Financial Center Banker
Northwest Bank
PA0276 Peters Township
Job Description
DESCRIPTIONAs part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship.
The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience.
ESSENTIAL FUNCTIONS:
- Performance Metrics: 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
- 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 Portraying the Northwest Bank Culture: Deliver exceptional customer service experiences. Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones
- Customer Engagement: 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
- Relationship Building: 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
- Ensure compliance with Northwest's policies and procedures, and 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
- Responsible for adherence to all security and dual control processes, daily branch tasks, and branch opening and closing tasks as needed
- Complete other duties and special projects as requested by management
KNOWLEDGE, SKILLS, AND ABILITIES:
- Ability to establish effective working relationships among team members and participate in solving problems and making decisions
- Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
- Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability to 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
- Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 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
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$55k - $156.45k
...deposit and fee products/services. Collecting and analyzing financial data for proper loan structure for written/verbal presentation... ...activities to identify bank prospects and develop key centers of influence. Collaborates with commercial banking team and...FinancialFor contractorsWork at officeMonday to Friday$55k - $156.45k
...for all business lines including: Collecting and analyzing financial data for proper account structure. Maintaining aggressive calling... ...referral professionals such as attorneys, realtors, and other center of influences. ~ Calls on new prospects as referred from...FinancialWork at office$116k - $216k
...SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing... ...solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing...FinancialFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Relationship Banker - Cranberry, Wexford, Sewickley, Ross Town Center and Robinson Cranberry Township, Pennsylvania;Pittsburgh, Pennsylvania; Sewickley, Pennsylvania... ..., we are guided by a common purpose to help make financial lives better through the power of every connection...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...to the company’s success. As a Personal Banker within PNC's Retail organization, you will... ...Pittsburgh, PA at the North Hills Banking Center branch. The branch address is 50 McIntyre... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners...FinancialFull timeTemporary workPart timeWork experience placementWork at office
- ...As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the... ...operations you will create an amazing experience in the Center for employees and customers. You take personal...FinancialLive outWork at office
- ...your future. Position Title: Private Banker 2 Business Unit: Private Banking... ...owners and executives, professionals and Centers of Influence (COI) within their assigned... .... Analyzes and evaluates personal financial statements, tax returns, credit bureau reports...FinancialWork at office
$25 - $38.46 per hour
...Private Client Banker Location: 6203 Babcock Blvd - Pittsburgh, Pennsylvania 15237... ...relationship with a plan-based approach to financial advice. As a PCB, you will deliver and... ...and development of internal and external centers of influence; Employs a disciplined approach...FinancialHourly payWork experience placementDay shift- ...to the company's success. As a Personal Banker within PNC's Retail Banking organization... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...partnerships as well as community Centers of Influence to acquire, expand and...FinancialFull timeTemporary workPart timeWork experience placementWork at office
$20.67 - $31.25 per hour
...Personal Banker Location: 5576 Penn Avenue - Pittsburgh, Pennsylvania 15206 Be a... ...guidance and solutions to assist in client's financial wellness both in person and through... ...effectively managing internal and external centers of influence. Ensuring compliance...FinancialHourly payWork experience placementDay shift- ...opportunity for an accomplished commercial banker with a strong presence in Pittsburgh to... ...to business owners, executives, and financial decision-makers. The successful candidate... ...through prospecting, referral networks, centers of influence, industry associations, and...FinancialFull timeWork experience placement
- ...This role is responsible for delivering consistent, exceptional service to our members while assisting them with a wide range of financial needs. The ideal candidate will combine strong attention to detail with relationship-building skills and a commitment to teamwork....FinancialHourly payFull timeRelocation
$25 per hour
...Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know... ...and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers...FinancialLocal areaAfternoon shift- ...Time) This part time position works at the Mt. Lebanon Racket Center performing registration and customer service functions.... ...can understand. Maintain accurate registration details and financial transactions. Decisions on proper behavior relative to facility...FinancialContract workPart timeSeasonal workWork at officeLocal areaAfternoon shift
- ...Customer Experience Banker Non NMLS Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...FinancialFull timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for... ...banking solutions and cutting-edge financial technology combined with friendly and attentive... ...coverage, on-site health and wellness centers, a retirement savings plan, backup...FinancialFull time
- ...related field, specialized banking education and training, and a minimum of four years’ related experience required. Washington Financial offers a very competitive benefits package which includes paid time off and holidays; affordable group benefits (medical, dental,...Financial
- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help... ...grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer...FinancialFull timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...subject to additional background checks as required by Consumer Financial Protection Bureau regulations. PNC offers a comprehensive range...FinancialFull timeTemporary workPart timeWork experience placementWork at office
- ...and for your future. Position Title Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment... ...culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range...FinancialWork at office
- ...Associate Relationship Banker You have a passion for helping customers, building relationships, and delivering extraordinary customer... ...and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial...FinancialImmediate startAfternoon shift
$116k - $216k
...as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on...FinancialWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...FinancialWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift
- ...you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas... ..., and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in...FinancialFull timeH1bWork at officeRemote workWork from homeFlexible hours
- ...you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas... ..., and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk‑in...FinancialFull timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Relationship Banker Business Specialist At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Development With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with...FinancialFull timeFlexible hoursShift work
- ...Skills Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities Competencies Accuracy and Attention to Detail, Business Acumen, Customer...FinancialFull timeTemporary workPart timeWork experience placementWork at office
- ...organization, you will be based in Pittsburgh, PA at the Robinson Towne Center branch. PNC is an in-office company that fosters a... ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet...FinancialFull timePart timeWork experience placementWork at officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Center Banker. Be the first to apply!
- mortgage banker Pittsburgh, PA
- business banker Pittsburgh, PA
- bankers life Pittsburgh, PA
- one main financial Pittsburgh, PA
- financial institutions Pittsburgh, PA
- financial software developer Pittsburgh, PA
- financial banking Pittsburgh, PA
- financial sales Pittsburgh, PA
- finance financial Pittsburgh, PA
- workday financials Pittsburgh, PA


