Job Summary:

The Financial Manager, Branch or Department will oversee and lead financial activities of workers in the assigned branch/department.

Supervisory Responsibilities:

• Plans, leads, and supervises the activities of workers in the branch or department.
• Provides on-the-job training and guidance as needed.
• Conducts performance evaluations that are timely and constructive.

Duties/Responsibilities:

• Gathers and analyzes data as needed to monitor and improve the current and future financial status of the branch/department.
• Analyzes market conditions through the review of securities transactions and price lists.
• Reviews financial reporting structures, accounting procedures, and investment activities; recommends improvements to procedural, operational, and financial controls.
• Drafts operational and risk reports for management analysis.
• Facilitates risk management and insurance programs to minimize risks and losses.
• Manages the flow of cash and financial instruments.
• Develops and oversees procedures to safeguard assets, records, and loan collateral and securities.
• Reviews, assesses, and oversees loan applications. Facilitates the approval and rejection of personal and commercial credit and loans.
• Reviews collection reports to determine the status and outstanding amounts of collections; refers delinquent accounts to appropriate agencies or attorneys.
• Prepares and presents financial and other related reports as required by company policy, local, state, and/or federal laws and regulations.
• Plans and prepares branch/department budgets.
• Participates in networking events and opportunities to locate and recruit new business.
• Establishes and maintains relationships with customers and clients, assisting them when needed.
• Gathers, prepares, and provides financial information to stockholders and other investors; assists with efforts to raise additional capital.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Thorough understanding of the laws, regulations, and policies that govern the financial and banking industry.
• Ability to review and analyze financial documents and reports and to identify trends, risks, weaknesses, and other pertinent information.
• Excellent management skills.
• Excellent verbal and written communication skills.
• Ability to use sound judgment to make decisions in line with company goals.
• Ability to work independently.

Education and Experience:

• Bachelors degree with coursework in Finance, Accounting, Economics, or Business Administration required; Masters degree in a related field preferred.
• At least five years of related work experience required.
• Chartered Financial Analyst (CFA) certification preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• May be required to travel on occasion.