Financial Center Banker

Financial Center Banker

As part of the Branch Banking team, the Financial Center Banker will develop an in-depth knowledge of Northwest products and services and 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 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 Portraying the Northwest Bank Culture:
  Deliver exceptional customer service experiences. Address 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 always protect customer information.
• Technology:
  Navigate Microsoft Office Software, computer applications, and department‑specific software to maximize technology tools and gain efficiency.
• Teamwork:
  Work as part of a team, work with on‑site equipment, and perform daily branch tasks including opening and closing duties as needed.
• Other 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 in both oral and written formats appropriate to the audience.
• Actively listen to others 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 right decisions based on perceptive and analytical processes, practicing 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Education:
  
  High school diploma or equivalent preferred.
• Work Experience:
  
  1 year banking and/or retail experience preferred. Sales experience preferred. Customer Service experience preferred.

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