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Financial Center Banker

LE001 Northwest Bank

As part of the Branch Banking team, a Financial Center Banker will acquire and apply in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship. The role involves connecting customers with Northwest products and services, opening accounts, identifying financial needs, and ensuring an exceptional customer experience. Essential Functions Performance Metrics: Meet or exceed 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. Operational Soundness: Ensure compliance with all banking regulations, policies, and procedures, and provide leadership while ensuring efficiency and accuracy in all operational activities and financial centre 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 promptly, and turn negative experiences into positive ones. Customer Engagement: Initiate proactive conversations with customers to build rapport and understand their financial objectives, using 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, anticipating needs, and proactively offering assistance and guidance. Compliance and Regulations: Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk, maintain confidentiality, and protect customer information. Technology Utilization: Navigate Microsoft Office and other department‑specific software to maximize technology tools and efficiency. Team Collaboration: Work as part of a team and with on‑site equipment, adhering to all security and dual‑control processes. Branch Operations: Perform daily branch tasks, including opening and closing procedures, as needed. Additional Duties: Complete other duties and special projects as requested by management. Knowledge, Skills, and Abilities Establish effective working relationships among team members and participate in problem‑solving and decision‑making. Present and express ideas and information clearly and concisely, both orally and in writing, appropriate to the audience. Actively listen to understand others and facilitate open exchange of ideas and information. Set and achieve specific goals, using tracking systems to monitor progress and effectively use time and information resources. Make sound decisions based on perceptive and analytical processes, exercising good judgment in gray areas. Qualifications Education: High school diploma or equivalent preferred. Work Experience: 1year of banking and/or retail experience preferred; sales experience preferred; customer‑service experience preferred. Northwest is an equal‑opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. #J-18808-Ljbffr LE001 Northwest Bank

Vacancy posted 5 days ago
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