Financial Center Manager II - Lake Zurich
Location: Lake Zurich
Posted on: April 8, 2021
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Job Description:
GENERAL FUNCTION: Responsible and accountable
for directing and administering a financial center with generally
more than $30 million in core deposits and generating more than
$700,000 in net profit. Ensure that the
financialcenterprovidesthepublicwithbanking services, credit
decisions, and service for consumer and commercial loans. Promote
growth through the development of deposits, assets, fee-based
services and the development and retention of new and
existingcustomers.Providethepublicwith ateam of employee''s who are
able to service all customer needs either directly or indirectly in
a polite, friendly, capable and professional manner.
ESSENTIAL DUTIES & RESPONSIBILITIES:
SEE JOB DESCRIPTION FOR ALL DUTIES &
RESPONSIBILITIES
Sales/Goals Function
Lead the Sales function for the financial center, setting the
example and tone for a strong sales environment.
Consistently meet and exceed profit, deposit, and loan sales goals
as defined by the Regional Manager, actively soliciting the various
retail and Bancorp products.
Oversee the complete consumer loan process.
Handle the commercial loan process, as prescribed within the
financial center environment, by establishing the relationship,
determining business needs, making recommendations for those
applications passed to
theappropriateloanofficerandmaintainingrelationship as
appropriate.
Promote company products and services in the community by making
regular outside calls, to assist in the continuing growth of the
office and company.
Provide leadership necessary to ensure that the call lists are
actively worked, as well as any other means for obtaining new
business and retaining current business is
completed.
Develop and maintain close relationships with assigned business
partners, such as Mortgage Loan Officers, Business Banking Officers
and Brokerage Representatives, to ensure that established goals for
each business line are met.
Manager/HR Function
Set priorities, direct and delegate sales responsibilities to the
Relationship Manager(s), and ensure follow through on the
completion/implementation of the designated sales
activities.
Set priorities, direct and delegate operational responsibilities to
the Customer Services Manager, and ensure follow through on the
completion/implementation of the designated operational/risk
activities.
Hold team responsible for the ability to interchange duties as
necessary.
Hold overall responsibility for maintenance of the proper staffing
levels according to the staffing model, with the day-to-day
maintenance being held with the Customer Services
Manager.
SUPERVISORY RESPONSIBILITIES: Responsible for providing employees
timely, candid and constructive feedback; developing employees to
their full potential and providing challenging opportunities that
enhance employeecareergrowth;developingtheappropriatetalent pool to
ensure adequate bench strength and succession planning; recognizing
and rewarding employees for accomplishments.
Keywords: , Arlington Heights , Financial Center Manager II - Lake Zurich, PR / Public Relations , Lake Zurich, Illinois
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