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Consumer Banking Market Leader - Syracuse

Syracuse, New York

Job Description:

Primary Responsibilities
• Manage the day-to-day activities of Financial Center Managers (FCMs) and Relationship Managers (RMs) to drive sales growth and operational excellence
• Translate strategy into actionable plans for the market, diagnosing team performance and financial center gaps in order to develop action plans to drive sales productivity and risk management
• Execute consistently through formalized management routines
• Monitor and inspect client management processes
• Build and manage relationships with local financial center partners (Consumer Lending, US Trust, GWIM, Small Business, etc.) to ensure referral flow and execution of business strategies (Note: while the creation and enhancement of partnerships across the company is encouraged, setting referral goals or targets for unregistered individuals for investment referrals to the broker dealer is not permissible)
• Manage and execute end-to-end talent management process including market expansion, hiring, onboarding, proficiency of sales management; perform performance reviews and provide constructive feedback and coaching
• Enforce policies and procedures and ensure adherence of team members
• Conduct financial center visits and reviews to visibly manage/inspect processes and ensure client and associate safety; compliance with financial center objectives, policies, procedures, and operations
• Partner with Operations Manager to ensure coordination and adherence of team members to enterprise operational policies and procedures
• Partner with Performance Manager to ensure that relationship deepening is being properly executed and that business objectives are being met
• Ensure alignment of financial center resources to serve the core financial needs of clients
• Leverage best practices in order to remain up to date on all risk and regulatory requirements
Consumer Banking Market Leader - BQ056
• Responsible for coaching the behavior and performance of all team members, while maintaining adherence to applicable securities and regulatory laws, policies and procedures
• Ensures enterprise complaint tracking process is executed and resolves all client issues that are elevated to management level
• Drive client management and relationship deepening routines
• Manages and mitigates underperforming and declining results in the risk and client experience space; develops quality action plans and completes performance improvement process if appropriate
• Ensures associates are proficient in assisting and educating clients on how to conduct simple transactions via ATA, ATM, on-line and mobile capabilities; identifies Small Business/Commercial self-service opportunities
Required Skills
• Minimum 5 years of sales and/or bank operations experience
• Proven track record of coaching and improving performance in others
• Proactively builds trusted relationships with key partners/clients
• Can quickly learn business, priorities, challenges, and goals
• Can attract, recruit and retain an effective sales and operations team
• Ability to serve as client advocate to resolve problems independently or escalate as needed with sense of urgency
• Exercises good judgment and experience to make timely and effective decisions
• Demonstrated success in building networks across and outside of organizations
• Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service
• Projects enthusiasm, optimism, and determination
• Communicates clearly and effectively at all levels
• Communicates strategic business plans and tactical sales goals to team members
• Strong organizational skills including the ability to manage multiple responsibilities, prioritize, and delegate tasks
• Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
• Ability to pass compliance requirements
• Demonstrated ability to meet deadlines and excellent time management skills
• Proficiency in computer skills and professional programs (e.g. Microsoft Office) • Travel required: Will vary depending on geography
Preferred Skills
• Undergraduate college degree
• Prior management experience


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: Yes

Travel: Yes, 10% of the time


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
1 CLINTON SQ, NY, Syracuse, 13202