Financial Center Banker

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. The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience.

• Performance Metrics:
  Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously strive to 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. 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 and Culture:
  Portray the Northwest Bank Culture by delivering exceptional customer service experiences, addressing customer concerns and complaints promptly and effectively, turning 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 reach out to 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.
• Technology:
  Navigate Microsoft Office and other department‑specific software to maximize technology tools and gain efficiency.
• Teamwork and Operational Duties:
  Work as part of a team, perform on‑site equipment duties, adhere to security and dual control processes, complete branch opening and closing tasks, and undertake additional duties and special projects as requested.

• Establish effective working relationships among team members and participate in solving problems and making decisions.
• Present and express ideas and information clearly and concisely, both orally and in writing.
• Listen actively to others to achieve understanding and facilitate an open exchange of ideas.
• Establish and monitor courses of action to accomplish specific goals, develop and use tracking systems to monitor 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.

• Education:
  
  High school diploma or equivalent preferred.
• Experience:
  
  1 year of banking and/or retail experience preferred; sales experience preferred; customer service experience preferred.
• Reasonable accommodations may be made for individuals with disabilities.

Northwest is an equal opportunity employer.