Financial Center Banker

Northwest Bank•Elkhart, IN

22h

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 clients with financial options through a consultative approach and expand banking relationships. The role connects customers with Northwest products and services, including opening accounts, identifying financial needs, and connecting customers with other Northwest financial experts while ensuring an exceptional customer experience. The banker assesses customers’ financial needs and accounts, makes personalized recommendations, and builds long-term relationships through ongoing support and follow-up. The role also contributes to branch operations, security, compliance, and team effectiveness, and uses Microsoft Office and department-specific applications to work efficiently.

Requirements

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, understand others, share information, and facilitate open exchange of ideas and information.
Ability to plan and track work to accomplish specific goals and effectively use resources such as time and information.
Ability to make sound decisions using perceptive and analytical processes and good judgment in ambiguous situations.
High school diploma or equivalent preferred.
One year of banking and/or retail experience preferred.
Sales experience preferred.
Customer service experience preferred.

Responsibilities

Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations; continue developing skills and knowledge through training and professional development.
Conduct comprehensive financial assessments, analyze customer accounts, transactions, and behaviors, and provide personalized recommendations.
Ensure compliance with banking regulations, policies, and procedures; support efficient and accurate 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 proactive customer conversations, build rapport, and use active listening to understand customers’ financial objectives and identify opportunities to improve 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 while adhering to bank policies, procedures, and regulatory requirements.
Use Microsoft Office, computer applications, and department-specific software to maximize technology tools and efficiency.
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.