Financial Center Banker

Northwest Bank•Elyria, OH

15d•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 and uses a consultative approach to offer clients financial options and expand banking relationships. The role connects customers with Northwest products and services, opens accounts, identifies customer financial needs, and connects customers with other Northwest financial experts while delivering an exceptional customer experience. The position is responsible for meeting or exceeding performance targets, assessing customers’ financial needs, maintaining operational soundness and security, delivering strong customer service, and building lasting customer relationships. It requires compliance with bank policies and applicable regulations, use of Microsoft Office and department-specific applications, teamwork, and work with on-site equipment. The banker also performs daily branch activities and opening and closing tasks as needed, and completes other duties or 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 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 ambiguous situations.
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.
Improve skills and knowledge through training and professional development.
Conduct financial assessments and analyze customer accounts, transactions, and behaviors to identify needs and provide personalized recommendations.
Ensure compliance with banking regulations, policies, and procedures.
Support efficiency, accuracy, and security in financial center operations, and identify and implement operational improvements.
Deliver exceptional customer service and promptly address customer concerns and complaints.
Initiate conversations with customers to build rapport, understand financial objectives, and identify ways to enhance their financial well-being.
Build long-term customer relationships through ongoing support and follow-up, anticipating needs and proactively offering assistance.
Maintain confidentiality and protect customer information.
Use Microsoft Office, computer applications, and department-specific software to maximize technology tools and efficiency.
Work as part of a team and with on-site equipment.
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.