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Financial Center Manager
1 month ago
Job Summary:
Northwest Bank is seeking a highly skilled and experienced Financial Center Manager to lead our team and drive business growth. As a key member of our leadership team, you will be responsible for overseeing office operations, developing and implementing sales strategies, and ensuring exceptional customer experience.
Key Responsibilities:
- Oversee sales activity and management procedures 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 outbound 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
- 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