Feb 01, 2026
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...
Liberty Savings Bank FSB
Sarasota, FL, USA