Banking Center Manager Job Description

Banking Center Manager Job Description

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Banking center manager provides guidance/direction on sales and administration best practices to business partners who leverage the branch banking network for their products or services.

Banking Center Manager Duties & Responsibilities

To write an effective banking center manager job description, begin by listing detailed duties, responsibilities and expectations. We have included banking center manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Oversee the operation of banking centers to ensure client satisfaction and compliance with all laws, regulations, policies and procedures
Ensures all branch employees adhere to their day to day performance expectations, regulatory compliance training, corporate training, and bank policies and procedures while maintaining the highest level of customer service and the branch's operational integrity
Utilize and promote with the branch team usage of all available sales tools and resources on a regular basis, and incorporate tools into the defined Sales Process to guide marketing and call plans
Generous benefits
Successfully executing the Client Execution Model (CEM) plays, coaches teammates, and utilizes branch performance metrics in order to manage and measure branch success
Maintains and develops relationships with existing small business customers to continually deepen those relationships and achieve small business goals
Develop associates through observational coaching, joint sales calls, and utilization of the coaching model
The BCM II may be responsible for leading multiple offices
Coach, mentor, guide, observe and provide feedback to team members
Motivate, monitor, coach, develop, and train new and existing Customer Service Representatives

Banking Center Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Banking Center Manager

Typically a job would require a certain level of education.

Employers hiring for the banking center manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Management, Military, Business, Financial Services, Leadership, Finance, Accounting, General Education, MBA

Skills for Banking Center Manager

Desired skills for banking center manager include:

Policies and procedures
Retail bank branch operations
Computer and processing skills
Liability
Partner products and services alternative delivery channels
Webster asset
Ability to leverage that information in creating customized customer solutions
Ability to provide qualified services to customers
Business practices
Issues

Desired experience for banking center manager includes:

Bachelor's Degree from an accredited university - OR - 4 years of Financial Services experience - OR - Associate's Degree from an accredited college and 2 years of experience with staff development - OR - High School Diploma/GED and 4 years of experience with staff development
Bachelors degree and 2+ years branch management or 5+ years related experience
Previous experience as traditional Branch Manager, In-store Branch Manager, or Assistant Branch Manager at SunTrust Bank or comparable roles at another financial institutions
College Degree or some college coursework is preferred
Demonstrated success in leading, motivating and influencing
Results oriented, with proven success in consultative selling

Banking Center Manager Examples

1

Banking Center Manager Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of banking center manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for banking center manager
  • Serve as back-up to Financial Services Representatives for deposit accounts sales and service and to Customer Service Representatives for teller transactions
  • Represent the Bank through visible leadership involvement in community-related activities to promote goodwill
  • Act as a liaison with various internal business partners to facilitate client on-boarding
  • Establish and maintain effective relationships with customer, business partners and staff
  • Effectively monitor, coach, develop and train new and existing Customer Service Representatives
  • Assist in interviewing and hiring of qualified candidates upon event of banking center staff vacancies
  • Actively manage performance and development of Customer Service Representatives, including quarterly evaluations touchpoints
  • Attend and/or complete applicable and required training classes
  • Maximize the growth and profitability of the banking centers through cross-selling and assisting commercial officers with sales calls
  • Foster an environment within the banking centers that assures exceptional client experience
Qualifications for banking center manager
  • Proven leadership skills including coaching, development, and effective time management
  • Strong knowledge of retail sales operations and bank operations
  • Strong interpersonal skills including oral and written communication skills, sales and client relations skills
  • Ability to motivate others, provide leadership and coaching for improved performance, and demonstrate good team building skills
  • Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
  • Good PC application skills including word processing and spreadsheet packages and other various systems
2

Banking Center Manager Job Description

Job Description Example
Our growing company is hiring for a banking center manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for banking center manager
  • Ensure responsible management of banking centers budget
  • Help develop strategic plans and establish priorities to improve, monitor, and measure performance of operations teams
  • Work with contact center management and associated business unit leaders to continuously assess and refine the call center strategic direction to align with growth and business objectives of the company and department
  • Help meet contact center financial objectives by monitoring resource expenditures, analyzing variances, and initiating corrective actions
  • Execute strategies to ensure achievement of contact center Key Performance Indicator goals
  • Partner with internal business units and/or vendors to successfully execute corporate initiatives with a strong focus on ensuring contact center readiness and external customer satisfaction
  • Maintain subject matter expertise in Consumer Banking, Business Banking, Lending, and/or Servicing in order to effectively make decisions that optimize the customer experience and recommend macro-level process improvements
  • Assist with the creation of call center presentations and provide insight on risks, solutions, and/or recommendations to Executive Management
  • Leads, coaches, evaluates, executes and impacts the proactive marketing activities for the attraction, expansion, and retention of customers for district, region, and national impact as directed by District Manager and/or Regional Director
  • Establishes and executes a Banking Center Daily Plan
Qualifications for banking center manager
  • Typically requires an Associate's degree
  • Requires a minimum of 3 years related banking or management experience to include meeting sales goals
  • Extensive knowledge of consumer financial products and services
  • Extensive knowledge and understanding of applicable consumer laws and government regulations
  • Bachelor’s degree in Finance, Accounting, Business or the equivalent preferred, and a minimum of ten (10) years banking experience with five (5) years in a management role
  • Ability to manage a substantial deposit portfolio
3

