Banker Jobs

About The Position

Requirements

• High school diploma or equivalent preferred.
• Customer service, retail, or sales experience preferred.
• Customer experience and relationship-building skills, with a people-first focus on customer needs.
• Consultative selling skills to uncover customer needs and connect customers with appropriate solutions.
• Financial acumen to understand customer needs and align solutions with financial goals.
• Communication and active-listening skills to build trust through clear, meaningful conversations.
• Relationship-management skills, including proactive engagement and follow-up.
• Business-development and networking skills, including referrals, community involvement, and outreach.
• Ownership and initiative to take action and follow through in support of the customer experience.
• Attention to detail to ensure accuracy, compliance, and operational excellence.
• Problem-solving skills to resolve customer needs with confidence, ownership, and care.
• Confidence navigating banking systems and tools.
• Collaboration skills to partner with teammates and specialists.

Responsibilities

• Create seamless customer experiences as a trusted point of connection in the financial center.
• Partner with teammates to maintain a welcoming, customer-ready environment.
• Ask purposeful questions and listen to understand customers' financial goals.
• Provide guidance to help customers make informed financial decisions.
• Guide customers through account selection and opening accurately and efficiently.
• Recommend products and services that support customers' financial goals.
• Complete transactions accurately and efficiently, with attention to detail.
• Deepen customer relationships through proactive follow-up, reliability, and personalized service.
• Build new relationships through community involvement, referrals, and networking.
• Manage and grow customer relationships through proactive outreach and ongoing financial conversations.
• Connect customers with Mortgage, Business Banking, Wealth, and other specialized partners.
• Meet performance goals related to customer experience, growth, and financial wellness.
• Maintain operational soundness by following policies, procedures, and risk management practices.
• Perform other duties as assigned to support financial center operations.
• Ensure compliance with Northwest policies and procedures and Federal and State regulations.
• Navigate Microsoft Office software, computer applications, and department-specific software to use technology tools and improve efficiency.
• Work as part of a team and use on-site equipment.