Financial Center Manager

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.

Essential Functions
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 achieve their sales 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 utilizing sales tools and provide effective coaching to ensure continuous improvement.
Operational Soundness: Accountable for all operational activities within the financial center including financial center 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. Collaborate with support functions to streamline processes and enhance operational efficiency.
Leadership Portraying the Northwest Bank Culture: Uphold a customer-centric culture within the financial center by ensuring that every customer interaction is prompt courteous and efficient. Address customer inquiries concerns and complaints promptly to ensure high levels of satisfaction and retention. Implement initiatives to improve the overall customer experience and loyalty.
Employee Development: Provide guidance coaching and mentorship to financial center staff to enhance their product knowledge sales skills and customer service abilities. Conduct regular documented performance evaluations utilizing the HR tool to identify training needs and support career development opportunities for team members.
Compliance and Regulations: Adhere to all bank policies procedures and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and always protect customer information.
Community Engagement and CRA Efforts: Represent Northwest Bank in the local community by participating in events and initiatives.
Ensure compliance with Northwests policies and procedures and Federal/State regulations
Navigate Microsoft Office Software computer applications and software specific to the department in order to maximize technology tools and gain efficiency

QUALIFICATIONS
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.

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 existing and potential problems obtain and evaluate relevant information identify possible causes of the problems and suggest an alternative course of action including innovative or creative approaches
Ability to allocate and effectively use information personnel time and other resources necessary for implementation of Northwests strategic plans
Ability to make decisions render judgments and take action on tasks within the scope of given 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 an oral and/or written mode in a manner appropriate for the audience
Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
Ability to motivate and provide direction in the activities of others appropriately assigning work and authority in the accomplishment of goals; providing advice and assistance as required
Ability to understand and appropriately apply procedures requirements regulations and policies; maintain credibility with others on specialty matters