Regional Manager of Financial Services
3 days ago
Job Summary:
The Regional Manager of Financial Services is a key leadership position at Northwest Bank, responsible for managing and administering all investment activities within a region. This role serves as a client relationship manager for large and complex accounts and for all non-qualified institutional accounts.
Key Responsibilities:
- Develop regional business development plans with the Regional President, and individual business development plans with individual representatives.
- Develop, monitor, and achieve regional performance goals.
- Schedule client meetings on a periodic basis.
- Supervise the performance of annual investment reviews.
- Review financial/investment markets daily.
- Manage department workload/workflow.
- Develop communication with internal business partners.
- Ensure current knowledge of investment markets (stocks, bonds).
- Oversee Investment Management Accounts and IRA's, Brokerage activities, and Insurance Activities.
- Cultivate potential referrals.
- Complete financial profiles.
- Analyze customer needs.
- Recommend investment/insurance solutions.
- Perform presentations/meetings with prospects.
- Finalize new agreements with customers.
- Monitor and report new business results to Senior Management.
- Recommend profitability increasing alternatives for Northwest.
- Develop improvements to procedures and appropriate customer service standards.
- Control and minimize departmental nonpayroll costs.
- Manage work hours and FTE's to control costs.
- Recommend fee schedules developments/alternatives.
- Approve exceptions to standard fee schedules.
- Monitor new business revenue.
- Assist with constructing annual budgets.
- Approve and/or recommend expenditures.
- Implement measuring and monitoring systems.
- Set and monitor individual and regional goals in order to meet divisional goals and objectives.
- Direct and guide technical and highly skilled staff.
- Serve on Product Review Committee.
- Work with the Manager of Retail Investment Services to train, motivate, and create teamwork between and among other regions. Serve as client relationship manager for large and complex accounts and for all non-qualified institutional accounts.
- 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.
- Assist with develop corporate strategies.
- Assist with setting corporate/personal goals and targets.
- Cross-sell other Northwest products and services.
Qualifications:
- Bachelor's Degree in Investment/Business Finance/related degree.
- 8-12 years relevant experience.
- 3-5 years supervisory experience.
Licenses and Certifications:
- Series 6.
- Series 7.
- Series 63.
- Series 65 or 66.
- Life.
-
Manager of Financial Reporting
2 weeks ago
Warren, Pennsylvania, United States Northwest Bank Full timeThe Manager of Financial Reporting plays a crucial role in overseeing the preparation of quarterly financial disclosures and submissions for external stakeholders, ensuring adherence to SEC and GAAP reporting standards. This position also involves the monthly updating and execution of the Current Expected Credit Losses (CECL) models. In addition, the Manager...
-
Manager of Financial Reporting
2 weeks ago
Warren, Pennsylvania, United States Northwest Bank Full timeThe Manager of Financial Reporting plays a crucial role in the preparation of quarterly financial disclosures and submissions for external stakeholders, ensuring adherence to SEC and GAAP reporting standards. This position also involves the regular updating and execution of the Current Expected Credit Losses (CECL) models on a monthly basis. In addition, the...
-
Student Engagement Coordinator
2 weeks ago
Warren, Pennsylvania, United States Northern Pennsylvania Regional College Full timeJoin Our Team at Northern Pennsylvania Regional CollegeWe are thrilled to present an exciting opportunity for an Enrollment Specialist. In this role, you will be an essential part of our Enrollment and Student Services team, contributing significantly to the growth and development of our community.Position Overview:Title: Enrollment SpecialistLocation:...
-
Student Engagement Advisor
1 week ago
Warren, Pennsylvania, United States Northern Pennsylvania Regional College Full timeJoin the Team at Northern Pennsylvania Regional CollegeWe are thrilled to present an exciting opportunity for an Academic Outreach Coordinator. In this role, you will be an essential part of our Enrollment and Student Services team, contributing significantly to the development of our community and local economy.Position Overview:Role: Academic Outreach...
-
Academic Recruitment Specialist
1 week ago
Warren, Pennsylvania, United States Northern Pennsylvania Regional College Full timeJoin Our Team at Northern Pennsylvania Regional CollegeWe are thrilled to present an exciting opportunity for an Academic Recruitment Specialist. As an integral part of our Enrollment and Student Services team, you will significantly contribute to the development of our community and workforce.Position Overview:Title: Academic Recruitment SpecialistLocation:...
-
Academic Records Administrator
2 weeks ago
Warren, Pennsylvania, United States Northern Pennsylvania Regional College Full timePosition OverviewJOB TITLE: Assistant RegistrarCOMPENSATION: Starting Salary $50,000DEPARTMENT: Registrar's OfficeREPORTS TO: RegistrarSUPERVISES: Admissions and Student Records CoordinatorMINIMUM QUALIFICATIONS: Associate degree with at least three years of relevant experience in data management OR Bachelor's degree with a minimum of two years of relevant...
-
Nurse Aide Training Instructor
5 days ago
Warren, Pennsylvania, United States Northern Pennsylvania Regional College Full timeJob SummaryWe are seeking a highly qualified and experienced Nurse Aide Training Instructor to join our team at Northern Pennsylvania Regional College. As a key member of our Workforce Development department, you will be responsible for planning, teaching, and managing learning in a variety of settings, including the classroom, lab, and clinical site.Key...
