Financial Center Manager
Company: Northwest Bank
Location: Buffalo
Posted on: October 23, 2024
Job Description:
DescriptionFinancial Center Managers build, develop, and
motivate their team to provide an excellent experience for our
customers/clients and connect them to the Northwest products and
business partners that fulfill their financial needs. Financial
Center Managers oversee office operations, ensure team
accountability to policies and procedures, and develop and lead
sales strategies that leverage Northwest technology to attain
customer acquisition and retention goals.
ESSENTIAL FUNCTIONS:
- Oversee sales activity and management procedures as outlined in
the playbook 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 out bound 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
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
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
Work Experience:
- 5 - 6 years banking and/or retail experience preferred
- 5 - 6 years sales experience preferred
- 5 - 6 years management or supervisory experience preferred
The pay range for this position is generally $55,000 - $80,000 per
year plus a structured incentive compensation plan. Actual pay is
based on various factors including but not limited to the
successful candidate's experience, skills, and knowledge.
Additional bonus earning opportunities and benefits are also
available.
#LI-EB1
Equal Opportunity Employer/Protected Veterans/Individuals with
DisabilitiesThe contractor will not discharge or in any other
manner discriminate against employees or applicants because they
have inquired about, discussed, or disclosed their own pay or the
pay of another employee or applicant. However, employees who have
access to the compensation information of other employees or
applicants as a part of their essential job functions cannot
disclose the pay of other employees or applicants to individuals
who do not otherwise have access to compensation information,
unless the disclosure is (a) in response to a formal complaint or
charge, (b) in furtherance of an investigation, proceeding,
hearing, or action, including an investigation conducted by the
employer, or (c) consistent with the contractor's legal duty to
furnish information. 41 CFR 60-1.35(c)
Keywords: Northwest Bank, West Seneca , Financial Center Manager, Executive , Buffalo, New York
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