Financial Center Banker

Northwest Bank•St Marys, PA

About The Position

As part of the Branch Banking team, the Financial Center Banker develops or applies 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 while delivering an exceptional customer experience. The position involves meeting performance targets, assessing customers’ financial needs, supporting operational soundness and security, building customer relationships, and following banking policies and regulations. The banker works with a team, uses department technology and on-site equipment, and completes branch tasks and other duties or special projects as requested by management.

Requirements

Ability to establish effective working relationships among 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 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.
One year of banking and/or retail experience.
Sales experience.
Customer service experience.

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 financial assessments and analyze customer accounts, transactions, and behaviors to provide personalized recommendations.
Ensure compliance with banking regulations, policies, and procedures, and maintain 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 proactive customer conversations to build rapport, understand financial objectives, and identify ways to support 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 and use 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.