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Wachovia Corporation |
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Financial Center ManagerPosted: October 29, 2009
Position Summary Risk management accountability by proactively inspecting operational controls and coaching accordingly Model the expected behaviors and hold team accountable for corporate expectations Effectively optimize staffing schedules to maximize the production of the store Hold others accountable to meet their production requirements The ability to recruit top talent is essential to the success of the role expectations Responsible for performance management by holding team accountable for sales and service results Gain daily commitments from their team by conducting on the spot process coaching sessions The ideal candidate must have strong teaching skills to ensure sales service team has the ability to increase wallet share market share and profitability Must present themselves as the face of Wells Fargo in their community through community involvement and networking Create a consistent WOW experience for every client interaction Actively observe team members and provide one on one coaching Responsible for acquiring new relationships deepening and enhancing current relationships resulting in increased market share wallet share and profitability Exceed client and corporate service expectation Create a positive work environment that attracts top performers and develops their skills to maximize their potential Exceed corporate retention expectations Create a diverse workforce by partnering with recruiting and by understanding market demographics Key Duties Responsibilities 1 Actively Coaches all Sales and Service Team Members to Provide Extraordinary Customer Service Achieves Sales and Service Mastery and Operational Excellence 61607 Develops innovative ways to encourage inspire motivate and support team members 61607 Leads financial center employees in establishing an environment that achieves exceptional customer service facilitates teamwork and retains the best employees 61607 Serves as a role model for team members by exhibiting professionalism promoting service awareness being operationally sound and possessing strong leadership problem solving and teambuilding skills 61607 Actively observes and coaches team members to achieve sales and customer service success 61607 Builds influencing relationship with Financial Specialist to achieve service and sales performance strong financial center teamwork and a positive customer experience 61607 Utilizes Wachovia Way Sales and Service Management Processes to set objectives create action plans and monitor performance progress 61607 Actively participates in the selection of financial center team members 61607 Builds an inclusive environment that leverages all team members strengths 61607 Exhibits the company s core values by being a role model for ethical behavior and holds all team members accountable for adhering to the core values and ethical standards 2 Successfully Participates in Hiring Developing Leading and Promoting Engagement for all Team Members 61607 Works closely with the Recruiter and Service Manager and other support partners to interview and assess candidates using established interview and assessment tools 61607 Works to provide an exceptional on boarding experience for new hires and ensures all service team members receive the training coaching and mentoring needed to achieve individual success 61607 Develops a strong partnership and communication with the Service Manager to create a work environment that supports team member development and retention 61607 Creates a positive fun work environment that constantly celebrates team successes and recognizes individual achievements 61607 Creates an inclusive environment that encourages inspires motivates and supports the team while respecting differences among team members customers and communities 3 Consistently Provides an Extraordinary Level of Customer Service Understands demonstrates and coaches team members to move from providing good service meeting expectations to providing great service exceeding expectations This includes observing individual service team member customer interactions each day and providing positive constructive suggestions for incorporating SHINE Smile Handshake Introduction Name and Eye Contact into each interaction building rapport and thanking the customer for their business after each transaction Key Duties Responsibilities continued 61607 Is expected to strategically coach and monitor customer service activities and behaviors daily through clearly defined expectations and accountability standards This includes responsibility for conducting training and other high impact coaching activities to ensure extraordinary customer service as defined by performance standards The Store Manager is expected to consider the customer in everything they do 61607 Focal point for customers by greeting assessing needs directing to appropriate financial center personnel and performing service transactions when appropriate 61607 Educates customers on delivery channels and encourages customer choice for the most appropriate option 61607 Serves as empowered decision maker and escalation point for service and operational issues 61607 Observes team members interacting with customers each day and provides constructive suggestions for improving customer interactions 61607 Makes outbound retention calls to high value customers and identifies potential opportunities for growth of customer relationship 4 Meets or Exceeds Store Wide Sales and Referral Goals as specified in the