Financial Center Banker

Northwest Bank•Albany, IN

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 offer clients financial options through a consultative approach 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 providing an exceptional customer experience. The banker assesses customer finances and account activity to provide personalized recommendations, build lasting relationships, and support customers’ financial well-being. The role also contributes to branch operations, security, regulatory compliance, and team effectiveness.

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 suited 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 use time and information effectively.
Ability to make sound decisions through perceptive and analytical processes and exercise good judgment in ambiguous situations.
High school diploma or equivalent preferred.
Banking and/or retail experience preferred.
Sales experience preferred.
Customer service experience preferred.

Responsibilities

Meet or exceed targets for customer satisfaction, product sales, and financial wellness conversations.
Improve skills and knowledge through training and professional development opportunities.
Conduct comprehensive financial assessments to identify areas for improvement and opportunities for growth.
Analyze customer accounts, transactions, and behaviors to provide personalized recommendations.
Ensure compliance with banking regulations, policies, and procedures.
Support efficient and accurate operational activities and financial center security.
Identify opportunities to improve operations and implement strategies to enhance effectiveness.
Deliver exceptional customer service and address concerns and complaints promptly and effectively.
Initiate conversations with customers to build rapport and understand their financial objectives.
Use active listening to identify opportunities to support customers’ financial well-being.
Build long-term customer relationships through ongoing support and follow-up.
Anticipate customer needs and proactively offer assistance and guidance.
Maintain confidentiality and protect customer information.
Follow Northwest policies and procedures and applicable federal and state regulations.
Use Microsoft Office software, computer applications, and department-specific software to work efficiently.
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.