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Financial Manager

About Company:More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.Job Summary of Financial Manager:As a Financial Manager with Banner Bank you will manage the efficient daily operation of a branch office, including sales, operations, consumer/small business lending, high client service levels, security and safety in accordance with the Bank's objectives. Develop new deposit and loan business. Provide a superior level of client service and promotes the sales and service culture through coaching, guidance and staff motivation. Achieve individual and branch sales goals through new business sales, referrals, and account retention.Responsibilities of Financial Manager:• Tasked with providing leadership, training, and supervision. Delegate daily operations to the Branch team. Perform responsibilities in the absence of other Branch personnel.• Responsible for achieving established Bank and branch objectives by actively engaging in the Banner Way Sales Management and Sales Management Systems initiatives.• Participate in joint community ventures to enhance the Bank's visibility and facilitate the growth of new and established business avenues.• Tasked with overseeing observations and coaching sessions with the sales team on a regular basis to promote the development of new business. Lead Touch Bases, Huddles, and Skill builders with the sales team.• Connect with prospects and clients via outbound calls to explore and understand their financial needs for the present and future.• Manage the marketing strategies for Consumer and Business Credit cards, Account Analysis, and Treasury Management Services, and similar financial solutions. Additionally, promote the adoption and utilization of Merchant Services while dealing with any existing Merchant Services challenges.• Foster a culture of high performance within the branch during Bank and Division Sales Initiatives through strategic promotional activities geared towards core account development.• Obliged to follow and oversee staff compliance with policies, procedures, security standards, and regulatory mandates.Qualification of Financial Manager:• Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)• 6 or more years of bank branch leadership and operations experience required• 2 or more years of experience in a supervisory/management role leading a project, process or team required• Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Considerable knowledge in all facets of the consumer lending process.• Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.• Possess effective selling, cross selling and referral skills. Demonstrated success in sales and business development. Demonstrated ability to develop and manage income and expense budgets; proficiency in MS Word and Excel.• Possess strong mathematical, analytical, problem solving, and negotiation skills. Ability to analyze client credit data and other related financial information.• Demonstrate ability to train employees in client service, sales, operations, product knowledge, and consumer loans. In-depth knowledge of management and supervisory principles, policies, and legal requirements. Demonstrated leadership, team building, and management skills.• Knowledge of state and federal laws and regulations related to banking.• Travel up to 20%Benefits of Financial Manager:• Incentive potential.• A wide array of employee benefits, including medical insurance, dental plans, vision coverage, long-term disability support, short-term disability benefits, and life insurance options.• Company-provided paid vacation days, sick leave, and 11 paid holidays.• Tuition reimbursement.At Banner Bank, all eligible candidates will be given equal opportunities for employment, regardless of their race, religion, gender, or sexual orientation. The bank values diversity in the workplace and does not discriminate based on national origin, citizenship, marital status, disability, or veteran status among applicants.The submission of unsolicited resumes from agencies or search firms for job listings at Banner Bank is not allowed. Resumes provided by third-party agencies without a signed agreement will be owned by the bank. Banner Bank does not pay any fees for hiring candidates who are referred by unsolicited agencies or search firms.
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CEO of Banner Bank
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Mark J. Grescovich
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$80000K
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What You Should Know About Financial Manager, Banner Bank

If you're a dynamic leader who thrives in a fast-paced environment, the Financial Manager position at Banner Bank in beautiful Big Bear Lake, CA, might just be the perfect fit for you! At Banner Bank, we've been dedicated to helping businesses and individuals achieve their financial goals for over 130 years, earning accolades like being named one of the Best 100 Banks in America by Forbes. As a Financial Manager, you'll oversee the daily operations of our branch, driving sales and operations, while ensuring an exceptional client experience. Your role will involve coaching and training team members to excel in their roles and fostering a culture of high performance. You'll take charge of developing new business and expanding our client base through strong relationship-building practices. Your responsibilities will extend to managing marketing strategies and exploring financial solutions for various clients. In this role, you'll have the opportunity to make a significant impact within our community, participating in joint ventures that enhance the bank's visibility. With a strong emphasis on leadership and a thorough understanding of retail banking, this position offers the chance to grow and advance your career within a supportive and values-driven organization. Join us at Banner Bank, where your contributions will play an essential role in our mission to create a trusted financial environment for all! We're excited to see how you'll leave your mark in our branch!

