OFFICE MANAGER
Description Office 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.
Office 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.
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 preferredWork
Experience:
8 - 12 yeas Banking and/or Retail Experience preferred8 - 12 years Sales Experience preferred8 - 12 years Supervisory Experience preferred
Essential Functions:
Have consistent, holistic financial wellness conversations utilizing the CARE (Connect, Ask, Recommend, Expand) best practicesAchieve or exceed overall sales performance goalsUnderstand clients' financial goals and objectives and educate and / or refer Northwest solutions that meet their needs through the Northwest 360 model-bank, borrow, invest, insureResponsible for leading the team members of the office through modeling and coaching that aligns with CARE best practicesEnsure that office staff are consistently providing the best customer experience possibleUtilize the playbook to conduct in person and outbound business calls, make business referrals in order to both acquire and retain clients and customersFollow-up on opportunities uncovered during financial wellness conversationsOversee the onboarding of new and existing customers/clients and resolve or escalate issues referred by the office teamOversee sales activity and management procedures as outlined in the playbook to implement and achieve Northwest's strategic business plan and marketing initiativesGenerate small business relationshipsPerform all retail office positions to support the teamLead the overall sales performance of the office team by reviewing and coaching to the Northwest scorecardOriginate and process consumer loan requestsProvide leadership to the office team by providing a positive work environment, coaching, and facilitating team meetings/huddlesRecruit top available talent and onboard/supervise training of new employeesSupervise and guide the office's success of operations and audit with the ultimate responsibility for the office's audit resultsAdhere to the staffing model for operating efficienciesMinimize office operating expensesDevelop and maintain community presence and involvementWork evening hours and weekends as scheduled, assigned, or necessaryEnsure compliance with Northwest's policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyWork as part of a teamWork with on-site equipmentKNOWLEDGE, 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 approachesAbility to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plansAbility to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashionAbility 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 reasoningAbility to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audienceAbility to listen and comprehend what others are saying and facilitate the open exchange of ideas and informationAbility 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 requiredAbility to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters#LI-EB1Equal 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) Recommended Skills Active Listening Auditing Customer Experience Finance Leadership Microsoft Office Estimated Salary: $20 to $28 per hour based on qualifications.
Office 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.
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 preferredWork
Experience:
8 - 12 yeas Banking and/or Retail Experience preferred8 - 12 years Sales Experience preferred8 - 12 years Supervisory Experience preferred
Essential Functions:
Have consistent, holistic financial wellness conversations utilizing the CARE (Connect, Ask, Recommend, Expand) best practicesAchieve or exceed overall sales performance goalsUnderstand clients' financial goals and objectives and educate and / or refer Northwest solutions that meet their needs through the Northwest 360 model-bank, borrow, invest, insureResponsible for leading the team members of the office through modeling and coaching that aligns with CARE best practicesEnsure that office staff are consistently providing the best customer experience possibleUtilize the playbook to conduct in person and outbound business calls, make business referrals in order to both acquire and retain clients and customersFollow-up on opportunities uncovered during financial wellness conversationsOversee the onboarding of new and existing customers/clients and resolve or escalate issues referred by the office teamOversee sales activity and management procedures as outlined in the playbook to implement and achieve Northwest's strategic business plan and marketing initiativesGenerate small business relationshipsPerform all retail office positions to support the teamLead the overall sales performance of the office team by reviewing and coaching to the Northwest scorecardOriginate and process consumer loan requestsProvide leadership to the office team by providing a positive work environment, coaching, and facilitating team meetings/huddlesRecruit top available talent and onboard/supervise training of new employeesSupervise and guide the office's success of operations and audit with the ultimate responsibility for the office's audit resultsAdhere to the staffing model for operating efficienciesMinimize office operating expensesDevelop and maintain community presence and involvementWork evening hours and weekends as scheduled, assigned, or necessaryEnsure compliance with Northwest's policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyWork as part of a teamWork with on-site equipmentKNOWLEDGE, 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 approachesAbility to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plansAbility to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashionAbility 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 reasoningAbility to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audienceAbility to listen and comprehend what others are saying and facilitate the open exchange of ideas and informationAbility 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 requiredAbility to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters#LI-EB1Equal 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) Recommended Skills Active Listening Auditing Customer Experience Finance Leadership Microsoft Office Estimated Salary: $20 to $28 per hour based on qualifications.
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