Financial Center Banker

Job Overview

As part of the Branch Banking team, the Financial Center Banker will acquire in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship. The role involves connecting customers with Northwest products and services, opening accounts, identifying financial needs, and ensuring an exceptional customer experience.

• Performance Metrics:
  Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
• Financial Needs Assessment:
  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.
• Operational Soundness:
  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.
• Leadership Portraying the Northwest Bank Culture:
  Deliver exceptional customer service, address concerns promptly, and turn negative experiences into positive ones.
• Customer Engagement:
  Initiate proactive conversations to build rapport and understand financial objectives; use active listening to uncover opportunities for financial well‑being.
• Relationship Building:
  Build long‑term relationships, provide ongoing support and follow‑up, anticipate needs, and proactively offer guidance.
• Compliance and Regulations:
  Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk; maintain confidentiality and protect customer information.
• Technology:
  Navigate Microsoft Office, department software, and other tools to maximize efficiency.
• Teamwork and Security:
  Work as part of a team, use on‑site equipment responsibly, adhere to security and dual‑control processes, and handle daily branch tasks and opening/closing responsibilities.
• Additional Duties:
  Complete other duties and special projects as requested by management.

• Establish effective working relationships and participate in problem solving and decision making.
• Present and express ideas clearly in oral and written formats appropriate to the audience.
• Actively listen to achieve understanding and facilitate open exchange of ideas.
• Establish courses of action and use tracking systems to monitor progress and manage resources.
• Make correct decisions using perceptive, analytical processes and 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 essential functions.

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.