Financial Center Banker
Northwest LLC
## Financial Center BankerApplylocations: Maytown, PAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R-102050PA0585 Maytown**Job Description**## **DESCRIPTION**As 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 preferredNorthwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.At Northwest, we’re here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve. #J-18808-Ljbffr
$25 - $26.77 per hour
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$178.8k - $204.1k
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...a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial... ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition...FinancialLocal areaFlexible hours- Overview The Universal Banker operates in a seamless dual capacity to deliver an exceptional... ..., including routine transactions and financial counseling, while championing digital conveniences... ..., virtual branch and customer experience center Respond with a sense of urgency and...FinancialContract work
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$175k - $225k
...markets transactions, mergers and acquisitions, and other complex financial mandates. In this role, you will play a central part in driving... ...connected Investment Banking team that operates at the center of some of the most consequential financial transactions in the...FinancialFull timeWork at officeRemote work- ...A leading financial institution in New York is seeking a motivated individual to engage clients and assist with transactions in a dynamic financial center. Responsibilities include processing cash transactions, building relationships with clients to meet their financial...Financial
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- ...areas of the bank.Develop network of external referral sources/centers of influence (COI's) in order to attract new clients.Maintain,... ...credit authority.Ensure that the bank is in possession of current financial information and that the information has been properly analyzed...Financial
$22 - $27.75 per hour
...clients feel informed, supported, and empowered to achieve their financial goals while consistently adhering to TD's risk and regulatory... ...partners Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences...FinancialWork at officeAfternoon shift- ...credit, legal and client teams.Job ResponsibilitiesPerforming financial modeling and financial statement analysisDetermining cash flow... ...comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...Financial
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$25 - $30.29 per hour
...Company Overview The Staten Island Workforce1 Career Center is partnering with JPMorgan Chase Bank to find qualified candidates for a Private Client Banker in Staten Island, New York. Chase is a leading financial services organization providing banking and financial...Financial- ...At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the...FinancialWork at officeWeekend work
- ...These transactions support strategic and financial objectives such as acquisitions, capital... ....Job ResponsibilitiesWork with senior bankers and industry teams to originate, structure... ...coverage, on-site health and wellness centers, a retirement savings plan, backup childcare...Financial
- ...transactions accurately, have deep conversations to understand clients’ financial priorities, and connect them to solutions that meet their goals... ...in small business, lending, and investments. Manage financial center traffic, appointments, and outbound calls effectively. Drive...FinancialFlexible hoursShift workWeekend workDay shift
- ...enjoy building relationships and providing financial advice to your clients. A role as a... ...likeminded, passionate Innovation Economy bankers JPMorganChase, one of the oldest financial... ...coverage, on-site health and wellness centers, a retirement savings plan, backup...Financial
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$20.43 - $32.31 per hour
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