Wells Fargo Quarterly Incentive Plan 61607 Is goal oriented and monitors daily sales and referral progress for the service team 61607 He she helps service team members set and achieve individual sales goals to ensure high level performance while maintaining ethics and integrity 61607 Has an in depth understanding of the Sales and Service process and a demonstrated ability to coach service team members to achieve extraordinary sales and service performance 61607 Meets or exceeds store wide solution and referral goals 61607 Monitors daily sales and referral progress for the entire team 61607 Assists team members in setting and achieving individual sales goals 61607 Models accountability by aggressively setting goals and holding themselves accountable for achieving them 61607 Has an understanding of the sales process and a demonstrated ability to coach team members to improve performance 61607 Responsible for the overall growth of the financial center Book of Business through the acquisition expansion and retention of customer relationships Accountable for developing and deploying team strategies and tactics to achieve all financial center goals Assesses performance of direct reports rewards and recognizes strong performers and develops action plans to address performance issues Follows bank policies procedures and security guidelines as well as complies with all federal state and local regulations Supports expense management and overall achievement of financial plan 5 Adequately Schedules and Staffs to Ensure Proper Staffing Levels 61607 Is able to balance individual scheduling needs with needs of the overall store to ensure excellent customer service is provided at all times 61607 Effectively partners with the Service Manager to communicate critical scheduling information to the team regarding store peak times and the need for specific resources based on customer arrival patterns 6 Achieves 100 Compliance with Wells Fargo s Internal Policies and Procedures The Store Manager 61607 In partnership with the Service Manager is responsible and accountable for passing and handling audit compliance operations and regulatory requirements 61607 Is a compliance expert understanding required daily weekly and monthly Key Duties Responsibilities continued processes and procedures delegating and coaching where appropriate 61607 Is responsible for communicating and providing timely updates about store operational performance to the Store Manager and appropriate partners 61607 Effectively uses tools resources to meet compliance task deadlines assigns team members to each task trains the entire team in all compliance issues monitors results and creates and files appropriate reports 61607 Monitors compliance weekly and has a master calendar tracking deadlines and assignments 7 Approves Customer Transactions Efficiently with second set of eyes 61607 Reviews sales of maximum solution 61607 Establishes consistent routines and follows set procedures to ensure operational integrity which includes daily balancing of cash and negotiable items while still maintaining a high level of customer satisfaction and interaction all day long 61607 Will handle more complex services and transactions including approvals for service team members 8 Assists with Other Store Duties as Required Store Manager Qualifications Basic Qualifications 61607 2 years retail management or financial services management experience 61607 2 years sales experience 61607 Two plus years interacting with people or customers Minimum Qualifications 61607 Demonstrated and or proven ability to inspire lead and motivate a team to achieve goals 61607 Must have a strong work ethic careful attention to detail and compliance of policies and procedures 61607 Must be successful in hiring developing coaching and or training staff 61607 Positive demeanor with an ability to motivate and inspire a team 61607 A genuine empathy and concern for people helping each team member achieve his her potential 61607 Inspire a team to reach aggressive sales and customer service goals 61607 Proven ability to engage recognize and retain team members 61607 Strong work ethic 61607 Adaptable and flexible coaching style which takes into account the needs and learning styles of a diverse team 61607 Organizational skills 61607 Desire to progress and continually grow within the company 61607 Professional Verbal Written Communication and Presence 61607 Strong communication skills ability to provide meaningful context and align communications with our vision and values consistently demonstrates proactive communication constantly reaching out to team members informally 61607 Demonstrated skill in use of computers Preferred Qualifications 61607 Business acumen ability to run a small business 61607 Adaptable and flexible coaching style which takes into account the needs and learning styles of a diverse team 61607 Proven experience selling products and services 61607 Proven experience meeting customer satisfaction goals 61607 Proven experience working in a fast paced environment 61607 Ability to work a flexible schedule that includes working weekends and some holidays 61607 Ability to stand for extended periods of time Please refer to job code 286850 when responding to this ad.
| Category: | Accounting/Banking/Finance/Insurance |
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> Other Finance
| | Location: | Wayne, NJ | | County: | Passaic County | | ZIP Code: | 07470 | | Pay Rate: | Open | | Job Terms: | full time | | Company: | Wachovia Corporation | | Phone: | email only please | | Fax: | email only please |
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