Financial Center Supervisor
US-PA-Lititz
Careers
Req #: 22217
Type: Full-Time
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Overview: This is a full-time career opportunity (approximately 40 hours per week) based out of our Lititz South financial center in Lititz, PA, Lancaster County. Must be available to be scheduled around branch operation hours (no Sundays). Responsible for providing an exceptional financial center customer experience by handling every customer need from service to sales with passion and enthusiasm. Focus on customer-centric conversations to deepen relationships and be a trusted advisor. Be a role model and leader in the center. Oversee financial center operations while adhering to all compliance and risk policies and procedures. Coach and mentor team members to ensure team and individual goals are achieved. Responsibilities: * Drive proactive sales conversations by engaging in outbound calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby with a goal of identifying sales opportunities and converting them into tangible outcomes. * Maintaining sound risk and compliance practices by ensuring the financial center operates within the parameters of applicable regulations and company policies. Play a key role in managing risk by ensuring the team's adherence to regulatory standards while exercising sound judgment within established parameters. * Utilize the CRM (Customer Relationship Management) system and other resources to foster relationship-building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships. Advance personal knowledge of sales techniques while developing team members to have the same CRM knowledge, usage, and adoption. * Contribute to teambuilding and performance excellence in the financial center by collaborating closely with the Financial Center Manager, to assist in building and nurturing a high-performing team. This includes participating in the selection of top talent, facilitating seamless onboarding, providing ongoing coaching, and managing performance to achieve optimal results. * Actively participate in off-site networking events and community initiatives that will bolster our brand presence and strengthen ties within the local community, driving business growth opportunities. Additional Responsibilities * May serve as a Notary Public for their financial center Qualifications: Education High School Diploma or equivalent. Specialty: not applicable at this level. (Required) Bachelor Degree or the equivalent experience. Specialty: Business or other applicable. (Preferred) Experience 3 or more years related business or sales experience. (Required) 1 or more years supervisor or team leader. (Preferred) Knowledge, Skills, and Abilities * Proactive and result oriented (Required) * Highly collaborative with Fulton partners and other team members (Required) * Excellent communication skills and ability to have needs-based conversations (Required)
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