Financial Center Banker

Northwest Bank•Lebanon, PA

4d•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 provides clients with financial options through a consultative approach, with the goal of expanding banking relationships. The role connects customers with Northwest products and services, opens accounts, identifies financial needs, and connects customers with other Northwest financial experts while delivering an exceptional customer experience. The position is responsible for meeting performance targets related to customer satisfaction, product sales, and financial wellness conversations; assessing customers’ financial needs and recommending personalized options; ensuring regulatory compliance, operational accuracy, and financial center security; and building lasting customer relationships through proactive engagement and follow-up. The banker also contributes to team activities, daily branch tasks, and special projects as requested by management.

Requirements

High school diploma or equivalent preferred.
Ability to establish effective working relationships with team members and participate in solving problems and making decisions.
Clear and concise oral and written communication skills appropriate to the audience.
Active listening skills and ability to facilitate the exchange of information and 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 in ambiguous situations.
Ability to perform the essential duties satisfactorily, with reasonable accommodations where applicable.

Nice To Haves

One year of banking and/or retail experience preferred.
Sales experience preferred.
Customer service experience preferred.

Responsibilities

Meet or exceed performance targets for customer satisfaction, product sales, and financial wellness conversations.
Conduct financial assessments, analyze customer accounts and activity, and provide personalized recommendations.
Ensure compliance with banking regulations, bank policies, and procedures, and protect confidential customer information.
Support efficient and accurate branch operations and financial center security; identify opportunities to improve operational effectiveness.
Deliver exceptional customer service and address customer concerns and complaints promptly and effectively.
Initiate conversations with customers to understand their financial objectives and identify ways to support their financial well-being.
Build long-term customer relationships through ongoing support, follow-up, and proactive outreach.
Use Microsoft Office and department-specific computer applications and software to work efficiently.
Work as part of a team and contribute to problem-solving and decision-making.
Adhere to security and dual-control processes and complete daily branch tasks, including branch opening and closing tasks as needed.
Complete other duties and special projects as requested by management.
Continuously develop skills and knowledge through training and professional development opportunities.