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Northwest Bank · 10 hours ago

Financial Center Assistant Manager

State College, PA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Northwest Bank is seeking a Financial Center Assistant Manager who will assist the Financial Center Manager in overseeing daily operations and managing staff. The role involves ensuring exceptional customer experiences, conducting financial assessments, and fostering employee development while maintaining compliance with banking regulations.

BankingFinancial Services

Responsibilities

Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously strive to improve skills and knowledge through training and professional development opportunities

Conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth. Analyze customer accounts, transactions, and behaviors to offer personalized recommendations

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. Proactively identify areas for improvement and implement strategies to enhance operational effectiveness

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 assessmentOperational complianceLeadership skillsRelationship buildingOperating systemsMicrosoft OfficeActive listeningProblem solvingEffective communicationTeamworkDecision making

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