Financial Center Banker

About the role

The Financial Center Banker at Northwest serves as a key member of the Branch Banking team, focusing on providing financial advice and solutions to clients through a consultative approach.

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.
• Proactively identify areas for improvement and implement strategies to enhance operational effectiveness.
• Deliver exceptional customer service experiences, addressing customer concerns and complaints promptly and effectively.
• 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.
• 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.
• Work as part of a team, using on-site equipment, and complete other duties and special projects as requested by management.

Qualifications

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