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.

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.
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency.

Qualifications

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