Financial Center Banker

PA0276 Peters Township Job Description Overview As part of the Branch Banking team, the 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. Responsibilities Performance Metrics: Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. 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. 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 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. Actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information. 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 Education: High school diploma or equivalent (preferred). Work Experience: 1 year banking and/or retail experience preferred; sales experience preferred; customer service experience preferred. Other: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Equal Opportunity Statement Northwest is an equal opportunity employer. #J-18808-Ljbffr