Financial Center Banker

Essential Functions

• 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.

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.

Leadership

• Deliver exceptional customer service experiences.
• Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones.
• 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.

Knowledge, Skills, And Abilities

• Establish effective working relationships among team members and participate in solving problems and making decisions.
• Present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written.
• 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.
• 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.
• 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.