Job description

Financial Center Supervisor position available at our Cleona Financial Center in Cleona, PA, Lebanon County. Full-time position; approx. 40 hours/week; days and hours may vary based on branch need. Must be available to be scheduled around branch operation hours.

The Financial Center Supervisor is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. Provide customers with a one stop experience regarding their financial needs, by focusing on customer-centric conversations to deepen relationships and become their trusted advisor. Oversee the daily operational activities of the financial center, coach employees toward achievement of team and individual goals, and ensure sound compliance and risk measures are maintained. Level II Supervisors will generally perform duties in an environment requiring a higher degree of scope and complexity relative to Level I Supervisors.

Responsibilities

• Support all aspects of the Financial Center, including individual and team performance, and compliance. Assist the Financial Center Manager in building a high performing team through employee selection, onboarding, coaching and performance management.
• Drive proactive sales conversations through internal and outbound interactions including outbound calling, inbound contact center calls, appointment setting, and effective lobby engagement.
• Manage risk by ensuring the FC team is in compliance with applicable regulations and Fulton policy and procedure, while demonstrating sound judgment within established limits.
• Utilize the CRM (Customer Relationship Management) system and other resources to foster relationship building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships. Resolve complex or escalated customer inquiries.
• Provide ongoing support to customers regarding products and services and account maintenance requests. Process teller transactions and assist with operational activities as needed. Maintain flexibility between performing the various aspects of the role.
• Participate in off-site networking and community events.
• Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.

Qualifications

Education
High School Diploma or equivalent. (Required)

Bachelor Degree or the equivalent experience. Specialty: business or other related. (Preferred)
Experience
3 or more years related business or sales experience. (Required)

1 or more years supervisor or team leader. (Preferred)

req 18050

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Weekend availability

Work Location: One location

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