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Regional Manager Of Financial services

Company: Northwest Bancorp, Inc.
Location: Lancaster
Posted on: March 15, 2019

Job Description:

PREFERRED EDUCATION, TRAINING AND EXPERIENCE: 4 year investment / business finance/related degree preferred; Appropriate professional designation preferred, 10 years relevant experience essential, 4 years supervisory experience, team player, excellent organizational and time management skills, excellent interpersonal and communication skills, strong client relationship skills, ability to analyze financial data REQUIRED: Series 6 or 7, series 63 or 66, Series 65 or 66, life license GENERAL RESPONSIBILITIES: This position is responsible for: * Managing and administering all investment activities within a Region * Providing direction and guidance * Setting and monitoring individual and regional goals in order to meet divisional goals and objectives * Directing and guiding technical and highly skilled staff * Serving on Product Review Committee * Working with the Manager of Retail Investment Services to train, motivate, and create teamwork between and among other regions. * Serving as client relationship manager for large and complex accounts and for all non-qualified institutional accounts * Communicating with the Regional President on business development activities * Working as part of a team * Working with onsite equipment ESSENTIAL FUNCTIONS: STRATEGIC: * Developing regional business development plans with Regional President * Developing individual business development plans with individual representatives * Assisting with developing corporate strategies * Developing, monitoring, and achieving regional performance goals * Assisting with setting corporate/personal goals and targets * ADMINISTRATION: * Ensuring compliance with Northwest policies and procedures * Ensuring compliance with Investment policies and procedures * Ensuring compliance with Federal/State regulations * Scheduling client meetings on periodic basis * Supervising the performance of annual investment reviews * Self-learning/knowledge of MS Office * Reviewing financial/investment markets daily * Managing department workload/workflow * Developing communication with internal business partners * PRODUCTS: * Ensuring current knowledge of investment markets (stocks, bonds) * Overseeing Investment Management Accounts and IRA's * Overseeing Brokerage activities * Overseeing Insurance Activities * NEW BUSINESS: * Cultivating potential referrals * Completing financial profiles * Analyzing customer needs * Recommending investment/insurance solutions * Performing presentations/meetings with prospects * Finalizing new agreements with customers * Cross selling other Bank products and services * Monitoring and reporting new business results to Senior Management * PROFITABILITY: * Recommending profitability increasing alternatives for Northwest * Developing improvements to procedures * Developing appropriate customer service standards * Controlling and minimizing departmental non-payroll costs * Managing work hours and FTE's to control costs * Maximizing technology tools available * Recommending fee schedules developments/alternatives * Approving exceptions to standard fee schedules * Monitoring new business revenue * Assisting with constructing annual budgets * Approving and/or recommending expenditures * Implementing measuring and monitoring systems * SAFETY/HEALTH: * Providing leadership and positive direction for maintaining the safety and loss prevention program * Actively participating in and supporting employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to human resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identified * Helping implement emergency proceduresSDL2017

Keywords: Northwest Bancorp, Inc., Lancaster , Regional Manager Of Financial services, Executive , Lancaster, Pennsylvania

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