Comerica

Assistant Banking Center Manager

Posted on: 17 Nov 2021

Walnut Creek, CA

Job Description

Position Competencies
Successful incumbents possess interpersonal savvy, can focus on the customer, have high decision quality, drive for results, direct others, motivate others, good presentation skills and process management.

Position Responsibilities:

Marketing Activities

Assists with coaching, executes and impacts the proactive marketing activities for the attraction, expansion, and retention of customers.
Completes assigned Daily Planning activities.
Provides effective New Customer Onboarding and Customer Engagement by routinely strengthening new and current customer relationships, introducing new and existing customers to Comerica’s products and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
Participates in the acquisition of consumer and business clients through the effective use of targeted leads, self-sourcing new business and managing referral source relationships, and attracting new customers to Comerica.
Supports Portfolio Management efforts to retain, expand and increase the number of portfolio customers in the Banking Center.
Impacts revenue growth of the Banking Center.
Other duties as assigned.

Operational Risk

Ensures compliance with applicable federal, state and local laws and regulations; and Comerica policies and procedures.
Ensures completion of necessary compliance related training.
Ensures the Banking Center is Operating effectively within risk assessment and compliance standards.
Approves transactions within authority.
Other duties as assigned.

Customer Experience

Provides coaching assistance to others.
Able to assess needs and adds value to customers and prospects.
Stays current, seeks to learn about new products, services, technologies and customer service tactics; assists others.
Educates and fulfills customer requests, routine and complex.
Resolves complex customer complaints.
Maintains and adds value to deepen existing relationships.
Provides transactional customer service, including but not limited to the following: Accept and process deposits, withdrawals and payments and handle other over the counter and mail transactions, as needed.
Impacts the customer experience by assisting others using defined customer experience guidelines and other customer experience behaviors and feedback as needed.
Other duties as assigned.

Partnership Activities

Assists with coaching and impacts the efforts that support Banking Center Collaboration.
Develops a relationship with the partner to support business development.
Proactively identifies opportunities to add value to customers by introducing them to partners.
Other duties as assigned.

Position Qualifications

Bachelor’s Degree from an accredited university OR 4 years of experience in Financial Service
2 years of experience in management with staff development
2 years of experience in Consumer/Business sales development
1 year of experience utilizing Microsoft Office Products including Word, Excel and PowerPoint

Comerica

Dallas, TX

Comerica Incorporated, through its subsidiaries, provides various financial products and services. It operates through three segments: Business Bank, Retail Bank, and Wealth Management. The Business Bank segment offers various products and services, including commercial loans and lines of credit, deposits, cash management, capital market products, international trade finance, letters of credit, foreign exchange management services, and loan syndication services middle market businesses, multinational corporations, and governmental entities.

The Retail Bank segment provides personal financial services, such as consumer lending, consumer deposit gathering, and mortgage loan origination. It also offers various consumer products that include deposit accounts, installment loans, credit cards, student loans, home equity lines of credit, and residential mortgage loans. The Wealth Management segment provides products and services comprising fiduciary, private banking, retirement, investment management and advisory, and investment banking and brokerage services.

It also sells annuity products; and life, disability, and long-term care insurance products. The company also engages in the securities portfolio, and asset and liability management activities. It operates in Texas, California, and Michigan, as well as in Arizona and Florida, Canada, and Mexico. The company was formerly known as DETROITBANK Corporation and changed its name to Comerica Incorporated in July 1982. Comerica Incorporated was founded in 1849 and is headquartered in Dallas, Texas.

Similar Jobs