What are the responsibilities and job description for the Office Manager position at Northwest Opportunities?
As our retail office leaders, Northwest 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. 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.
ESSENTIAL FUNCTIONS:
- Ensure that office staff are consistently providing the best customer experience possible
- Communicate with customers to recognize cross-selling opportunities, including education and referral of Northwest solutions that meet our customer/client needs through the Northwest 360 model – bank, borrow, invest, and insure.
- Oversee the onboarding of new and existing customers/clients and resolve or escalate issues referred by the office team
- Assist with implementation of Northwest’s strategic business plan and marketing initiatives
- Generate small business relationships
- Perform all retail office positions to support the team
- Conduct in-person and out bound business calls/referrals for acquisition and retention
- Lead the overall sales performance of the office team by reviewing and coaching to the Northwest scorecard
- Originate and process consumer loan requests
- Provide leadership to the office team by providing a positive work environment, coaching, and facilitating team meetings/huddles
- Recruit top available talent and onboard/supervise training of new employees
- Supervise and guide the office’s success of operations and audit with the ultimate responsibility for the office’s audit results
- Adhere to the staffing model for operating efficiencies
- Minimize office operating expenses
- Develop and maintain community presence and involvement
- Work evening hours and weekends as scheduled or assigned
- 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
KNOWLEDGE, 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 approaches
- Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest’s strategic plans
- Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
- Ability 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 reasoning
- Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience
- Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
- Ability 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 required
- Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters
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 preferred
Work Experience:
- Banking and/or Retail Experience preferred
- 3 - 5 years Sales Experience preferred
- 3 - 5 years Supervisory Experience preferred
