Financial Center Banker

Northwest Bank-posted 2 months ago
Entry Level
South Bend, IN
101-250 employees
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As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship. The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience.

  • Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
  • Conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth.
  • Analyze customer accounts, transactions, and behaviors to offer personalized recommendations.
  • Ensure compliance with all banking regulations, policies, and procedures.
  • Provide leadership while ensuring efficiency and accuracy in all operational activities and financial center security.
  • Proactively identify areas for improvement and implement strategies to enhance operational effectiveness.
  • Deliver exceptional customer service experiences.
  • Address customer concerns and complaints promptly and effectively.
  • Initiate proactive conversations with customers to build rapport and understand their financial objectives.
  • Utilize active listening skills to uncover opportunities to enhance their financial well-being.
  • Build long-term relationships with customers by providing ongoing support and follow-up.
  • Anticipate customer needs and proactively reach out to offer assistance and guidance.
  • Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk.
  • Maintain confidentiality and always protect customer information.
  • Navigate Microsoft Office Software, computer applications, and software specific to the department.
  • Work as part of a team.
  • Complete other duties and special projects as requested by management.
  • High school diploma or equivalent preferred.
  • 1 year banking and/or retail experience preferred.
  • Sales experience preferred.
  • Customer Service experience preferred.
  • Competitive compensation and benefits.
  • Professional development opportunities.
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