What are the responsibilities and job description for the Financial Center Manager position at Northwest Bank?
Financial Center Managers build, develop, and motivate their team to provide an excellent experience for our customers/clients and connect them to the Northwest products and business partners that fulfill their financial needs. Financial Center Managers oversee office operations, ensure team accountability to policies and procedures, and develop and lead sales strategies that leverage Northwest technology to attain customer acquisition and retention goals.
Essential Functions
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
Essential Functions
- Oversee sales activity and management procedures as outlined in the playbook to implement and achieve Northwest's strategic business plan and marketing initiatives
- Lead the overall sales performance of the office team by reviewing and coaching to the Northwest scorecard
- Conduct in-person and out bound business calls/referrals for acquisition and retention
- Deliver on our North(west) star experience and champion our customer’s financial wellness through delivery of exceptional customer experience – both in person, over the phone, and through email communications
- Recruit top available talent and onboard/supervise training of new employees while cultivating current and future organizational talent
- Provide leadership to the office team by providing a positive work environment, coaching, and facilitating team meetings/huddles
- Exceptional delivery of our 5 Culture Promises
- Adhere to the staffing model for operating efficiencies and ensure staff scheduling is based on office needs
- Develop and maintain community presence and involvement
- Open new accounts and communicate with customers to recognize cross-selling opportunities, assist with mortgage, consumer loan, and credit card functions, and resolve or escalate issues referred by the office team as needed
- Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
- Complete educational training as assigned and self-educate using bank designed programs and applications
- Oversee all implementation and support of Northwest policy and procedure including adherence to all security and dual control processes
- Supervise and guide the office’s success of operations and audit with the ultimate responsibility for the office’s audit results and completion of Audit Certification
- Work with team to address employee relations and resolve conflicts
- Minimize office operating expenses
- Generate small business relationships
- Work evening hours and weekends as scheduled, assigned, or necessary
- Ensure compliance with Northwest’s 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
- Work as part of a team
- Work with on-site equipment
- 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 Northwest’s 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
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
- 5 - 6 years banking and/or retail experience preferred
- 5 - 6 years sales experience preferred
- 5 - 6 years management or supervisory experience preferred