Financial Center Manager

Northwest Bank•Coudersport, PA

19d

About The Position

The Financial Center Manager oversees the daily operations of a financial center, ensuring exceptional customer service, achievement of sales goals, employee development, and operational soundness. The role leads sales efforts for banking products and services, sets and monitors individual team goals, and coaches employees to improve performance. The manager is accountable for cash management, risk controls, regulatory compliance, and adherence to bank policies and procedures. The position also supports a customer-centric culture, handles customer concerns, develops staff, and represents Northwest Bank in local community events and initiatives.

Requirements

High school diploma or equivalent preferred.
Preferred experience: 2–3 years in banking and/or retail.
Preferred experience: 2–3 years in sales leadership.
Preferred experience: 2–3 years in management.
Ability to identify problems, evaluate relevant information, determine possible causes, and suggest alternative courses of action.
Ability to allocate and effectively use information, personnel, time, and other resources to implement strategic plans.
Ability to make timely decisions and judgments and take action within the scope of assigned authority.
Ability to develop, evaluate, and implement alternative courses of action based on sound assumptions, resources, and guidelines, and support recommendations with data or reasoning.
Ability to communicate ideas and information effectively and concisely in oral and written form, appropriate to the audience.
Ability to listen, comprehend, and facilitate open exchange of ideas and information.
Ability to motivate and direct others, assign work and authority appropriately, and provide advice and assistance as needed.
Ability to understand and apply procedures, requirements, regulations, and policies, and maintain credibility on specialty matters.
Ability to perform the essential duties satisfactorily; reasonable accommodations may be made for individuals with disabilities.

Nice To Haves

High school diploma or equivalent.
2–3 years of banking and/or retail experience.
2–3 years of sales leadership experience.
2–3 years of management experience.

Responsibilities

Develop and implement strategies to meet or exceed sales targets for banking products and services, such as loans, deposits, and investments.
Participate in sales activities and motivate staff to achieve sales objectives.
Set measurable goals with team members, provide guidance and resources, monitor progress, and coach for continuous improvement.
Oversee financial center operations, including cash management, regulatory compliance, internal policies and procedures, risk management, fraud prevention, and asset security.
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 strengthen product knowledge, sales skills, and customer service abilities.
Conduct documented performance evaluations using the HR tool, identify training needs, and support employee career development.
Protect confidential customer information and comply with bank policies, procedures, and regulatory requirements.
Represent Northwest Bank in the local community through participation in events and initiatives.
Use Microsoft Office, computer applications, and department-specific software to maximize technology tools and efficiency.