Financial Center Banker

Northwest Bank•Lebanon, PA

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 provide financial options 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. The banker helps provide an exceptional customer experience while meeting performance targets and ensuring compliant, accurate, and secure branch operations. The position involves customer engagement and financial needs assessments, ongoing relationship-building and follow-up, adherence to banking policies and regulations, teamwork, and use of Microsoft Office and department-specific applications. Duties also include following security and dual-control processes, completing daily branch tasks, and performing opening and closing tasks as needed. Other duties and special projects may be assigned by management.

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 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.
Active listening skills to understand others, share information, and facilitate an open exchange of ideas.
Ability to set courses of action and goals, track work progress, and use time and information effectively.
Ability to make sound decisions using perceptive and analytical processes and good judgment in ambiguous situations.
Ability to perform essential duties satisfactorily, with reasonable accommodations available for individuals with disabilities.

Nice To Haves

One year of banking and/or retail experience.
Sales experience.
Customer service experience.
High school diploma or equivalent.

Responsibilities

Meet or exceed targets for customer satisfaction, product sales, and financial wellness conversations; improve skills through training and professional development.
Conduct financial assessments, analyze customer accounts, transactions, and behaviors, and provide personalized recommendations.
Maintain compliance with banking regulations, policies, procedures, and security requirements; protect customer information and mitigate risk.
Support efficient and accurate operational activities and financial center security, identify opportunities for improvement, and implement strategies to enhance operational effectiveness.
Deliver exceptional customer service and address customer concerns and complaints promptly and effectively.
Initiate conversations with customers, build rapport, listen to their objectives, and identify ways to support their financial well-being.
Build long-term customer relationships through ongoing support and follow-up, anticipating needs and proactively offering assistance.
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, including opening and closing tasks as needed.
Complete other duties and special projects as requested by management.