Financial Center Banker

Job

Financial Center Banker – North Webster Branch

As part of the Branch Banking team, the Financial Center Banker will have or acquire an in‑depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship.

• Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations; continuously strive to improve skills 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; provide leadership while ensuring efficiency and accuracy in all operational activities and financial center security; proactively identify areas for improvement and implement strategies to enhance operational effectiveness.
• Deliver exceptional customer service experiences; 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 provide assistance and guidance.
• Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk; maintain confidentiality and protect customer information.
• Navigate Microsoft Office Software, computer applications, and department‑specific software to maximize technology tools and gain efficiency.
• Work as part of a team; manage on‑site equipment; ensure adherence to all security and dual control processes; perform daily branch tasks, including opening and closing duties; complete other duties and special projects as requested by management.

• Establish effective working relationships among team members and participate in problem‑solving and decision‑making.
• Present and express ideas and information clearly and concisely, both orally and in writing, appropriate to the audience.
• Actively listen to others to achieve understanding, share information, and facilitate open exchange of ideas.
• Establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring progress, and effectively use resources such as time and information.
• Make sound decisions based on perceptive and analytical processes, practicing good judgment in gray areas.

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.

• Education:
  
  High school diploma or equivalent preferred.
• Work Experience:
  
  1 year banking and/or retail experience preferred; sales experience preferred; customer service experience preferred.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Northwest is an equal opportunity employer.