Preferred Team Manager
Lake Forest KY, United States
USD 54K-111K (estimate) Mid-level Full Time
Tasks
- Analyze household reports and financial center P Ls
- Coach relationship managers and advisors
- Complete orientation and coursework
- Conduct seminars and virtual learning
- Drive retail securities and insurance sales execution
- Ensure regulatory and compliance adherence
- Facilitate licensed banker education updates
- Identify assess manage monitor and report risks
- Inspect reporting and documentation
- Manage credit queue dashboards
- Manage licensing process for licensed banker candidates
- Manage sales performance expectations
- Review financial needs assessments
- Review sales strategy and best practices
- Supervise licensed bankers
- Support licensed banker onboarding
- Train and coach licensed bankers
Perks/Benefits
- N/A
Skills/Tech-stack
Coaching | Compliance Management | Consultative selling | Credit Queue Management | Dashboard Reporting | Financial needs assessment | Licensing management | Multi-tasking | NMLS SAFE Act Registration | Needs assessment | Onboarding management | Organizational skills | Performance Management | Presentation Skills | Queue management | Regulatory Compliance | Risk Management | Sales Management | Sales Performance Management | Sales performance | Training | Travel management | Verbal communication | Written communication
Education
Bachelor of Engineering | Bachelor of Science | Master of Science
Roles
Regions
Countries
States
Cities
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