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Financial Services Manager

Company: Mechanics Bank
Location: San Francisco
Posted on: June 26, 2022

Job Description:

Mechanics Bank is currently searching for a Financial Services Manager role based at our San Francisco, CA Branch.In this role, you will supervise and direct the sales functions of a Retail Branch Office. Identify opportunities and sell a full suite of Retail Banking deposit and lending products to consumers and small businesses. Support the Branch Manager through coaching and developing platform staff. Work directly with clients on complex consumer, business, and fiduciary account structures. Maintain excellent knowledge of Compliance requirements, Bank Policies and Procedures, and Bank Products and Services.What you will do:

  • Works with the Branch Manager to manage the sale of Branch lending and deposit products in alignment with the Banks goals. Has a superior understanding of consumer and small business credit including consumer mortgages, home equity lines of credit, and business lines of credit and term loans.
  • Sources and develops new business by expanding and deepening relationships with existing customers and new customers. Identifies and assesses client needs and goals, offering Bank products and quality referrals to partners. Assists the Branch Manager in internal and external business development, while managing a portfolio of retail branch customers.
  • Assists the Branch Manager in determining sales goals, and developing strategies to meet those sales goals. Coaches, guides, develops, and directs subordinate staff. Recommends performance goals and ratings, hiring, and corrective actions. Direct supervisor of sales oriented employees. Leads meetings of platform staff.
  • Coordinates effective retail branch operations and sales with the Banking Services Officer, promoting teamwork, excellent customer service, cross-sales, and the promotion of Bank products and services.
  • Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and clients.
  • Ability to perform platform and operations functions including teller transactions, night deposit, cash control activities, and opening of new accounts.
  • Represents the Bank in civic and community events to enhance the visibility and reputation of the Bank, and to expand business opportunities.Who you are:
    • Thorough knowledge of Bank Products and Services, policies and procedures related to new accounts and sales functions.
    • Thorough knowledge of small business and consumer credit principles and practices.
    • Knowledge of State and Federal banking regulations as they relate to new accounts and operations functions.
    • Leadership ability to supervise and direct subordinate employees, and to provide coaching and development.
    • Skill with dealing with customer issues in stressful situations.
    • Ability to persuade, including the value and benefits of using the Bank's services and products.
    • Excellent interpersonal skills, including customer service, listening, and responding appropriately to requests from customers.
    • Outside calling skills including prospecting, appointment setting, and sales presentations to decision makers
    • High School Diploma/GED
    • Minimum of 3 years of Banking Experience or equivalent sales experience.MV3#LI-MV1
      • Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
      • Please view Equal Employment Opportunity Posters provided by OFCCP here.
      • To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

Keywords: Mechanics Bank, San Francisco , Financial Services Manager, Accounting, Auditing , San Francisco, California

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