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.
• Deliver exceptional customer service experiences.
• 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.
• 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.

Financial Needs Assessment

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.

Operational Soundness

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.

Knowledge, Skills, And Abilities

• 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.

Qualifications

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