Talent.com
Financial Center Banker

Financial Center Banker

Northwest BankGrand Island, NY, 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
  • The pay range for this position is generally $16.00 - $22.00 per hour. Actual pay is based on variousfactorsincluding but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available.

    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 Financial Center • Grand Island, NY, United States

    Related jobs
    • Promoted
    Financial Center Assistant Manager

    Financial Center Assistant Manager

    OpportunitiesBuffalo, NY, US
    Full-time
    Financial Center Assistant Manager.As a Financial Center Assistant Manager, you will be responsible for assisting the Financial Center Manager in overseeing daily operations, managing staff, and en...Show moreLast updated: 30+ days ago
    • Promoted
    Float Teller

    Float Teller

    KeyCorpNorth Tonawanda, NY, US
    Full-time
    Location : 1071 Payne Avenue - North Tonawanda, New York 14120.Job Summary : Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.As a Teller, yo...Show moreLast updated: 2 days ago
    • Promoted
    Business Development Center Representative

    Business Development Center Representative

    Great Lakes Motor CorpWilliamsville, NY, United States
    Full-time
    THE BUSINESS DEVELOPMENT CENTER REPRESENTATIVE.The BDC representative is often the first point of contact for current and potential customers. Some skills that are useful for a BDC agent include : Ex...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Tax Expert

    Tax Expert

    IntuitNewfane, NY, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 3 hours ago
    • Promoted
    Part-Time Floating Teller

    Part-Time Floating Teller

    Northwest BankLewiston, NY, United States
    Part-time
    Northwest tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest tellers provide an excellent customer service experience...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Seasonal Tax Expert - Local

    Seasonal Tax Expert - Local

    IntuitNewfane, NY, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 7 hours ago
    • Promoted
    Financial Center Assistant Manager

    Financial Center Assistant Manager

    Northwest BankBuffalo, NY, United States
    Full-time
    As a Financial Center Assistant Manager, you will be responsible for assisting the Financial Center Manager in overseeing daily operations, managing staff, and ensuring exceptional customer experie...Show moreLast updated: 30+ days ago
    • Promoted
    Teller

    Teller

    KeyCorpDepew, NY, US
    Full-time
    Location : 2066 George Urban Boulevard - Depew, New York 14043.Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide exce...Show moreLast updated: 30+ days ago
    • Promoted
    Contact Center Agent I

    Contact Center Agent I

    NBT BankBuffalo, NY, US
    Full-time +1
    The Contact Center Agent I is responsible for researching, troubleshooting, and resolving customer inquiries.Provide customers information regarding their deposit and loan accounts, as well as prod...Show moreLast updated: 30+ days ago
    • Promoted
    Universal Banker I

    Universal Banker I

    CIBCSt. Catharines, Niagara Region, Canada
    Full-time
    We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strength...Show moreLast updated: 6 days ago
    • Promoted
    Seasonal Retail Sales Associate-NIAGARA ON THE LAKE

    Seasonal Retail Sales Associate-NIAGARA ON THE LAKE

    Bath & Body WorksNiagara On The Lake, ON, Canada
    Part-time
    Great Part Time Job | 40% Discount | Free Product | EAP | Fun Stores.At Bath & Body Works, everyone belongs.We are committed to creating a culture of belonging focused on delivering exceptional fra...Show moreLast updated: 25 days ago
    • Promoted
    Financial Center Banker

    Financial Center Banker

    OpportunitiesGrand Island, NY, US
    Full-time
    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 consultat...Show moreLast updated: 30+ days ago
    • Promoted
    Part-Time Teller

    Part-Time Teller

    Northwest BankBuffalo, NY, United States
    Part-time
    Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest Tellers provide an excellent customer service experience...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Center Banker

    Financial Center Banker

    Northwest BankGrand Island, NY, United States
    Full-time
    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 consultat...Show moreLast updated: 30+ days ago
    • Promoted
    Call Center Agent

    Call Center Agent

    VirtualVocationsBuffalo, New York, United States
    Full-time
    A company is looking for a Call Center Agent for the Division of Corporations.Key Responsibilities Handle incoming calls for the Florida Department of State, providing excellent customer service ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Services Operations Manager

    Financial Services Operations Manager

    VirtualVocationsBuffalo, New York, United States
    Full-time
    A company is looking for a Financial Services / Custodial Operations Manager.Key Responsibilities Manage client banking relationships and oversee banking processes Perform bank and plan account r...Show moreLast updated: 2 days ago
    • Promoted
    Full-Time Teller

    Full-Time Teller

    Northwest BankBuffalo, NY, United States
    Full-time
    Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest Tellers provide an excellent customer service experience...Show moreLast updated: 30+ days ago
    • Promoted
    Universal Banker I

    Universal Banker I

    Canadian Imperial Bank of CommerceSt. Catharines, Niagara Region, Canada
    Full-time
    As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll have a meaningful impact on the lives of our clients. As a Financial Services Represent...Show moreLast updated: 4 days ago
    Call Center Agent - National Bank

    Call Center Agent - National Bank

    Capital Management ServicesBuffalo, NY, USA
    Full-time
    Quick Apply
    Capital Management Services (CMS) is located in the Amherst / Williamsville, New York area and specializes in 1st party collections and reminder calls for a well-known bank.CMS is a well-respected an...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Tax Expert - Local

    Tax Expert - Local

    IntuitNewfane, NY, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 7 hours ago