Financial Center Banker

Job Overview

As part of the Branch Banking team, the Financial Center Banker will acquire an in‑depth knowledge of Northwest products and services and provide financial options to clients through a consultative approach while expanding the banking relationship.

• Meet or 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 behavior to offer personalized recommendations.
• Ensure compliance with all banking regulations, policies, and procedures and maintain operational accuracy and security in all activities.
• Proactively identify areas for improvement and implement strategies to enhance operational effectiveness.
• Deliver exceptional customer service experiences, address customer concerns promptly, and turn negative experiences into positive ones.
• Initiate proactive conversations with customers to build rapport and understand their financial objectives, using active listening skills to uncover opportunities.
• Build long‑term relationships with customers by providing ongoing support and follow‑up, anticipating needs and proactively offering assistance and guidance.
• Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and risk mitigation; protect customer information.
• Navigate Microsoft Office software, computer applications, and departmental software to maximize technology tools and gain efficiency.
• Work as part of a team, oversee on‑site equipment, and maintain adherence to security and dual‑control processes.
• Complete branch opening and closing tasks as needed and perform other duties and special projects 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.
• Actively listen to others to achieve understanding, share information, and facilitate open exchange of ideas.
• Develop and use tracking systems for monitoring own work progress and effectively use resources such as time and information.
• Make sound decisions based on analytical processes and good judgment in gray areas.

• High school diploma or equivalent (preferred).
• One year of banking and/or retail experience (preferred).
• Sales experience preferred.
• Customer service experience preferred.
• Reasonable accommodations may be made for individuals with disabilities to perform essential functions.

Northwest is an equal opportunity employer.