Financial Center Manager
Northwest Bank · Oakland, CA · 3 wk ago
FinanceFull-time
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.
- 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
- 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.
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
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