Financial Center Banker

Northwest Bank•Bloomfield, IN

5d•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 provide clients with financial options through a consultative approach and expand banking relationships. The role connects customers with Northwest products and services, including opening accounts, identifying financial needs, and connecting customers with other Northwest financial experts while providing an exceptional customer experience. The banker conducts financial needs assessments, offers personalized recommendations, builds ongoing customer relationships, and meets targets related to customer satisfaction, product sales, and financial wellness conversations. The role also supports branch operations and security, adheres to banking policies and regulations, uses technology tools, and contributes as a member of the team.

Requirements

High school diploma or equivalent preferred.
One year of banking and/or retail experience preferred.
Sales experience preferred.
Customer service experience preferred.
Ability to establish effective working relationships, participate in problem solving, and make decisions.
Ability to communicate ideas and information clearly and concisely in oral and written form.
Ability to listen actively, share information, and facilitate open exchange of ideas and information.
Ability to plan and track work toward specific goals and effectively use time and information.
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 related to customer satisfaction, product sales, and financial wellness conversations, and develop skills through training and professional development.
Conduct financial assessments, analyze customer accounts, transactions, and behaviors, and provide personalized recommendations.
Ensure compliance with banking regulations, policies, and procedures; maintain confidentiality and protect customer information.
Support efficient and accurate branch operations and financial center security, identify opportunities for operational improvement, and implement strategies to improve effectiveness.
Deliver exceptional customer service and address customer concerns and complaints promptly and effectively.
Initiate conversations with customers, build rapport, actively listen, and understand their financial objectives.
Build long-term customer relationships through ongoing support and follow-up; anticipate needs and proactively offer assistance and guidance.
Use Microsoft Office, computer applications, and department-specific software to maximize technology tools and efficiency.
Work as part of a team and contribute to problem solving and decision making.
Adhere to security and dual-control processes; perform daily branch tasks and branch opening and closing tasks as needed.
Complete other duties and special projects as requested by management.