Financial Center Banker

About the role

The Financial Center Banker at Northwest serves as part of the Branch Banking team. This role involves providing financial advice and services to clients, conducting financial assessments, and building long-term relationships.

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.
• Provide leadership while ensuring efficiency and accuracy in all operational activities and financial center security.
• 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, 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.
• Complete other duties and special projects as requested by management.

Requirements

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

Qualifications

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.