Financial Center Banker

Northwest Bank•Forty Fort, PA

About The Position

As part of the Branch Banking team, the Financial Center Banker develops or maintains in-depth knowledge of Northwest products and services and uses a consultative approach to provide financial options 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 ensuring an exceptional customer experience. The banker assesses customer finances, recommends personalized options, builds lasting relationships, and supports customers through ongoing follow-up. The role also contributes to branch performance, operational accuracy and security, regulatory compliance, and the effective use of technology. The position involves working with a team and on-site equipment, carrying out daily branch duties, and completing opening and closing tasks as needed.

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 the open exchange of ideas and information.
Ability to plan and track one's 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 in gray areas.
Ability to perform the essential duties satisfactorily; reasonable accommodations may be made for individuals with disabilities.

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.
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 operations.
Deliver exceptional customer service and address customer concerns and complaints promptly and effectively.
Proactively engage customers to build rapport, understand financial objectives, and identify ways to support their financial well-being.
Build long-term customer relationships through ongoing support and follow-up, anticipating needs and reaching out with assistance and guidance.
Use Microsoft Office and department-specific computer applications and software to maximize technology tools and efficiency.
Work as part of a team and use on-site equipment.
Follow security and dual-control processes and complete daily branch tasks, including opening and closing tasks as needed.
Complete other duties and special projects as requested by management.