Frequently Asked Questions (FAQs) for Financial Manager Role at Banner Bank
What are the key responsibilities of a Financial Manager at Banner Bank?

As a Financial Manager at Banner Bank, you will be responsible for overseeing daily operations within the branch, managing sales and consumer lending, and ensuring high levels of client service and team motivation. You will lead the development of new deposit and loan business while empowering your staff to excel through coaching and guidance, ultimately achieving branch sales goals.

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What qualifications are required for the Financial Manager position at Banner Bank?

To qualify for the Financial Manager position at Banner Bank, candidates should possess a bachelor's degree in fields such as Accounting, Business, or Economics. Additionally, a minimum of 6 years of bank branch leadership experience is required, along with 2 years in a supervisory role. Demonstrable skills in client service, sales, and a strong understanding of retail banking products and regulations are essential.

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How does a Financial Manager contribute to the community at Banner Bank?

Financial Managers at Banner Bank play an integral role in enhancing the bank's community presence by participating in joint ventures and initiatives that foster growth for local businesses. By promoting financial products and services tailored to community needs, they help create partnerships that benefit both the bank and its surrounding community.

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What is the culture like for Financial Managers working at Banner Bank?

The culture at Banner Bank for Financial Managers is one of collaboration, support, and high-performance expectations. Financial Managers are encouraged to foster teamwork within their branches, advocate for client needs, and contribute to a positive work environment that prioritizes professional development and continuous learning.

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What benefits does Banner Bank offer to its Financial Managers?

Banner Bank offers a comprehensive benefits package for its Financial Managers, which includes medical, dental, and vision coverage, long-term disability support, short-term disability benefits, life insurance options, paid vacation days, sick leave, and 11 paid holidays. Additionally, the bank provides tuition reimbursement to support ongoing education and career growth.

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Common Interview Questions for Financial Manager
Can you describe your leadership style as a Financial Manager?

When discussing your leadership style in an interview for the Financial Manager position, focus on your ability to inspire and motivate your team. Provide examples of how you've successfully led teams to achieve performance goals and maintained morale, emphasizing your commitment to coaching and professional development.

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How do you handle conflicts within your branch team?

In response to handling team conflicts, emphasize your approach to open communication and collaboration. Share a specific example of a conflict you resolved, illustrating how you facilitated understanding and compromise, leading to a more harmonious and productive work environment.

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What strategies do you use to develop new business in a bank branch?

Discuss strategies that reflect your proactive approach to business development, such as networking, community involvement, and personalized outreach to clients. Highlight any successful campaigns you led that resulted in increased business and client retention.

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How would you ensure your branch meets established sales goals?

Explain how you would utilize data analysis and sales management systems to track progress and identify areas for improvement. Detail your methods for keeping your team motivated and engaged, including regular meetings for setting goals and accountability.

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What do you consider the most important metrics to track in a financial branch?

Mention key performance indicators such as loan growth, deposit increases, customer satisfaction ratings, and employee performance metrics. Discuss how these indicators influence strategic decisions and reflect the overall health of the branch.

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Describe your experience with regulatory compliance in the banking sector.

Your response should include your knowledge of relevant banking regulations and your experience ensuring compliance within previous roles. Emphasize your understanding of the importance of adhering to these standards and any processes you've implemented to maintain compliance.

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How do you prioritize customer service while achieving branch sales goals?

Discuss your belief that exceptional customer service drives sales and retention. Provide examples of initiatives you’ve led to ensure your team remains focused on customer satisfaction while simultaneously meeting sales objectives, highlighting the balance between the two.

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What techniques do you use to train your staff in sales and product knowledge?

Outline your hands-on approach to training, incorporating regular coaching sessions, role-playing scenarios, and knowledge assessments. Emphasize how you align training with sales strategies to ensure your staff can effectively contribute to business growth.

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Can you provide an example of how you've improved banking processes?

Share a specific scenario where you identified inefficiencies in banking procedures and successfully implemented changes that improved service delivery or operational efficiency. Highlight the resulting benefits for both customers and team members.

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How do you stay current with industry trends and changes?

Express your commitment to continuous learning through professional development opportunities, attending industry conferences, and following relevant publications. Mention specific resources or contacts that help you remain informed about trends affecting the banking industry.

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Banner Bank is a dynamic full-service financial institution, operating safely and profitably within a framework of shared integrity. Working as a team, we will deliver superior products and services to our valued clients. We will emphasize strong ...

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Full-time, on-site
DATE POSTED
December 21, 2024

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