Financial Center Banker

Northwest Bank•Elyria, OH

2d•Onsite

About The Position

As part of the Branch Banking team, the Financial Center Banker develops or acquires in-depth knowledge of Northwest products and services to provide clients with financial options through a consultative approach and expand banking relationships. The role connects customers with products and services, opens accounts, identifies financial needs, and refers customers to other Northwest financial experts while ensuring an exceptional customer experience. The banker assesses customers’ financial needs, analyzes account activity and behavior, and makes personalized recommendations. The role also supports sound branch operations, compliance, security, customer engagement, and long-term relationship building. It requires effective teamwork, use of Microsoft Office and department-specific applications, and work with on-site equipment. The banker may perform daily branch tasks, opening and closing tasks, and other duties or special projects requested by management.

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 appropriate to the audience.
Ability to listen actively, share information, and facilitate an open exchange of ideas and information.
Ability to plan and track work toward specific goals and use resources such as 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.
One year of banking and/or retail experience.
Sales experience.
Customer service experience.

Responsibilities

Meet or exceed targets for customer satisfaction, product sales, and financial wellness conversations; continually improve skills and knowledge through training and professional development.
Assess customers’ financial needs, analyze their accounts, transactions, and behaviors, and offer personalized recommendations.
Ensure compliance with banking regulations, policies, and procedures, and maintain confidentiality and protect customer information.
Support efficient and accurate operational activities and financial center security; identify opportunities to improve operational effectiveness.
Deliver exceptional customer service and address concerns and complaints promptly and effectively.
Initiate conversations with customers, build rapport, listen actively, and understand their 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 work with on-site equipment.
Follow security and dual-control processes and perform daily branch tasks and branch opening and closing tasks as needed.
Complete other duties and special projects as requested by management.