Financial Center Manager

Northwest Bank•Coudersport, PA

18d

About The Position

The Financial Center Manager oversees the financial center’s daily operations while ensuring exceptional customer service, achieving sales goals, fostering employee development, and maintaining operational soundness. The role is responsible for driving growth, efficiency, and customer satisfaction. The manager develops and implements strategies to meet sales targets for banking products and services, works with team members to set and achieve individual goals, and coaches staff to support continuous improvement. The role is accountable for financial center operations, cash management, regulatory compliance, risk management, and adherence to bank policies and procedures. The manager promotes a customer-centric culture, responds to customer concerns, develops employees through coaching and performance evaluations, and represents Northwest Bank in the local community through events and initiatives. The position also requires using Microsoft Office and department-specific applications to improve efficiency.

Requirements

High school diploma or equivalent is preferred.
2–3 years of banking and/or retail experience.
2–3 years of sales leadership experience.
2–3 years of management experience.
Ability to identify existing and potential problems, assess relevant information and possible causes, and suggest alternative actions, including innovative or creative approaches.
Ability to allocate and effectively use information, personnel, time, and other resources needed to implement strategic plans.
Ability to make decisions, render judgments, and act on tasks within the scope of authority in a timely manner.
Ability to develop, evaluate, and implement alternative courses of action based on sound assumptions about resources and guidelines, and support recommendations with data or reasoning.
Ability to express ideas and information effectively and concisely in oral and written communication appropriate to the audience.
Ability to listen, comprehend, and facilitate an open exchange of ideas and information.
Ability to motivate and direct others, assign work and authority appropriately, and provide advice and assistance as needed to accomplish goals.
Ability to understand and appropriately apply procedures, requirements, regulations, and policies, and maintain credibility on specialty matters.

Responsibilities

Develop and implement strategies to meet or exceed sales targets for banking products and services, which may include loans, deposits, and investments.
Engage in sales activities and motivate staff to achieve sales objectives.
Set clear, measurable goals with team members, aligned with organizational objectives; provide guidance, support, and resources to help them achieve those goals.
Monitor team members’ progress using sales tools and provide coaching for continuous improvement.
Oversee financial center operations, including cash management, regulatory compliance, 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 improve operational efficiency.
Promote a customer-centric culture and ensure customer interactions are prompt, courteous, and efficient.
Address customer inquiries, concerns, and complaints promptly and implement initiatives to improve customer experience and loyalty.
Coach and mentor staff to improve product knowledge, sales skills, and customer service abilities.
Conduct documented performance evaluations using the HR tool, identify training needs, and support employees’ career development.
Protect customer information and maintain confidentiality.
Represent Northwest Bank in the local community by participating in events and initiatives.
Ensure compliance with Northwest Bank policies and procedures and applicable federal and state regulations.
Use Microsoft Office, computer applications, and department-specific software to maximize technology tools and improve efficiency.