Financial Center Manager

Old Fort Banking Co
Xenia, OH Full Time
POSTED ON 4/21/2023 CLOSED ON 5/31/2023

Job Posting for Financial Center Manager at Old Fort Banking Co

Description

  • Paid vacation available at start  
  • 5 PTO Days 
  • Paid Holidays
  • Monday - Friday 8:15 am to 5:15 pm, rotating Saturdays 8:15 am to 12:15 pm 

The Old Fort Banking Company 

The Old Fort Banking Company is an employee-owned and operated financial institution, and a privately held subsidiary of Gillmor Financial Services, Inc. Established in 1916, the bank is headquartered in Tiffin, Ohio. Old Fort Bank is known for our strong relationships with our clients and communities we serve. We have:

  •  More than 100 associates
  •  Approximately 27,541 clients
  •  10 financial centers located in Bettsville, Clyde, Findlay, Fostoria, Fremont, Old Fort, Sugarcreek Township, Tiffin and Xenia.


Our Community is Our Cause


As a community-first bank, Old Fort Banking Company is proud to be a resource for local groups, organizations, and businesses. From charitable donations to sponsorships and involvement at local events, we take the time to help our communities thrive. Because when they succeed, we all do. It's about more than banking to us — it's about improving the places we call home.

We have established ourselves as a high performing community bank, measured in terms of our reputation for extraordinary client service, our ability to attract and retain the best and brightest people, and for the superior financial results we produce.


Client Focused

At OFBC we are focused on our client relationships. As an FCM, you report to the V.P. of Retail Banking and are a critical contact for our clients. You are client focused, ensuring all visitors feel welcome the moment they walk in the door by helping clients with all their retail and commercial banking needs. In addition, FCM’s, through their conversations with the clients, listen to uncover financial needs and transition clients to business partners to further assist, you act as a resource in identifying and resolving client servicing issues through strong client relationship skills. The Financial Center Manager is responsible for leading and coaching the Financial Center team to provide an excellent client experience while delivering on key sales & service initiatives. The FCM will lead an atmosphere where only appropriate products and services are recommended, one where each associated is valued and adheres to our core values.




Requirements

  • Leads Financial Center Associates and activities to ensure production, campaign and referral goal achievement.
  • Coach and develop associates through regularly scheduled conversations and annual reviews. 
  • Develop and retain new consumer and small business relationships. 
  • Lead a team that regularly partners with other lines of business. 
  • Oversee Financial Center Operations including: opening and closing, policy and procedures, security protocols, approvals and overrides. 
  • Originate and process new loan applications. 
  • Assist the team with client transactions, new accounts and established phone protocols. 
  • Ensures Associates understanding of Bank Products and Services.
  • Remain compliant with bank guidelines, policies, procedures, regulatory and BSA requirements.
  • Excellent communication skills, computer skills, accuracy, flexibility, ability to handle high stress situations, regular and predictable attendance, exercise discretion and good judgment, follow direction. 
  • Bachelor’s degree or equivalent work experience. Three to five years of experience in a financial institution.



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