Financial Center Banker

Northwest Bank•Peters Township, PA

3d•Onsite

About The Position

As part of the Branch Banking team, the Financial Center Banker develops or uses in-depth knowledge of Northwest products and services to offer customers financial options through a consultative approach and expand banking relationships. The role connects customers with Northwest products and services, opens accounts, identifies financial needs, and refers customers to other Northwest financial experts when appropriate, while providing an exceptional customer experience. The banker assesses customer finances, analyzes accounts and transaction behavior, and provides personalized recommendations. The role also supports branch operations, security, regulatory compliance, and teamwork, while building lasting customer relationships through proactive conversations, ongoing support, and follow-up. High school diploma or equivalent, banking or retail experience, sales experience, and customer service experience are preferred as specified in the qualifications.

Requirements

Ability to establish effective working relationships with team members and participate in problem-solving and decision-making.
Ability to communicate ideas and information clearly and concisely, orally and in writing, in a manner suited to the audience.
Ability to listen actively, share information, and facilitate open exchange of ideas and information.
Ability to plan and track work toward specific goals and use time and information effectively.
Ability to make sound decisions using perceptive and analytical processes and good judgment in ambiguous situations.

Nice To Haves

High school diploma or equivalent preferred.
One year of banking and/or retail experience preferred.
Sales experience preferred.
Customer service experience preferred.

Responsibilities

Meet or exceed targets for customer satisfaction, product sales, and financial wellness conversations; improve skills and knowledge through training and professional development.
Conduct financial assessments, analyze customer accounts, transactions, and behaviors, and offer personalized recommendations.
Ensure compliance with banking regulations, policies, and procedures; maintain confidentiality and protect customer information.
Support efficient and accurate operational activities and financial center security, identify areas for improvement, and implement strategies to improve operational effectiveness.
Deliver exceptional customer service and address customer concerns and complaints promptly and effectively.
Initiate customer conversations, build rapport, listen actively, and understand customers’ financial objectives.
Build long-term customer relationships through ongoing support and follow-up, anticipate needs, and proactively offer assistance and guidance.
Navigate Microsoft Office, computer applications, and department-specific software to use technology tools effectively.
Work as part of a team and contribute to problem-solving and decision-making.
Follow security and dual-control processes and complete daily branch tasks and branch opening and closing tasks as needed.
Complete other duties and special projects as requested by management.