Financial Center Banker

About the Role

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 by opening accounts and identifying customer financial needs, while ensuring an exceptional customer experience.

Responsibilities

• 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, and provide leadership to maintain operational efficiency and accuracy, including financial center security.
• Proactively identify areas for improvement and implement strategies to enhance operational effectiveness.
• Deliver exceptional customer service experiences and address customer concerns promptly and effectively.
• Initiate proactive conversations with customers to build rapport and understand their financial objectives.
• Build long-term relationships with customers by providing ongoing support and follow-up.
• Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk.
• Maintain confidentiality and protect customer information at all times.
• Navigate Microsoft Office Software, computer applications, and department-specific software to maximize efficiency.
• Work as part of a team and with on-site equipment.
• Adhere to all security and dual control processes, and perform daily branch tasks, including opening and closing tasks as needed.
• Complete other duties and special projects as requested by management.

Skills

• Ability to establish effective working relationships among team members and participate in problem-solving and decision-making.
• Ability to present and express ideas clearly and concisely, both orally and in writing.
• Active listening skills to achieve understanding and facilitate open exchange of ideas.
• Ability to set and accomplish specific goals, develop tracking systems, and effectively use resources such as time and information.
• Ability to make sound decisions based on analytical processes and good judgment in ambiguous situations.

Qualifications

• High school diploma or equivalent preferred.
• 1 year of banking and/or retail experience preferred.
• Sales experience preferred.
• Customer service experience preferred.