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Assistant Financial Center Manager

4 months ago


Erie, United States Northwest Bancorp, Inc. Full time

Northwest Assistant Financial Center Managers support managers in leading the office and team in areas of customer experience, production and sales, community relations and operations. This position assists with leading the office team and achieving the overall sales performance goals of the office.

ESSENTIAL FUNCTIONS:

* Responsible for leading the team members of the office
* Resolve or escalate issues referred by the office team
* Help facilitate team meetings/huddles
* Assist with implementation of Northwest's strategic business plan and marketing initiatives
* Maintain community presence and involvement
* Communicate with customers to recognize cross-selling opportunities
* Educate and/or refer Northwest solutions that meet our customer/client needs through the Northwest 360 model - bank, borrow, invest, and insure
* Contribute to the overall sales performance of the office team
* Originate and process consumer loan requests
* Review and coach to the Northwest scorecard to ensure office goals are achieved
* Supervise and guide the office's success of operations and audit goals
* Perform all retail office responsibilities as needed
* Conduct in person and outbound business calls/referrals for acquisitions and retention
* Able to work evening hours and weekends as scheduled or assigned
* Oversee onboarding of new and existing customers/clients
* Onboard and supervise training of new employees
* 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

KNOWLEDGE, SKILLS, AND ABILITIES:

* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
* Knowledge of all job related operating systems including Teller, Platform, and Lending Systems

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

Work Experience:

* Banking or retail experience preferred
* 2 - 6 years sales experience preferred
* Customer service experience preferred
* 2 - 6 years supervisory experience preferred