Financial Center Banker

Essential Functions

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

Performance Metrics

• Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.

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.

Northwest is an equal opportunity employer.

We are committed to creating an inclusive environment for all employees.