SB Financial Services Manager jobs in Waukesha, WI

Position Type :

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Job Description

GENERAL DUTIES & RESPONSIBILITIES
• Provides leadership for area of responsibility including planning, coaching, recruiting, selection, performance development and mentoring.
• Monitors staff performance, works with employees to implement goals and document progress, approves incentive compensation calculations and works with Human Resources on employee related issues.
• Responsible for activities involved in selling products and/or services, developing new accounts and/or expanding existing accounts.
• Directs resources in a cost-effective, innovative manner including assisting sales executives in effective use of resources and tools.
• Participates in establishing financial goals, objectives and measurements to meet growth targets.
• Develops sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
• Identifies critical market segments through market research and competitor analyses and recommends sales strategies for improvement.
• Implements and executes sales policies and practices.
• Oversees trade show participation and participates in planning of sales meetings.
• Prepares sales production reports for senior management.
• Participates in building, packaging and price setting with members of management to meet market needs.
• Monitors client survey results to ensure positive client relationships and satisfaction and responds to any negative criticism.
• Ensures development and maintenance of long-term relationships with client base.
• Instills a belief in the company's vision, mission and goals and works to establish FIS as an industry expert and leader.
• Encourages staff to participate in product/service as well as industry related educational opportunities to strengthen and improve skill levels and ability to service customers.
• May assist sales executives in attaining revenue goals including the development of tactical and strategic plans to create and close product/service opportunities.
• Other related duties assigned as needed.

EDUCATION REQUIREMENTS
Bachelor’s degree or the equivalent combination of education, training, or work experience.

GENERAL KNOWLEDGE, SKILLS & ABILITIES
• Requires strong management, organizational, team building, coaching and mentoring skills
• Requires strong business skills, industry knowledge, financial management and planning skills, long-term vision and executive presence
• In-depth knowledge of FIS products and services
• General knowledge of financial and/or payment solutions technology including systems, applications and banking practices
• Requires expert negotiation and communication skills, both written and verbal
• Excellent skills in communicating ideas both verbally and in written form in a clear, concise and professional manner including presentations
• Ability to communicate effectively with all levels of management in an organized, professional manner
• Skill in productivity, planning and workload management
• Requires solid decision-making and problem solving skills
• Analytical skills are required to determine client business needs and requirements
• Ability to remain calm under various levels of pressure
• Ability to show established track record of involvement in industry trade groups preferred
• Requires the ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, clients and public
• Ability to identify, address and resolve employee related issues
• Travel is required

FIS JOB LEVEL DESCRIPTION
Senior management role. Manages a portion of the sales activities within the division with responsibility for results, including costs, methods and staffing. Receives assignments in the form of objectives and determines how to use resources to meet sales goals. Provides guidance to team members within latitude of established company policies. Recommends changes to policies and establishes procedures that affect group. Works on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends. Follows processes and policies in selecting methods and techniques for obtaining solutions and results. Acts as advisor to team members in meeting sales objectives and/or resolving problems. Develops and administers schedules, performance requirements, and may have budget responsibilities.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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