2 jobs found in Sarasota, FL

Description: Works with Region Manager to meet/exceed sales goals, provide leadership and guidance to personnel and ensure successful daily operations of the financial center. Essential Functions Manages financial center sales staff to meet/exceed financial center sales goals by mentoring/coaching the staff, using the ERB process to cross-sell additional products/services with a focus on Health Savings Accounts (HSA). Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality and responding to customer questions/requests in a timely manner.  Performs banking transactions and opens new accounts as needed. Knowledge of Health Savings Accounts. Proficient at identifying customer needs, recommending specific products and/or services.  Expands customer relationships by making appropriate referrals, such as investments, small business loans, commercial loans, and mortgage loans. Conducts daily CI huddles with staff...

Description: Job Summary: Oversees the daily operation of the financial center to ensure efficiency, compliance and exceptional customer service. This role requires a demonstrated leader who can manage staff, streamline processes and drive operational excellence while maintaining a secure and customer-focused banking environment. Partners with the Sales and Relationship Manager (CRM) providing strategic leadership, driving sales growth and surpassing branch objectives. Essential Functions: Customer Service Excellence: Ensures the delivery of exceptional customer service by addressing transactional needs, maintaining confidentiality and responding promptly to customer inquiries and requests. Operational Support: Performs banking transactions and assists with opening new accounts as needed to support branch operations. Lending Expertise: Maintains a strong knowledge of mortgage and consumer lending products to effectively identify customer needs and recommend appropriate...