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Assistant Manager of Financial Center Operations
2 months ago
As an Assistant Manager of Financial Center Operations, your primary role will involve supporting the Financial Center Manager in the management of daily activities, supervising staff, and ensuring outstanding customer service while providing guidance and support across various domains such as achieving individual objectives, employee training, customer service excellence, operational integrity, and relationship development.
KEY RESPONSIBILITIES:
Performance Goals: Achieve or surpass performance benchmarks related to customer satisfaction, product sales, and financial wellness discussions. Continuously seek to enhance skills and knowledge through training and professional development. Financial Evaluation: Conduct thorough financial evaluations for clients to pinpoint areas for enhancement and growth opportunities. Assess customer accounts, transactions, and behaviors to provide tailored recommendations. Operational Integrity: Ensure adherence to all banking regulations, policies, and procedures. Supervise daily financial center operations to guarantee efficiency and accuracy while providing leadership regarding audit requirements and financial center security. Proactively identify improvement areas and implement strategies to boost operational effectiveness. Leadership in Upholding Northwest Bank Culture: Exemplify exceptional customer service experiences. Establish service standards and expectations for the team and ensure compliance. Address customer issues and complaints promptly and effectively, transforming negative experiences into positive outcomes. Customer Interaction: Initiate proactive discussions with clients to build rapport and understand their financial goals. Utilize active listening skills to uncover opportunities to enhance their financial well-being. Relationship Development: Cultivate long-term relationships with clients by providing ongoing support and follow-up. Anticipate client needs and proactively reach out to offer assistance and guidance. Employee Training and Mentorship: Act as a mentor and coach to team members, promoting their professional growth and development. Identify strengths and areas for improvement in team members and customize development plans accordingly. Conduct regular one-on-one meetings to discuss career aspirations, provide guidance, and offer support. Compliance and Regulatory Adherence: Follow all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and consistently protect customer information. Proficiently navigate Microsoft Office Software, computer applications, and department-specific software to maximize technology tools and enhance efficiency. Collaborate effectively as part of a team. Operate on-site equipment as necessary.REQUIRED SKILLS AND QUALIFICATIONS:
Ability to establish effective working relationships among team members and participate in problem-solving and decision-making. Ability to clearly and concisely present and express ideas and information in a manner appropriate to the audience, whether oral or written. Ability to actively listen to others to achieve understanding, share information, and facilitate open exchanges of ideas. Ability to set actionable goals for oneself, develop tracking systems for monitoring work progress, and effectively utilize resources such as time and information. Ability to make sound decisions based on perceptive and analytical processes, exercising good judgment in ambiguous situations. Knowledge of all job-related operating systems including Teller, Platform, and Lending Systems.EDUCATION AND EXPERIENCE:
To perform this role successfully, an individual must be able to fulfill each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education:
High School Diploma or equivalent preferred.Work Experience:
2 - 3 years of experience in banking or retail preferred. 2 - 3 years of sales experience preferred. 2 - 3 years of customer service experience preferred.The compensation for this position typically starts at $26.00 per hour. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available.
