Financial Center Banker

Job Overview

As part of the Branch Banking team, the Financial Center Banker will have 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; identifies customer financial needs while connecting customers to other Northwest financial experts who can help with their needs, ensuring an exceptional customer experience.

• Perform and exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
• Continuously improve skills and knowledge through training and professional development opportunities.
• 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.
• 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.
• Deliver exceptional customer service experiences. Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones.
• 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.
• 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.
• Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and always protect customer information.
• Navigate Microsoft Office Software, computer applications, and department-specific software to maximize technology tools and gain efficiency.
• Work as part of a team. Perform on-site equipment duties. Adhere to all security and dual control processes, daily branch tasks, and branch opening and closing tasks as needed.
• 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 others to achieve understanding, share information, and facilitate open exchange of ideas.
• Establish courses of action 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

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