Assistant Center Manager - Dorr Reynolds BC

Location: Toledo
Posted on: January 26, 2023

Job Description:

GENERAL FUNCTION: The Assistant Center Manager is a management position responsible for sales and service coaching of the staff in large and/or specialized Financial Centers, as well as meeting individual production goals leveraging theconsultativesalesprocess. The Assistant Center Manager provides back-up to the Financial Center Manager as required and directly manages some or all of the sales and service staff. This role could be licensed.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Sales/Goals Function:

. Provide sales and service leadership for the financial center, setting the example for a strong consultative sales and service environment

. Consistently execute, coach to and lead the defined sales and service processes using consultative sales skills and appropriate tools.

. Lead the team to consistently meet and exceed sales and profitability goals as defined by the Retail line of business and leadership.

. Provide leadership necessary to actively work the current book of business and implement new strategies that generate new households and retain/expand current relationships.

. Lead by example through the consistent use of the consultative sales process to proactively identify the financial needs of customers or prospects and recommend the appropriate solutions to meet those needs.

. Develop and maintain effective relationships with appropriate business partners, such as mortgage, business and investment partners.

. Promote customer satisfaction with a friendly demeanor and professionalism while keeping all business confidential.

Manager/HR Function:

. Partner with Financial Center Manager to understand sales and service strategies, set priorities, direct, coach and delegate responsibilities to the staff as appropriate utilizing the consistent execution of our sales and servicemanagementprocesses.. Partner with Financial Center Manager to ensure staff receives proper training to demonstrate ability to sell, cross-sell and/or refer as appropriate to reach individual/team sales productivity goals.

. Evaluate performance on a regular basis, providing constant coaching and guidance; provide assistance to the Financial Center Manager as appropriate.

. Assist the Financial Center Manager in the selection and on boarding of new employees.

. Take timely, appropriate action for non-performance and enlist management/business partner involvement as necessary.

. Create a culture that attracts, retains and grows a team that values diversity, inclusion, and engagement.

. Provide rewards/recognition for accomplishments in a timely manner.

. Lead and/or assist the Financial Center Manager in facilitating regular staff meetings (sales meetings, huddles, etc.), promoting participation of all Financial Center members and Business Partners, when appropriate.

. Support or provide back-up to the Financial Center Manager as appropriate.

Operations Function:

. Adhere to established policies and procedures while opening/servicing the full range of retail products.

. Facilitate opening and/or closing procedures as a member of the branch management team as necessary.

. Assist the Financial Center Manager or Lead Customer Service Representative (if appropriate) to maintain efficient branch operations.

. Observe and coach CSRs to follow the defined sales and service processes.

SUPERVISORY RESPONSIBILITIES: Provides employees timely, candid and constructive feedback; assisting in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognizeandrewardemployees for accomplishments. Assist in the development of appropriate talent pool to ensure adequate bench strength and succession planning.

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