Financial Center Manager

PA0254 Pleasant Hills

Description

Job Description

As a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering employee development, and maintaining operational soundness. Your role will encompass a variety of duties aimed at driving growth, efficiency, and customer satisfaction.

Essential Functions

• Sales Goal Achievements: Develop and implement strategies to meet or exceed sales targets for various banking products and services, that may include loans, deposits, and/or investments. Lead by example by actively engaging in sales activities and motivating staff to achieve their sales objectives.
• Individual Goal Achievement: Work closely with each team member to set clear, measurable goals aligned with organizational objectives. Provide guidance, support, and resources to help team members achieve their individual targets. Regularly monitor progress utilizing sales tools and provide effective coaching to ensure continuous improvement.
• Operational Soundness: Accountable for all operational activities within the financial center, including financial center cash management, compliance with regulatory requirements, and adherence to internal policies and procedures. Implement risk management practices to safeguard assets, minimize fraud, and maintain a secure banking environment. Collaborate with support functions to streamline processes and enhance operational efficiency.
• Leadership Portraying the Northwest Bank Culture: Uphold a customer-centric culture within the financial center by ensuring that every customer interaction is prompt, courteous, and efficient. Address customer inquiries, concerns, and complaints promptly to ensure high levels of satisfaction and retention. Implement initiatives to improve the overall customer experience and loyalty.
• Employee Development: Provide guidance, coaching, and mentorship to financial center staff to enhance their product knowledge, sales skills, and customer service abilities. Conduct regular documented performance evaluations utilizing the HR tool, to identify training needs, and support career development opportunities for team members.
• Compliance and Regulations: Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and always protect customer information.
• Community Engagement and CRA Efforts: Represent Northwest Bank in the local community by participating in events and initiatives.
• 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
  
  

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

Preferred Work Experience

• 2 - 3 years Banking and/or retail experience
• 2 - 3 years Sales leadership experience
• 2 - 3 years Management experience
  
  

Knowledge, Skills, And Abilities

• Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches
• Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest’s strategic plans
• Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
• Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning
• Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience
• Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
• Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
• Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters
  
  

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.