Banking Center Manager - Fidelity Cooperative Bank : Job Details

Banking Center Manager

Fidelity Cooperative Bank

Job Location : Barre,MA, USA

Posted on : 2025-08-16T01:01:56Z

Job Description :

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SummaryOur Banking Center Managers play a critical role in ensuring that our LifeDesign philosophy is evident in every element of banking center operations. A successful Banking Center Manager will understand and embrace the LifeDesign philosophy and will actively pursue opportunities to assist clients through LifeDesign sessions. This position requires an individual who is self-motivated, enjoys building and expanding customer relationships, prospecting and developing new clients on a continuous basis, and has a track record of success within a sales environment. Must have strong relationships in the business community and a proven track record of growing retail and business relationships in a competitive environment. Strong business development skills required.

SummaryOur Banking Center Managers play a critical role in ensuring that our LifeDesign philosophy is evident in every element of banking center operations. A successful Banking Center Manager will understand and embrace the LifeDesign philosophy and will actively pursue opportunities to assist clients through LifeDesign sessions. This position requires an individual who is self-motivated, enjoys building and expanding customer relationships, prospecting and developing new clients on a continuous basis, and has a track record of success within a sales environment. Must have strong relationships in the business community and a proven track record of growing retail and business relationships in a competitive environment. Strong business development skills required.Essential Job Functions & Responsibilities

  • Deepens our current clients' relationships and acquires new clients by proactively conducting outbound, in person business calls as well as outbound phone calls.
  • Maximizes business deposit relationships through promoting products and services to best meet the business needs of our clients
  • Develops and maintains strong relationships with internal business partners in order to refer and grow business relationships.
  • Schedules regular formal and informal coaching sessions with team members. Coaches team members on identifying sales opportunities.
  • Initiates and coordinates loan requests in conjunction with Commercial Lenders by making joint calls to clients and prospective clients.
  • Designs banking center Sales Action Plans to ensure assigned banking center meets or exceeds goals and identifies when change may be needed.
  • Provides overall leadership to staff in motivating and rewarding staff in product and service knowledge and selling techniques. Monitors results and makes adjustments to meet goals.
  • Exercises responsibility for the success of marketing initiatives presented by the bank.
  • Ensures sound and compliant banking center operations including ensuring compliance of all bank policies and regulations, implementing appropriate security policies and practices and resolving complex operational issues.
  • Communicates with Human Resources & SVP/Chief Community Banking Officer relative to appropriate employment matters, i.e. hiring, terminations, disciplinary actions, promotions, transfers, etc.
  • Monitors the appropriate levels and utilization of staff consistent with business needs.
QualificationsEDUCATION & CERFIFICATIONS:(Minimum education required to perform the duties of this position)
  • Bachelor's Degree (Preferred)
Knowledge, Skills & Abilities
  • 5 - 7 years of Retail Banking Supervisory experience and/or college degree in Finance or Marketing.
  • Accuracy and attention to detail are essential to the position.
  • Sense of urgency in responding to clients is critical. Self-motivated, enthusiastic, and maintains a positive attitude.
  • Exceptional written and verbal communication skills.
  • Must demonstrate strong leadership skills including, the ability to lead, train, coach, and motivate staff; strong ability to multi-task in a busy environment; solid organizational and time management skills.
  • Ability to utilize and learn multiple computer systems and programs.
  • Mass State Life and Health Insurance license, Series 6 & 63 beneficial, but not required.
  • Demonstrates high ethical standards and personal integrity building credibility and enhancing the Bank's reputation in the business community.
  • Possesses excellent presentation, analytical, communication and negotiation skills.
  • Possesses the ability to identify business opportunities in a highly competitive environment.
  • Strong knowledge of bank products and services.
  • Retail experience and a proven track record of promoting bank services and products and increasing market share.
  • Basic lending skills and understanding of loan products.
  • Must have cyber security awareness to protect the digital environment, the Bank, and clients.
Competencies
  • Must have cyber security awareness to protect the digital environment, the Bank, and clients.
  • Management Courage/Command Skills
  • Leadership/Coaching/Development
  • Business Acumen
  • Culture/Guest/Client Service Ambassador
  • Sound Judgment
  • Delegation
  • Technology Enthusiast/Early Adopter
  • Problem Solving
  • Excellent Verbal and Written Communication Skills
  • Critical Thinking Skills
  • Financial Comprehension
  • Learning Agility

Seniority level
  • Seniority levelMid-Senior level
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance and Sales

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