Financial Center Banker

Northwest Bank•Lititz, PA

1d•Onsite

About The Position

As part of the Branch Banking team, the Financial Center Banker has or acquires in-depth knowledge of Northwest products and services to provide customers with financial options through a consultative approach and expand banking relationships. The banker connects customers with Northwest products and services, opens accounts, identifies financial needs, and connects customers with other Northwest financial experts while providing an exceptional customer experience. The position involves meeting performance targets, assessing customer financial needs, maintaining operational soundness and regulatory compliance, and building long-term customer relationships. The banker also supports daily branch activities, including security and dual-control processes, opening and closing tasks as needed, and other duties or projects requested 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, participate in problem-solving, and contribute to decision-making.
Ability to communicate ideas and information clearly and concisely, orally and in writing, in a manner appropriate to the audience.
Ability to listen actively, share information, and facilitate the 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 in ambiguous situations.
Ability to perform each essential duty satisfactorily, with reasonable accommodations available for individuals with disabilities.

Responsibilities

Meet or exceed targets for customer satisfaction, product sales, and financial wellness conversations; improve skills and knowledge through training and professional development.
Conduct comprehensive customer financial assessments; review accounts, transactions, and behaviors to make personalized recommendations.
Ensure compliance with banking regulations, policies, and procedures, and maintain operational efficiency, accuracy, and financial center security.
Identify operational improvements and implement strategies to enhance 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 through active listening.
Build long-term customer relationships through ongoing support and follow-up; anticipate needs and proactively offer assistance and guidance.
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 work with on-site equipment.
Follow 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.