Financial Center Manager

Sales Goal Achievements

• Develop and implement strategies to meet or exceed sales targets for various banking products and services.
• 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

• 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:
• 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.
• Allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest’s strategic plans.
• Make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion.
• 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.
• Present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience.
• Listen and comprehend what others are saying and facilitate the open exchange of ideas and information.
• 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.
• Understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters.

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