Financial Center Banker

Northwest Bank•Forty Fort, PA

3d•Onsite

About The Position

As part of the Branch Banking team, the Financial Center Banker has or develops 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 customer financial needs, and connects customers with other Northwest financial experts while ensuring an exceptional customer experience. The banker assesses customer finances, offers personalized recommendations, builds lasting relationships through ongoing support and follow-up, and contributes to financial center operations. The role also supports compliance, security, and branch opening and closing tasks as needed.

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 listen actively, share information, and facilitate an open exchange of ideas and information.
Ability to plan and track work toward 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.

Nice To Haves

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.
Improve skills and knowledge through training and professional development.
Conduct comprehensive financial assessments to identify customer needs, opportunities for improvement, and opportunities for growth.
Analyze customer accounts, transactions, and behaviors to offer personalized recommendations.
Ensure compliance with banking regulations, policies, and procedures.
Provide leadership while supporting efficiency and accuracy in operational activities and financial center security.
Identify opportunities to improve operations and implement strategies to enhance operational effectiveness.
Deliver exceptional customer service and address customer concerns and complaints promptly and effectively.
Initiate proactive conversations with customers to build rapport and understand their financial objectives.
Use active listening to identify opportunities to enhance customers' financial well-being.
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.
Use on-site equipment.
Follow security and dual-control processes, complete daily branch tasks, and perform branch opening and closing tasks as needed.
Complete other duties and special projects as requested by management.