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Financial Center Manager 1
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- Deliver an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment and are assigned to the best banker for proactive, ongoing support.
- Lead by example by consistently using the consultative sales process to proactively identify the financial needs of current and prospective customers, as well as recommend the appropriate solutions to meet those needs.
- The Financial Center Manager (FCM) is responsible for leading and coaching a team that drives consistent operating rhythms and execution of customer onboarding and ongoing relationship management.
- Lead by example through consistent use of the consultative sales process to proactively identify the financial needs of the current or prospective customers and recommend the appropriate solutions to meet those needs.
- Deliver an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support.
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