Financial Center Banker

Northwest Bank•Vermilion, OH

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 banker opens accounts, identifies customer financial needs, and connects customers with Northwest financial experts who can support those needs while providing an exceptional customer experience. The role includes meeting performance targets for customer satisfaction, product sales, and financial wellness conversations; conducting financial assessments and providing personalized recommendations; ensuring operational soundness, regulatory compliance, and financial center security; and building long-term customer relationships through proactive engagement, ongoing support, and follow-up. The banker also completes daily branch tasks and other duties or special projects as requested by management.

Requirements

Ability to establish effective working relationships with team members and participate in problem-solving and decision-making.
Ability to express ideas and information clearly and concisely, verbally and in writing, in a manner appropriate to the audience.
Ability to actively listen, 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 using perceptive and analytical processes and good judgment.
High school diploma or equivalent preferred.
Must be able to perform the essential duties satisfactorily; reasonable accommodations may be made for individuals with disabilities.

Nice To Haves

One year of 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 job-related skills and knowledge through training and professional development.
Assess customers’ financial needs, analyze accounts, transactions, and behaviors, and provide personalized recommendations.
Ensure compliance with banking regulations, bank policies, and procedures.
Promote efficiency and accuracy in operational activities and financial center security, and implement strategies to improve operational effectiveness.
Deliver exceptional customer service and address customer concerns and complaints promptly and effectively.
Initiate conversations with customers, build rapport, and understand their financial objectives.
Build long-term customer relationships through ongoing support, follow-up, and proactive 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 use 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.