Financial Center Manager

Position Summary

Financial Center Managers are responsible for overall operation of the branch office and driving growth of a Union Bank branch while facilitating career development of staff. The Financial Center Manager ensures that the branch is providing outstanding service to Union Bank customers, business partners and their employees, community organizations, and line of business partners. The Financial Center Manger will lead and coach a team that drives consultative sales discussions, memorable customer service experiences and operational excellence both in the branch and in the communities we serve.

The Financial Center Manager will promote business growth through the development of deposits, assets, fee-based products and services, and the development and retention of new and existing consumer and business customers.

Financial Center Managers are responsible for overall operation of the branch office and driving growth of a Union Bank branch while facilitating career development of staff. The Financial Center Manager ensures that the branch is providing outstanding service to Union Bank customers, business partners and their employees, community organizations, and line of business partners. The Financial Center Manger will lead and coach a team that drives consultative sales discussions, memorable customer service experiences and operational excellence both in the branch and in the communities we serve.

The Financial Center Manager will promote business growth through the development of deposits, assets, fee-based products and services, and the development and retention of new and existing consumer and business customers.

• Leverage available tools and technology to identify and present sales and service opportunities.
• Lead by example through the use of consultative sales practices to proactively identify and recommend products and services that align a current or prospective customers financial needs.
• Managing portfolio of high value consumer and business customer relationships.
• Leads the process of referring customers to other areas of the bank to meet customer needs, deepen relationships and build strong internal partnerships pursuant to Union Bank’s sales strategy.
• Lending. Approves and processes consumer loans within loan authority. Compile and analyze data for Consumer loan requests. Outline loan terms and conditions, and inform the borrowers of loan commitments. Collect the pertinent loan application information (application, copies of pay stubs, run a credit report) and other information as needed on loan applicants. Prepare loan packages in accordance with banks standards.
• Responsible for managing the branch office deposit portfolio and assisting with the loan portfolio through referrals to Commercial, Treasury Management, Wealth Management, and Mortgage.
• Establishes and helps to attain internal performance objectives for branch office business volume, deposits and loan portfolios
• Develops relationships with customers and businesses, community and civic organizations to promote goodwill and generate new business.
• Represents the financial institution to the community through good customer relations.
• Responsible for meeting specific goals to be able to meet annual budget.
• Handle customer problems and complaints; counsel customers with special needs or requests
• Participate in activities for generating new business such as sales calls and special events.

• Accountable for the compliance with applicable federal, state and local laws and regulations; and Union Bank policies and procedures. Recommend corrections when necessary.
• Interprets and administers bank policies and procedures relating to branch functions including completion of necessary…