Financial Center Assistant Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

Northwest Bank · 11 hours ago

Financial Center Assistant Manager

Northwest Bank is seeking a Financial Center Assistant Manager to assist in overseeing daily operations and managing staff. The role focuses on enhancing customer experiences, achieving individual goals, and ensuring operational soundness while fostering employee development and compliance with banking regulations.

BankingFinancial Services

Responsibilities

Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations
Conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth
Ensure compliance with all banking regulations, policies, and procedures
Oversee daily financial center operations to ensure efficiency and accuracy and provide leadership around audit requirements and financial center security
Lead by example in delivering exceptional customer service experiences
Set service standards and expectations for the team and ensure adherence to them
Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones
Initiate proactive conversations with customers to build rapport and understand their financial objectives
Utilize active listening skills to uncover opportunities to enhance their financial well-being
Build long-term relationships with customers by providing ongoing support and follow-up
Anticipate customer needs and proactively reach out to offer assistance and guidance
Serve as a mentor and coach to team members, fostering their professional growth and development
Identify strengths and areas for improvement in team members and tailor development plans accordingly
Conduct regular one-on-one meetings to discuss career aspirations, provide guidance, and offer support
Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk
Maintain confidentiality and always protect customer information
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
Complete other duties and special projects as requested by management

Qualification

Banking experienceCustomer service experienceSales experienceFinancial assessmentLeadership skillsCompliance knowledgeMicrosoft OfficeTeller systems knowledgePlatform systems knowledgeLending systems knowledgeEffective communicationActive listeningProblem-solvingDecision makingTeamwork

Required

Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Knowledge of all job related operating systems including Teller, Platform, and Lending Systems

Preferred

High School Diploma or equivalent preferred
2 - 3 years Banking or retail experience preferred
Sales Experience Preferred
2 - 3 years Customer Service experience preferred

Benefits

Additional bonus earning opportunities
Benefits

Company

Northwest Bank

twittertwittertwitter
company-logo
Northwest Bank is a financial firm that offers banking, lending, payments, and wealth management solutions.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Louis Torchio
President and Chief Executive Officer
linkedin
leader-logo
Ronald J. Seiffert
President & CEO
linkedin
Company data provided by crunchbase