Financial Center Banker

As part of the Branch Banking team, a Financial Center Banker will acquire and apply 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 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.
• Operational Soundness:
  Ensure compliance with all banking regulations, policies, and procedures, and provide leadership while ensuring efficiency and accuracy in all operational activities and financial centre security.
• Proactively identify areas for improvement and implement strategies to enhance operational effectiveness.
• Leadership Portraying the Northwest Bank Culture:
  Deliver exceptional customer service experiences, address customer concerns promptly, and turn negative experiences into positive ones.
• Customer Engagement:
  Initiate proactive conversations with customers to build rapport and understand their financial objectives, using 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, anticipating needs, and proactively offering 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 Utilization:
  Navigate Microsoft Office and other department‑specific software to maximize technology tools and efficiency.
• Team
  
  Collaboration:
  
  Work as part of a team and with on‑site equipment, adhering to all security and dual‑control processes.
• Branch Operations:
  Perform daily branch tasks, including opening and closing procedures, as needed.
• Additional 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 understand others and facilitate open exchange of ideas and information.
• Set and achieve specific goals, using tracking systems to monitor progress and effectively use time and information resources.
• Make sound decisions based on perceptive and analytical processes, exercising good judgment in gray areas.

• Education:
  
  High school diploma or equivalent preferred.
• Work Experience:
  
  1year of banking and/or retail experience preferred; sales experience preferred; customer‑service experience preferred.

Northwest is an equal‑opportunity employer.

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