Financial Center Manager

Overview

As a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering employee development, and maintaining operational soundness. Your role will encompass a variety of duties aimed at driving growth, efficiency, and customer satisfaction.

• Sales Goal Achievements: Develop and implement strategies to meet or exceed sales targets for banking products and services (e.g., loans, deposits, and/or investments). Lead by example by actively engaging in sales activities and motivating staff to achieve their sales objectives.
• Individual Goal Achievement: Work with each team member to set clear, measurable goals aligned with organizational objectives. Provide guidance, support, and resources to help team members achieve their targets. Regularly monitor progress using sales tools and provide coaching for continuous improvement.
• Operational Soundness: Accountable for all operational activities within the financial center, including cash management, regulatory compliance, and adherence to internal policies. Implement risk management practices to safeguard assets, minimize fraud, and maintain a secure banking environment. Collaborate with support functions to streamline processes and enhance efficiency.
• Leadership and Culture: Uphold a customer-centric culture by ensuring every customer interaction is prompt, courteous, and efficient. Address inquiries, concerns, and complaints promptly to maintain high levels of satisfaction and retention. Implement initiatives to improve the overall customer experience and loyalty.
• Employee Development: Provide guidance, coaching, and mentorship to staff to enhance product knowledge, sales skills, and customer service abilities. Conduct regular documented performance evaluations using HR tools to identify training needs and support career development opportunities.
• Compliance and Regulations: Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and protect customer information.
• Community Engagement and CRA Efforts: Represent Northwest Bank in the local community by participating in events and initiatives.
• Policy and Regulation Compliance: Ensure compliance with Northwest's policies and procedures, and Federal/State regulations.
• Technology Utilization: Navigate Microsoft Office software and department-specific applications to maximize technology tools and gain efficiency.

• Education: High School Diploma or equivalent preferred
• Preferred
  
  Work Experience:
  
  2 - 3 years Banking and/or retail experience; 2 - 3 years Sales leadership experience; 2 - 3 years Management experience
• Knowledge, Skills, and Abilities:
  • Ability to identify problems, obtain and evaluate information, determine causes, and suggest alternatives including innovative approaches
  • Ability to allocate and use information, personnel, time, and resources for strategic plans
  • Ability to make timely decisions and take action within authority
  • Ability to develop and evaluate alternative actions with data-driven reasoning
  • Ability to communicate ideas clearly in oral and written form
  • Ability to listen and facilitate open exchange of information
  • Ability to motivate and direct others to achieve goals
  • Ability to understand and apply procedures, regulations, and policies

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.