Financial Center Banker

Northwest Bank•Vermilion, OH

1d•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 financial needs, and connects customers with other Northwest financial experts while ensuring an exceptional customer experience. The Financial Center Banker meets or exceeds targets for customer satisfaction, product sales, and financial wellness conversations; conducts financial assessments and analyzes account activity to make personalized recommendations; supports compliant, accurate, secure, and efficient branch operations; and builds lasting customer relationships through proactive engagement and ongoing support. The position also performs daily branch tasks, security and dual-control processes, and opening and closing tasks as needed.

Requirements

Ability to establish effective working relationships with team members and participate in solving problems and making decisions.
Ability to communicate ideas and information clearly and concisely, orally or in writing, in a manner appropriate to the audience.
Ability to listen actively, share information, and facilitate the open exchange of ideas and information.
Ability to plan and track work toward specific goals and effectively use time and information resources.
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.

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 related to customer satisfaction, product sales, and financial wellness conversations, and improve skills through training and professional development.
Assess customers’ financial needs, analyze accounts, transactions, and behaviors, and provide personalized recommendations.
Ensure compliance with banking regulations, policies, procedures, and security requirements; protect customer information and mitigate risk.
Promote operational soundness, accuracy, efficiency, and financial center security; identify opportunities for improvement and implement strategies.
Deliver exceptional customer service and address concerns and complaints promptly and effectively.
Initiate conversations with customers, build rapport, listen actively, and understand their financial objectives.
Build long-term customer relationships through ongoing support, follow-up, and proactive outreach.
Open accounts and connect customers with Northwest products, services, and financial experts to meet their needs.
Navigate Microsoft Office software, computer applications, and department-specific software to use technology effectively.
Work as part of a team and participate in problem-solving and decision-making.
Adhere to security and dual-control processes and perform daily branch tasks, including opening and closing tasks as needed.
Complete other duties and special projects as requested by management.