Financial Center BankerNorthwest Bank • Vermilion, OH, United States

No longer accepting applications

Financial Center Banker

Northwest Bank • Vermilion, OH, United States

30+ days ago

Job type

Full-time

Job description

Job Description

DESCRIPTION

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.

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 :

Ability to establish effective working relationships among team members and participate in solving problems and making decisions

Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written

Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information

Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information

Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

QUALIFICATIONS :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education :

High school diploma or equivalent preferred

Work Experience :

1 year banking and / or retail experience preferred

Sales experience preferred

Customer Service experience preferred

#LI-EB1

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Create a job alert for this search

Banker • Vermilion, OH, United States

Related jobs

Client Relationship Associate

First Federal Lakewood • Rocky River, OH, US

Full-time

The Universal Banker is the core role within the First Federal Lakewood retail branches.There are 3 levels within the Universal Banker job family with progressive responsibilities.All Universal Ban...Show more

Last updated: 2 hours ago • Promoted • New!

Side gig : Earn at least $970 in your first 84 trips with Uber, guaranteed.

Uber • Marblehead, OH, US

Full-time +1

Earn at least $970 driving with Uber when you complete your first 84 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part...Show more

Last updated: 2 hours ago • Promoted • New!

Financial Center Manager

Northwest Bank • Amherst, OH, United States

Full-time

As a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering empl...Show more

Last updated: 4 days ago • Promoted

Banking Specialist

First Federal Lakewood • Rocky River, OH, US

Full-time

Last updated: 2 hours ago • Promoted • New!

Part-Time Universal Banker

First Mutual Holding Company • Fairview Park, OH, United States

Part-time

Apply Job Type Part-time Description Position Summary : The Universal Banker is the core role within the First Federal Lakewood retail branche...Show more

Last updated: 3 days ago • Promoted

Full-time Teller

Ohio Staffing • Rocky River, OH, US

Full-time

Location : 20633 Center Ridge Road - Rocky River, Ohio 44116.Job Summary : Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.As a Teller, you p...Show more

Last updated: 3 days ago • Promoted

Earn At Least $970 For Your First 84 Trips, Guaranteed.

Uber • Tiro, OH, US

Full-time +1

Last updated: less than 1 hour ago • Promoted • New!

Driver - Cash out with Instant Pay

Uber • Willard, OH, US

Full-time +1

Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more

Last updated: 3 days ago • Promoted

Universal Banker

First Mutual Holding Company • Rocky River, OH, United States