Financial Center Manager
Job Locations
US-PA-North Wales
Requisition ID
2025-23089
Location Name
Montgomeryville
County
Montgomery
Category
Retail/Branch Banking - Pennsylvania
Position Type (Portal Searching)
Full-Time
FLSA Status
Exempt
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
Financial Center Manager position available at our Montgomeryville Financial Center in North Wales, PA, Montgomery County.
The primary responsibilities as the leader of a financial center/s are to lead all aspects of financial center performance and to drive sales growth and service excellence while fostering a culture of success. Incumbents will focus on talent development, individual and team sales performance with consumer and small business clients, community engagement, operational excellence, and strategic leadership to achieve and surpass the financial center's goals and overall success for Fulton.
Responsibilities
Drive Sales Performance: Utilize Fulton's sales process and the Customer Relationship Management (CRM) tool to align key activities and behaviors needed to achieve and exceed sales growth for both new and existing customers within the consumer and business segments. Establish employee performance expectations and development plans to identify areas for improvement and set clear, actionable goals. Leveraging the CRM, cultivate meaningful relationships with customers, whether onboarding new clients or nurturing existing relationships, with a consistent approach to foster trust and loyalty. Handle complex customer inquiries with tact and efficiency.
Leadership and Coaching: Actively utilize Fulton coaching models and feedback mechanisms to guide Financial Center employees towards goal attainment and sustained performance excellence. This role involves consistent coaching and mentoring of employees to help them realize their full potential. Through personalized guidance, role play, customized learning and support, empower the team to overcome challenges, develop key competencies, and excel in their roles.
Business Development and Community Engagement: Build and maintain a strong network within the local community. Engage with individuals, small businesses, and community organizations, identifying opportunities to promote our small business banking products and services. Participate in networking and in community activities including non-profit board/committee positions to position Fulton as a valuable partner within the community. Be active on non-profit boards / committees in the community.
Operational Excellence: Oversee the implementation of internal processes and procedures, ensuring compliance with all risk management initiatives and regulations. Evaluate and optimize the efficiency of our operations to maximize profitability and deliver an exceptional customer experience. Handle escalated customer issues with professionalism and efficiency.
Manage and Develop Talent: Plan, assign, and evaluate the work of the financial center team. This involves screening and selecting top-notch candidates, providing guidance and coaching, establishing clear goals and objectives for each team member. Monitor volume, workflow, and quality, and manage performance, including performance appraisals and pay recommendations, to ensure that the team is motivated and performing at their best.
Strategic Leadership: Extend beyond financial center and contribute to broader business and corporate initiatives. Consistently reinforcing our strategic goals tothe team and stakeholders, leading through organizational change, and partnering with the Commercial segment will be integral. Champion cultural activities and participate in focus groups and task forces to drive continuous improvement.
Qualifications
Education
Bachelor's Degree or the equivalent experience. Specialty: Business or other applicable. (Required)Experience
5 or more years Banking, Financial Services, or sales. (Required)
3 or more years leading sales, Operations, or Risk Management. (Required)Knowledge, Skills, and Abilities
Ability to motivate a sales team, set expectations and drive accountability (Required)
Small Business Banking acumen (Required)
Collaboration skills (Required)
Passion and enthusiasm to meet and exceed goals (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary range for this position is $63,000.00 - $105,000.00 annually.
Additional Compensation Components
This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
NMLS
This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religi
