Financial Center Leader
On-site · Fort Worth, Texas, United States
Job Summary
Lead a financial center, building a high-performing team and driving branch performance through attraction, onboarding, coaching, and development of staff. Own a book of business with a defined client base, drive a robust pipeline of prospects, and deliver a differentiated, multi-channel client experience including notary services and support for loan closings. Coach and develop team members to meet performance goals, following CX playbook and sales/protocols to grow revenue, while ensuring compliance with operating policies and regulatory requirements. The role includes a comprehensive 9-week Banking Navigator training program, with potential relocation to a permanently assigned branch after training; training schedules may vary from regular hours.
Required Qualifications
- Bachelor’s Degree in Business or related field and 3-5 years of directly related experience in management/supervisory capacity or 5-7 years of equivalent combination of education and experience
- Ability to motivate teammates through in-person and virtual coaching methods, while providing leadership and excellent team-building skills
- Ability to make empowered leadership decisions in a fast-paced, high-volume environment
- Proven ability to coach, develop and delegate to achieve common goals
- Strong interpersonal and collaboration skills including effective communication to build partnerships to achieve business outcomes
- Ability to effectively support teammate engagement and the client experience while driving results
- Excellent research and problem-solving ability combined with leadership to foster an empowered culture
- Advanced knowledge of consultative needs-based concepts for client engagement
- Excellent client experience, relationship-building, and business development skills
- Advanced knowledge of consumer financial products and services (full technical knowledge of core branch banking products and working knowledge of non-core products such as: mortgage, investment, and business banking)
- Advanced knowledge and understanding of applicable consumer laws and government regulations
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