arobustlearning approach for

successful candidates to prepare for a Financial Center Manager role.

This program will require the ability to travel within the affiliate or Bancorp footprint for training,

required meetings and scheduling before, during and after the operating hours of a Fifth Third

Bank Financial Center.

After successful completion of the 3-4 month training program, candidates selected for the FCMA

role will have the opportunity to apply for a permanent Financial Center Manager or otherwise

appropriate position.

ESSENTIAL DUTIES & RESPONSIBILITIES:

1. Sales/Goals Function

A. Learn the sales function for the financial center and coach team members, setting the

example and tone for a strong sales environment.

B. Consistently execute, coach to and lead the defined sales and service process.

C. Partner with Retail staff to consistently meet and exceed sales goals as defined by the Retail

LOB and Affiliate Leadership, actively soliciting the various retail and Bancorp products.

D. Understand the complete consumer / commercial loan process.

E. Promote company products and services in the community by making regular outside calls, to

assist in the continuing growth of the office and company.

F. Partner with Retail staff to ensure that the call lists are actively worked, as well as any other

means for obtaining new business and retaining current business.

G. Develop and maintain close relationships with assigned business partners, such as Mortgage

Loan Officers, Business Banking Officers and Investment Representatives.

H. Upon program completion, to serve as an interim Financial Center Manager or assisting at

various area Financial Center locations until permanent placement is achieved.

2. Manager/HR Function

A. Partner with Retail staff to understand sales strategy, set priorities, direct, coach and delegate

sales responsibilities to the Personal Bankers. Consistent Execution of our Sales Management

process.

B. Understand and coach staff members on the importance of operational responsibilities / risk

activities impacting Retail.

C. Coach Retail staff to be able to interchange duties as necessary.

D. Partner with the Affiliate Leadership and Operation team to understand staffing model and

ensure appropriate staffing levels.

E. Actively participate in the selection of new employees, as well as the welcome to the

financial center and introduction to the staff.

F. Evaluate performance on a regular basis, providing constant coaching and guidance; provide

assistance to the staff in completing the promotion process.

G. Establish and facilitate regular sales and office staff meetings, and promote the participation

of the staff in the meetings.

H. Partner with Retail management to ensure that the staff receives proper training to

demonstrate abilities to sell, cross-sell and/or refer as appropriate, to reach own individual/team

sales goals.

I. Partner with Retail staff to ensure that there is constant communication to staff of the

financial center goals, and that individual sales and/or referral goals are set, and each staff

member is held accountable.

J. Take appropriate action for non-performance and reward for excellent accomplishments.

K. Be champion and supportive for the continuous education of policies and procedures to the

staff, to ensure that policy is adhered.

L. Provide service to customers and prospective customers on various banking matt

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