What are the responsibilities and job description for the Area Manager position at FB Financial?
FB Financial is a division of FirstBank, a financial institution headquartered in Nashville, Tennessee.
Summary:
The Area Manager will be a leader within the retail area and manage one to two retail financial centers; providing oversight on the retail daily operations and service levels of those centers in addition to fostering and developing long-lasting customer relationships. This role will be responsible for retail growth, developing and achieving financial goals through deploying retail customer acquisition and service strategies, and promoting a high standard of customer service.
Essential Duties and Responsibilities:
- Collaborate with area management to develop and executive financial center-specific sales and strategies.
- Lead, coach and motivate financial center staff to achieve sales goals and provide excellent customer service.
- Maintain and develop relationships with existing customers, continually deepening those relationships to further achieve deposit and loan goals.
- Drive financial center profitability by encouraging day-to-day service and sales activity compliance with policy standards for customer and operational excellence, meet regulatory compliance requirements, and motivate and coach staff toward the achievement of sales goals and financial center balance sheet growth using bank product knowledge expertise.
- Manage expanded staff and maintain appropriate staff levels based on daily operational needs; provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks.
- Maintain efficient administration of daily operations, ensuring compliance with FirstBank policies, procedures, security and internal audits.
- Communicate FirstBank information to staff to ensure consistency of delivery of FirstBank standards, expectations and values.
- Develop and maintain an active portfolio of Consumer and Commercial loans, identifying and approving loans within prescribed limits, referring larger and/or specialty loans to Bank partners as appropriate.
- Prepare, review and/or decision all account documentation, including credit quality pertinent to loans, and monitor the administration of the loan closing process.
- Responsible for expense management for designated team(s).
- Participate in Bank and community activities to increase and maintain FirstBank’s visibility and relevance within the assigned Market.
- Set the financial center standard of consistent, distinctive service to all customers when delivering the FirstBank service experience.
- Model, practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures and risk management policies; adhere to security protocols.
- Cultivate an environment that supports diversity, teamwork, and performance. Provide leadership though communication, performance management, development and recognition of staff
- Manage the team by recruiting, hiring, coaching, training and providing direction to team members through feedback to support personal development and ongoing improvement
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
- 5 years of experience within banking retail or lending responsibilities; 3 years of leadership experience preferred.
- Proven experience demonstrating the development of customer relationships, the cultivation of referral sources and the development of new account relationships.
- Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies.
- Proficient experience with Microsoft Office including Outlook, Word and Excel.
Skills and Abilities
- Ability to set the tone of the financial center to provide exceptional customer experience.
- Ability to organize and manage competing priorities effectively across financial center locations while developing plans for growth.
- Excellent written and verbal communication skills.
- Strong interpersonal skills with ability to develop relationships with the customer.
- Some travel is required for in-person meetings and trainings, travel mostly in market or bank footprint.