Financial Center Banker

About the role

The Financial Center Banker at Northwest is a key member of the Branch Banking team. This position involves providing financial advice and services to customers, 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.
• Make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas.

Requirements

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

Qualifications

• 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.

Skills

• Active listening skills.
• Microsoft Office Software proficiency.
• Computer applications proficiency.
• Software specific to the department proficiency.

Benefits

N/A

Pay

N/A

Schedule

N/A