Job Summary:An Area Manager -- Client Services should demonstrate commitment to delivering distinctive service. This position will be responsible for overall leadership of the Firm's activities in the assigned geographic area to ensure safety and soundness. This position is accountable for the development of team members, operations, profitability and growth of the area of responsibility, client retention, and achievement of service standards.
Job Duties and Responsibilities:- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
- Achieve and maintain a working environment conducive to the development and motivation of qualified, productive, cross-functional team members with a 95% retention rate.
- Develop and maintain personal knowledge of market to ensure delivery of effective advice.
- Helps develop and implement the overall business strategy of the firm, its culture and mission statement within the geographic area of responsibility.
- Works closely with the Regional President and other officers of the firm to help assure achievement of the business strategy and plan for the firm.
- Assist in the recruitment and hiring of new team members for their area of responsibility and other areas of the firm.
- Identify client needs and recommend other partners within the Firm.
- Provide leadership and support for all lines of business.
- Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
- Assist other team members as needed to ensure delivery of distinctive service.
- Perform other related duties and responsibilities as assigned.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Minimum Education: College degree is required -- finance or business-related.
Minimum Experience: Minimum of 15 years' experience in financial services with a minimum of 10 years' progressively responsible professional/managerial experience.
Required Knowledge, Skills & Abilities:- Extensive management/team leader experience required.
- Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
- Knowledge of federal and state banking regulations and compliance.
- Broad knowledge of bank products and services. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check. Additionally, this position may require FINRA licensing/certifications.
