Financial Center Director

20 hours ago


Indianapolis, Indiana, United States Northwest LLC Full time
Job Summary

We are seeking a highly skilled 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 experiences.

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 - 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


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