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
ESSENTIAL DUTIES & RESPONSIBILITIES:
. Provide sales and service leadership for the financial center,
setting the example for a strong consultative sales and service
. Consistently execute, coach to and lead the defined sales and
service processes using consultative sales skills and appropriate
. Lead the team to consistently meet and exceed sales and
profitability goals as defined by the Retail line of business and
. 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
. Promote customer satisfaction with a friendly demeanor and
professionalism while keeping all business
. 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
. 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
. Create a culture that attracts, retains and grows a team that
values diversity, inclusion, and engagement.
. Provide rewards/recognition for accomplishments in a timely
. 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
. Adhere to established policies and procedures while