Financial Center Banker

Northwest Bank•Saint Marys, PA

8d•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 customers 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 referring customers to other Northwest financial experts while delivering an exceptional customer experience. The banker conducts financial assessments and provides personalized recommendations, builds lasting customer relationships through ongoing support and follow-up, and meets or exceeds targets related to customer satisfaction, product sales, and financial wellness conversations. The role also supports compliant and secure branch operations, completes daily branch tasks and opening or closing tasks as needed, and works collaboratively with the team. Other duties and special projects may be assigned by management.

Requirements

Ability to establish effective working relationships, participate in problem-solving, and make decisions.
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.
Ability to plan and track work toward specific goals and effectively use resources such as time and information.
Ability to make sound decisions using perceptive and analytical processes and good judgment.
High school diploma or equivalent preferred.
One year of banking and/or retail experience preferred.
Sales experience preferred.
Customer service experience preferred.

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, and improve skills through training and professional development.
Conduct financial assessments, analyze customer accounts, transactions, and behaviors, and provide personalized recommendations.
Connect customers with Northwest products and services, open accounts, identify customer needs, and refer customers to other Northwest financial experts as appropriate.
Initiate conversations, listen actively, build rapport, and understand customers’ financial objectives.
Build long-term customer relationships through ongoing support, follow-up, and proactive outreach.
Deliver exceptional customer service and address customer concerns and complaints promptly and effectively.
Follow bank policies, procedures, and regulatory requirements; maintain confidentiality and protect customer information.
Promote operational soundness, accuracy, efficiency, and financial center security; identify opportunities to improve operations.
Follow security and dual-control processes and complete daily branch tasks, including opening and closing tasks as needed.
Use Microsoft Office, computer applications, and department-specific software to work effectively and efficiently.
Work as part of a team and use on-site equipment.
Complete other duties and special projects as requested by management.