-
Risk Management Specialist
3 days ago
Warren, Pennsylvania, United States Northwest Bank Full timeJob DescriptionJob Title: Risk Management SpecialistJob Summary:We are seeking a highly skilled Risk Management Specialist to join our team at Northwest Bank. The successful candidate will be responsible for developing and implementing risk management strategies to ensure the bank's financial stability and growth.Key Responsibilities:Develop and maintain...
-
Loan Servicing Coordinator
1 week ago
Warren, Pennsylvania, United States Northwest Bank Full time**Job Summary**We are seeking a highly skilled Loan Servicing Coordinator to join Northwest Bank's team and take charge of the loan servicing activities for small business and commercial loans. The ideal candidate should excel in managing time efficiently and meeting deadlines even under pressure.**Key Responsibilities**Handling new loan set-up and funding...
-
Shift Leader
3 days ago
Warren, Pennsylvania, United States Kwik Fill Full timeJob SummaryWe are seeking a highly motivated and experienced Shift Leader to join our team at Kwik Fill. As a Shift Leader, you will play a key role in the success of our retail store by leading and managing a team of store personnel.Key ResponsibilitiesTeam Management: Assist in the training and development of all store personnel to ensure they have the...
-
Retail Loan Servicing Support Specialist
3 days ago
Warren, Pennsylvania, United States Northwest LLC Full timeJob SummaryWe are seeking a highly skilled and experienced Customer Service Representative to join our Retail Lending team at Northwest LLC. As a key member of our team, you will be responsible for providing exceptional customer service to internal and external customers, ensuring their needs are met in a timely and professional manner.Key...
-
Project Coordinator for Community Services
1 week ago
Warren, Pennsylvania, United States Lakeshore Community Services, Inc. Full timeJob OverviewPosition Title: Program ManagerWork Schedule: 37.5 hours per weekEssential Qualifications: A Bachelor's Degree from an accredited institution along with a minimum of two years of professional experience working with individuals with intellectual disabilities in a residential setting.Preferred Qualifications:Experience in a supervisory...
-
Project Coordinator for Community Services
2 weeks ago
Warren, Pennsylvania, United States Lakeshore Community Services, Inc. Full timeJob OverviewPosition: Program ManagerThis is a full-time role requiring 37.5 hours per week.Essential Qualifications: A Bachelor's Degree from an accredited institution along with a minimum of two years of professional experience working with individuals with intellectual disabilities in a residential setting.Preferred Qualifications:Experience in a...
-
Project Coordinator for Community Services
2 weeks ago
Warren, Pennsylvania, United States Lakeshore Community Services, Inc. Full timeJob OverviewPosition Title: Program ManagerWork Schedule: 37.5 hours per weekEssential Qualifications: A Bachelor's Degree from an accredited institution along with a minimum of two years of professional experience in supporting individuals with intellectual disabilities within a residential setting.Preferred Qualifications:Experience in a supervisory...
-
Safety Operations Manager
2 weeks ago
Warren, Pennsylvania, United States Crossett, Inc. Full timeJOB TITLE: Safety Operations ManagerPrimary ObjectiveThis role leads the safety management initiative and delivers comprehensive safety support and direction to the organization. The Safety Operations Manager collaborates with Terminal Managers and Crossett leadership to develop both short-term and long-term strategies aimed at fostering a safety-oriented...
-
Tax Professional in Retail Setting
5 days ago
Warren, Pennsylvania, United States Tax Services of America Inc Full timeJob SummaryWe are seeking a highly motivated and customer-focused Tax Preparer to join our team at Tax Services of America Inc. As a Tax Preparer, you will be responsible for conducting tax interviews with clients, developing your book of business, and providing exceptional customer service.Key ResponsibilitiesConduct one-on-one tax interviews with clients...
-
Food Service Associate
5 days ago
Warren, Pennsylvania, United States Kwik Trip Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Food Service Worker to join our team at Kwik Trip. As a Food Service Co-worker, you will be responsible for providing exceptional customer service and food service experience in our clean and state-of-the-art facilities.Key ResponsibilitiesMaintain a clean and inviting store environment,...
-
Loan Servicing Specialist I
2 weeks ago
Warren, Pennsylvania, United States Northwest Bank Full timeJob OverviewNorthwest Bank is seeking a dedicated Loan Servicing Specialist to oversee the servicing operations for small business and commercial financing. The successful candidate will demonstrate exceptional time management skills and the ability to thrive in a fast-paced environment.Core ResponsibilitiesFacilitating the initiation and funding of new...
-
Deli Store Manager
5 days ago
Warren, Pennsylvania, United States Kwik Trip Full timeJob Summary:Kwik Trip is seeking a highly motivated and experienced Deli Store Manager to join our team. As a key member of our management team, you will be responsible for leading our store to achieve daily goals, training and developing our team members, and ensuring exceptional customer service.Key Responsibilities:Lead the Store to Success: Ensure the...
-
Retail Store Operations Manager
7 hours ago
Warren, Pennsylvania, United States Kwik Trip Full timeJob Summary:Kwik Trip is seeking a highly skilled and experienced Shift Leader to join our team. As a Shift Leader, you will be responsible for assisting the location Manager and Assistant Manager in the operations of the store, as well as helping in the development of new employees.Key Responsibilities:Assist in the management of store operations, including...