Financial Center Banker

Northwest Bank•North Ridgeville, OH

20h•Onsite

About The Position

As part of the Branch Banking team, the Financial Center Banker will acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach, expanding banking relationships. This role involves connecting customers with Northwest products and services, opening accounts, identifying customer financial needs, and connecting them with other Northwest financial experts, all while ensuring an exceptional customer experience. Northwest Bank is committed to creating an inclusive environment, recognizing employees with competitive compensation and benefits, professional development opportunities, and celebrating achievements, fostering a sense of belonging and a passion for helping people succeed.

Requirements

Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Nice To Haves

High school diploma or equivalent
1 year banking and/or retail experience
Sales experience
Customer Service experience

Responsibilities

Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations
Continuously strive to improve skills and knowledge through training and professional development opportunities
Conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth
Analyze customer accounts, transactions, and behaviors to offer personalized recommendations
Ensure compliance with all banking regulations, policies, and procedures
Provide leadership while ensuring efficiency and accuracy in all operational activities and financial center security
Proactively identify areas for improvement and implement strategies to enhance operational effectiveness
Deliver exceptional customer service experiences
Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones
Initiate proactive conversations with customers to build rapport and understand their financial objectives
Utilize active listening skills to uncover opportunities to enhance their financial well-being
Build long-term relationships with customers by providing ongoing support and follow-up
Anticipate customer needs and proactively reach out to offer assistance and guidance
Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk
Maintain confidentiality and always protect customer information
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Responsible for adherence to all security and dual control processes, daily branch tasks, and branch opening and closing tasks as needed
Complete other duties and special projects as requested by management