Financial Center Manager

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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 various banking products and services, that may include loans, deposits, and/or investments. Lead by example by actively engaging in sales activities and motivating staff to reach their objectives.
• Individual Goal Achievement:
  Work closely with each team member to set clear, measurable goals aligned with organizational objectives. Provide guidance, support, and resources to help team members achieve their individual targets. Regularly monitor progress using sales tools and provide effective coaching for continuous improvement.
• Operational Soundness:
  Accountable for all operational activities within the financial center, including cash management, compliance with regulatory requirements, and adherence to internal policies and procedures. Implement risk management practices to safeguard assets, minimize fraud, and maintain a secure banking environment.
• Leadership Portraying the Northwest Bank 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 satisfaction and retention. Implement initiatives to improve overall customer experience and loyalty.
• Employee Development:
  Provide guidance, coaching, and mentorship to financial center staff to enhance product knowledge, sales skills, and customer service abilities. Conduct regular documented performance evaluations 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.
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations.
• Navigate Microsoft Office software, computer applications, and department‑specific software to maximize technology use and efficiency.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High School Diploma or equivalent preferred.

• 2–3 years banking and/or retail experience.
• 2–3 years sales leadership experience.
• 2–3 years management experience.

• Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes, and suggest alternative actions.
• Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of strategic plans.
• Ability to make decisions, render judgments, and take action on tasks within scope of authority in a timely fashion.
• Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning.
• Ability to present and express ideas and information effectively and concisely in oral and written mode appropriate for the audience.
• Ability to listen and comprehend what others are saying and facilitate open exchange of ideas and information.
• Ability to motivate and provide direction to others, appropriately assigning work and authority, to accomplish goals and provide advice and assistance as required.
• Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility on specialty matters.

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

• Mid‑Senior level

• Full‑time

• Finance and Sales

• Banking

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