Financial Center Banker

Financial Center Banker

Reference # : R-101259

As part of the Branch Banking Team, the 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.

Essential Functions :

• Performance Metrics : Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
• Continuously strive to improve skills and knowledge through training and professional development opportunities.
• Financial Needs Assessment : 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.
• Operational Soundness : 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.
• Leadership Portraying the Northwest Bank Culture : Deliver exceptional customer service experiences.
• Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones.
• Customer Engagement : 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.
• Relationship Building : 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.
• Compliance and Regulations : Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk.
• Maintain confidentiality and always protect customer information.
• Ensure compliance with Northwest's policies and procedures, and Federal / State regulations.
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency.
• Work as part of a team.
• Work with on-site equipment.
• Responsible for adherence to all security and dual control processes, daily branch tasks, and branch opening and closing tasks as needed.
• Complete other duties and special projects as requested by management.

Knowledge, Skills, and Abilities :

Qualifications :

How to apply :

Click Apply Now, select a rsum, then click Continue. Proceed to final screen using Employer's follow-up instructions for completing the application on their website.