Universal Banker

As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. The role serves as a single point of contact for a wide range of banking needs, consisting of accurately and efficiently handling service transactions - such as deposits, payments, replacement cards, and disputes - while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products.

OH0567 Columbus - North High Street

As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. The role serves as a single point of contact for a wide range of banking needs, consisting of accurately and efficiently handling service transactions - such as deposits, payments, replacement cards, and disputes - while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products.

• Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience.
• Engage with customers following an established customer interaction model to build new customer relationships, retain and deepen existing customer relationships, and provide exceptional customer service standards.
• Fulfill customer financial needs, both immediate and long term, by utilizing Financial Wellness conversations to understand needs and recommend appropriate solutions and/or refer to our team of experts when necessary.
• Accurately and efficiently process transactions such as deposits, payments, checks for cashing and other transactions.
• Recognize cross-sell opportunities, including deposit accounts as well as insurance, investment and lending products, referring to our team of experts when necessary.
• Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers.
• Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline of sales opportunities.
• Establish proficiency in the Bank's systems to effectively provide customers with the highest level of service standards.
• Meet or exceed all financial objectives pertaining to individual and Financial Center team goals.
• Demonstrate ownership to ensure all follow-up items are complete or delegated to the appropriate individual(s) to work harmoniously with multiple team members.
• Create a warm, welcoming and friendly environment for customers and employees by fostering teamwork in the Financial Center to ensure an overall positive customer experience.
• Deliver coaching and guidance to tellers on digital capabilities, transaction processing, and key priorities - emphasizing a streamlined sales and service experience, a digital-first approach, effective client problem resolution, and the strategic use of digital tools.
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations.
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency.
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High School Diploma or equivalent preferred

Less than one year Banking and/or retail experience

Or

Less than one year Sales experience or Customer Service experience preferred

• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what…