Financial Center Banker

Overview

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.

• Performance Metrics: Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously improve skills and knowledge through training and professional development opportunities.
• 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. Lead efforts to maintain efficiency and accuracy in all operational activities and financial center security.
• Leadership: Portray the Northwest Bank culture by delivering exceptional customer service experiences. Address customer concerns and complaints promptly and transform negative experiences into positive ones.
• Customer Engagement: 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.
• Relationship Building: Build long‑term relationships with customers by providing ongoing support and follow‑up. Anticipate customer needs and proactively offer assistance and 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.

• Establish effective working relationships among team members and participate in solving problems and making decisions.
• Present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written.
• Actively listen to what others are saying 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 own work 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.

• High school diploma or equivalent preferred.
• 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.