Banking Center Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of banking center manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for banking center manager
  • Act as a district champion or leader in various initiatives, projects, pilots
  • Manages branch Compliance, Operations, Training and Finance responsibilities
  • Ensures branch employees timely respond to and complete initiatives and requests for information
  • Ensures that the branch adheres to and supports the bank's branding model by delivering exemplary service, driving branch profitability via in-branch sales and retaining quality accounts
  • Manages the day-to-day operations of the branch and ensures service levels are met by actively assisting clients on the platform
  • Coaches branch employees on adherence to sales, service, compliance and operational standards
  • Provides weekly one-on-one coaching with each direct report on sales, service, compliance and operational standards and maintains weekly coaching logs
  • Facilitates weekly staff meetings that include agendas and sign in sheets
  • Conducts interviews with candidates for branch positions
  • Completes and delivers performance appraisals and disciplinary actions for branch staff
Qualifications for banking center manager
  • Ability to hire, train, and develop a full team of cross-trained employees
  • Proven leadership and organizational skills, including exceptional time management
  • Proven self- starter and excellent conflict resolution abilities
  • Demonstrated ability to establish and achieve strategic banking center goals
  • Willing to travel within the Dallas/Fort Worth Metroplex
  • 3-5 years related work experience in management within financial industry
4

Banking Center Manager Job Description

Job Description Example
Our growing company is looking to fill the role of banking center manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for banking center manager
  • Manages service levels against customer expectations within budget
  • Manages programs and reward systems developed with the Banking Center Manager to increase morale and develop employees
  • Supports the Banking Center Manager's efforts to generate new business within the business community and civic organizations
  • Adhere to all current policies, procedures, and audit requirements
  • Develop programs and reward systems to increase morale, develop employees, in order to assist in reducing turnover
  • Represents the Bank in the community in manner which maintains and expands friendly relationships with individuals, business persons, civic organizations, service clubs, Encourages subordinates to participate as well
  • Manages adherence to the most efficient processes resulting in highest satisfaction levels
  • Ensures compliance with pertinent government rules and regulations for small business lending
  • Manages to established service delivery standards for internal and external customers of the center
  • Works with lenders to ensure optimum balance between customer and company interests, while remaining within bounds of prudent banking and approved company policies and practices
Qualifications for banking center manager
  • Manage and develop exempt and non-exempt team members
  • Must be well organized, possess excellent telephone, computer and written and oral communication skills
  • Bachelors Degree in Business Administration, Management, or Human Resources preferred
  • 10+ years of progressive work experience in Contact Center or Business Operations roles is required (6+ years heavy emphasis on Contact Center Operations)
  • 5+ years of experience managing projects preferred
  • 6+ years of banking, mortgage lending, and/or mortgage servicing experience preferred
5

Banking Center Manager Job Description

Job Description Example
Our innovative and growing company is looking for a banking center manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for banking center manager
  • Manages the day-to-day activities of the assigned functional area
  • Put in place a proactive service model against our top clients with individuals that are assigned to specific client portfolios
  • Continuous improvement and optimization of our processes, products, and service delivery
  • Monitor call queues to ensure phones are covered efficiently and effectively
  • Put in place a project management methodology for complex large corporate customers to effectively focus the entire team across various functions to deliver the proposed onboarding experience
  • Customer journey mapping and process optimization design to effectively identify gaps or bottlenecks
  • Establish mechanism to measure how well the bank meet/cater to individual customer needs and also measure the simplicity and ease of use of our products and services so other stakeholders gain the intelligence and take action
  • Utilize our tracking system to learn more about the customers need and behaviors in order to develop stronger relationships
  • Implement and manage surveys, a good indicator of customer satisfaction is the Net Promoter Score (NPS)
  • Assess the customer care and ensure the CSBC is adequately responding to complaints, concerns and suggestions for improvement
Qualifications for banking center manager
  • Proven ability to create short and long term strategic plans in support of company and department objectives
  • Strong analytical/statistical background with ability to perform quantitative and qualitative analysis to analyze spend, identify and implement process improvement/savings opportunities, and measure ongoing performance against plan
  • Significant experience in creation of reports, presentations, and business proposals
  • Must be customer-oriented, self-motivated, entrepreneurial, and innovative
  • Must have ability to juggle multiple competing priorities and adapt to constantly changing business environment
  • Proven ability to drive performance and results

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