Universal Banker

Location Mill Hall, PA. Job Description As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. The role serves as a single point of contact for a wide range of banking needs, accurately and efficiently handling service transactions such as deposits, payments, replacement cards, and disputes, while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products. Essential Functions Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience. Engage customers following an established interaction model to build new relationships, retain and deepen existing ones, and provide exceptional service standards. Fulfill customer financial needs, both immediate and long-term, by utilizing Financial Wellness conversations to understand needs and recommend appropriate solutions and/or refer to the team of experts when necessary. Accurately and efficiently process transactions such as deposits, payments, checks for cashing and other transactions. Recognize cross‑sell opportunities, including deposit accounts, insurance, investment, and lending products, referring to the team of experts when necessary. Establish effective partnerships with Financial Advisors, LRMs, Mortgage, and Business Bankers. Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and build a robust pipeline of sales opportunities. Develop proficiency in the Bank’s systems to effectively provide customers with the highest level of service standards. Meet or exceed all financial objectives pertaining to individual and team goals. Demonstrate ownership to ensure all follow‑up items are completed or delegated to appropriate individuals, working harmoniously with multiple team members. Create a warm, welcoming and friendly environment for customers and employees, fostering teamwork to ensure a positive experience. Deliver coaching and guidance to tellers on digital capabilities, transaction processing, and key priorities—emphasizing a streamlined sales and service experience, a digital‑first approach, effective problem resolution, and strategic use of digital tools. Ensure compliance with Northwest’s policies, procedures, and Federal/State regulations. Navigate Microsoft Office software, department‑specific applications, and other tools to maximize efficiency. Work as part of a team and collaborate with on‑site equipment. Qualifications Education: High school diploma or equivalent (preferred). Work experience: Less than one year of banking and/or retail experience, or less than one year of sales or customer service experience (preferred). General employee knowledge, skills, and abilities: Establish effective working relationships among team members and participate in problem solving and decision making. Present and express ideas clearly and concisely in oral or written form, appropriate to the audience. Actively listen to others to achieve understanding and facilitate exchange of information. Develop and use tracking systems to monitor work progress, effectively utilizing time and resources. Make decisions based on perceptive and analytical processes, exercising good judgment in gray areas. Equal Opportunity Employer Northwest is an equal‑opportunity employer. We are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr Northwest Bank