Financial Center Banker

Northwest Bank•Warren, 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 to provide clients with financial options through a consultative approach and expand banking relationships. The role connects customers with Northwest products and services, opens accounts, identifies financial needs, and connects customers with other Northwest financial experts. The banker works to ensure an exceptional customer experience while supporting branch operations, security, and regulatory compliance.

Requirements

High school diploma or equivalent 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.
Ability to actively listen, share information, and facilitate an open exchange of ideas and information.
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.

Nice To Haves

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

Responsibilities

Meet or exceed targets related to customer satisfaction, product sales, and financial wellness conversations.
Improve skills and knowledge through training and professional development opportunities.
Conduct comprehensive financial assessments and analyze customer accounts, transactions, and behaviors to provide personalized recommendations.
Ensure compliance with banking regulations, policies, and procedures, and promote efficiency and accuracy in operational activities and financial center security.
Identify opportunities to improve operations and implement strategies to enhance effectiveness.
Deliver exceptional customer service and address customer concerns and complaints promptly and effectively.
Initiate conversations with customers to build rapport and understand their financial objectives; use active listening to 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 and guidance.
Maintain confidentiality and protect customer information.
Use Microsoft Office and department-specific computer applications and software to use technology tools effectively.
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.