Client Strategy Manager Jobs in Ocala, FL (NOW HIRING)

Location: Mount Dora, FL

JOB SUMMARY:
A Banking Center Manager is responsible for developing and implementing strategies focused on branch profitability and performance.  Additionally, the position is expected to lead and develop the branch team and is responsible for maximizing branch performance.  Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Leadership

• Assess and coach branch team while providing constructive feedback to increase overall effectiveness and ensure accountability.
• Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
• Responsible for all aspects of branch team regarding employment, training, scheduling, performance appraisals, salary changes, promotions, transfers, corrective action and termination.
• Drive engagement by creating and fostering an ongoing career development plan with branch team.
• Perform as primary liaison for complex, escalated situations.
• Fulfill talent management accountabilities including succession planning, attracting and retaining top talent, and continuously developing strong bench strength.
• Develop trusting & cooperative working relationships with customers and associates. Maintain a positive working environment by building team morale and providing ongoing recognition.
• Create brand awareness at community, charitable and civic events as a bank ambassador.
• Proactively seek continuing education opportunities to enhance leadership
• Be highly proficient and lead Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.

Performance Management

• Consistent execution of the Community Bank playbook to ensure overall success of the branch.
• Foster and drive activities leading to opportunities for consumer loan growth including but not limited to:
• Customer Educational Seminars
• Client Retention Calls
• New Client Prospecting
• Outbound Telephone Calling Efforts
• Networking Events
• Work with staff to foster true needs based customer conversations through Relationship Builder coaching and observations.
• Develop and maintain a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
• Develop and maintain partnerships with internal line of business leaders.
• Compile data and prepare various branch reports and other management reports as assigned.
• Able to balance business needs with customer requests while managing potential risk to the bank.

Operations

• Ensure all safety and security procedures are followed. Serves as the primary branch security contact and business continuity leader.
• Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, policy exception guidelines, audit procedures, risk/control expectations, dual control, security, and all other regulated banking requirements; communicate any updates to associates.  Follows up on all audit / scorecard / QC deficiencies. Report and resolve customer complaints.
• Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services.
• Function in any capacity within the branch as needed up to and including Teller, Client Advisor and Teller Manager roles.
• Manage the branch budget including scorecards, branch profit, income and expenses.
• Implement strategies to improve revenue generation while managing costs.
• Responsible for facility management and branch security including but not limited to ATM, Drive-Thru, Branch Building, and Aesthetics.
• Responsible for the maintenance and testing of the Business Continuity Plans and Recovery Procedures for areas of responsibility.  Ensures that issues identified through testing or Audit results are appropriately addressed and mitigated.  Also responsible for conducting annual awareness training with team members to familiarize them with key information on response strategies and recovery action plans.
• Adheres to Seacoast Bank’s Code of Conduct.

Business Development/Credit Acumen

• Ability to source Treasury Management solutions and services and small business lending needs.
• Responsible for a basic understanding of all consumer products and services with a strong emphasis on consumer lending.
• Demonstrate basic knowledge of small business deposit and lending products and services.
• Observe joint sales calls with line of business partners.
• Have an introductory knowledge of all consumer credit facilities including, but not limited to
  • Structuring proper terms and product based on customer need.
• Basic understanding personal financial statements and tax returns to identify credit worthiness and identifying risk potential.

EDUCATION and/or EXPERIENCE:

• High School Diploma or equivalent required.
• College degree or 5+ years in retail sales and/or financial services experience required.
• Proficient in all consumer lending products and maintain an active NMLS registration status.
• Demonstrate excellent communication (written and verbal) and interpersonal skills.
• PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
• Able to proactively lead, manage, motivate, and coach associates to produce desired results.
• 2+ years Consumer Lending experience preferred.
• 1+ years Business Development experience preferred.
• Have basic knowledge of external business development skills.
• 2+ years of previous supervisory experience required.

#LI-MG1

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position.  They are not intended to be an exhaustive list of responsibilities, duties, and skills.  Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.  It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.  This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.