the smart solution for Lancaster jobs

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

Family Medicine - Assistant Program Director Opportunity
Description: Mercy Catholic Medical Center MCMC has an excellent full time employment opportunity for a Board Certified Internal Medicine or Family Medicine physician to become the Assistant Program Director for (more...)
Company: Trinity Health
Location: Philadelphia
Posted on: 03/21/2019

Medical Director (Full Time)
Description: Medical Director opening in Phoenixville, Pennsylvania. This and other physician jobs brought to you by POSITION SUMMARY: The Medical Director works with the Senior Vice President of Medical (more...)
Company: Genesis Physician Services
Location: Phoenixville
Posted on: 03/21/2019

Assistant Manager-Event Services - Baltimore Marriott Waterfront (19000BRM)
Description: Heres To Your Journey with Marriott Hotels Resorts Suites Marriott International portfolio of brands includes both JW Marriott and Marriott Hotels. Marriott Hotels, Marriott Internationals flagship brand (more...)
Company: Marriott International, Inc.
Location: Columbia
Posted on: 03/21/2019

Store Manager
Description: Are you a good technician who is stuck in a job that has no advancement opportunity Are you looking for a chance to break into management with the hopes of one day running your own store If you are a (more...)
Company: Monro Muffler/Brake
Location: Reisterstown
Posted on: 03/21/2019

Director, USML Steglatro and Franchise HCP Lead
Description: Merck Co., Inc. Kenilworth, N.J., U.S.A. known as Merck in the United States and Canada, is a global health care leader with a diversified portfolio of prescription medicines, vaccines and animal health (more...)
Company: Merck
Location: Lansdale
Posted on: 03/21/2019

Case Management Travel RN: Falls Church, VA
Description: Tailored Healthcare Staffing is seeking a qualifiedCase
Company: Tailored Healthcare Staffing
Location: Falls Church
Posted on: 03/21/2019

Sr. Staff Engineering Project Manager with Security Clearance
Description: Description: Lockheed Martin Rotary Mission Systems RMS in Valley Forge, PA has a growing portfolio of programs providing incredible capabilities for the US Air Force, US Navy and across the Department (more...)
Location: King Of Prussia
Posted on: 03/21/2019

Junior Project Manager / Project Coordinator (Healthcare Industry)
Description: Title Project Coordinator Junior Project Manager Healthcare Industry Location Philadelphia, PA 19103 Duration
Company: A2C Consulting
Location: Philadelphia
Posted on: 03/21/2019

Design Engineering Manager, Government with Security Clearance
Description: Company Profile Oceaneering is a global provider of engineered services and products, primarily to the offshore energy industry. We develop products and services for use throughout the lifecycle of an (more...)
Company: Oceaneering
Location: Hanover
Posted on: 03/21/2019

Meeting and Events Manager
Description: SmithBucklin, the leading association management company, is looking for an Meeting and Event Manager to join the Event Services team inWashington, DC. Our Event Services unit provides meeting, convention, (more...)
Company: SmithBucklin Corporation
Location: Washington
Posted on: 03/21/2019

Log In or Create An Account

Get the latest Pennsylvania jobs by following @recnetPA on Twitter!

Lancaster RSS job feeds