Travel Financial Center Leader 1

Job Description

Job Description

This position is located in New Orleans, LA, 70124.

The Financial Center Leader 1 is responsible for bank sales and service to include leadership, business development, consumer lending, coaching and development of the branch team and operational excellence.

The FCL 1 will provide exceptional client service, operational and audit excellence, while attracting new clients, cross-selling the existing client base, loans, deposits, and other bank products.

This position will be required to travel to branches in the New Orleans area.

Required :

• GED or High School diploma
• 3+ years of experience in a branch management or leadership role in banking or financial services
• 3+ years of experience in business development, including performing outside sales calls to drive branch sales
• Experience identifying clients’ needs and acting upon opportunities to offer suitable Bank products and services
• Background in financial institution operating policies and procedures, and state and federal banking regulations
• Excellent written, verbal, and interpersonal communication skills
• Must be able to achieve SAFE Mortgage Licensing Act / NMLS
• Ability to work effectively with internal business partners to grow, enhance and cross-sell the Bank’s portfolio of products and services
• Actively participate in community organizations and bank events
• Must be able to achieve sales / marketing financial goals as set forth by management
• Must be able to travel to other locations as needed
• Ability to lift 25lbs
• Experience with Microsoft Suite including Outlook, Teams, Excel, PowerPoint, and Word

Preferred :

• Bachelor’s degree in a related business field. Four years of equivalent retail banking experience can be substituted for the degree
• Experience with management functions to include, but not limited to, interviewing, hiring, coaching, scheduling, managing attendance, promoting career development, and conducting performance evaluations

Specific Job Functions :

• Lead and motivate a retail banking team to achieve exceptional customer service and sales performance
• Conduct business development activities in the market through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals
• Enhance existing client relationships, develop centers of influence and new clients by cross selling bank products and services
• Exemplify high standards in terms of work ethic, attendance, compliance with banking regulations, and following policies and procedures
• Clearly communicate performance expectations to retail banking team, set and convey individual and team goals, conduct regular one-on-one and team meetings, and provide on-going performance coaching to achieve overall bank goals
• Management responsibilities include interviewing, hiring, and coaching team members, as well as scheduling, monitoring / approving timesheets, managing attendance and overtime, recommending merit increases, promoting career development, addressing employee performance issues, and conducting performance evaluations
• Communicate and follow-up with team members to ensure the clear understanding of job responsibilities, and communicate all changes to bank products, services, policies, and procedures, and regulatory banking requirements
• Assist with teller duties, opening new accounts and processing loan applications as necessary to maintain efficient customer service standards
• Involvement in the local market / community through civic organizations, community groups, and industry related organizations
• Establish and enhance the Bank's presence in the local community by participating in networking events
• Maintain branch appearance standards and maintain a professional, business-like and respectful atmosphere within the branch
• Stay abreast of and enforces security policies and procedures
• Address customer complaints, issues or errors and recommend corrective actions
• Complies with regulatory rules and regulations, evidenced through successful completion of training, and demonstrated ability.
• Performs other duties as appointed by management.

Fidelity Bank is an Equal Opportunity and Affirmative Action Employer / Veterans / Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.