Financial Center Banker

Financial Center Banker As part of the Branch Banking team, the Financial Center Banker will 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 role connects customers with Northwest products and services, opens accounts, identifies financial needs, and ensures 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. Customer Engagement: Initiate proactive conversations with customers to build rapport and understand their financial objectives; utilize active listening skills to uncover opportunities to enhance financial well‑being. Relationship Building: Build long‑term relationships 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. Technical Proficiency: Navigate Microsoft Office Software and other department‑specific applications to maximize technology tools and gain efficiency. Team Collaboration: Work as part of a team and with on‑site equipment. Operational Duties: Responsible for adherence to all security and dual control processes, daily branch tasks, and branch opening and closing tasks 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 solving problems and making decisions. Present and express ideas and information clearly and concisely, whether orally or in writing, to an appropriate audience. Actively listen to others to achieve understanding and facilitate open exchange of ideas and information. Establish courses of action to accomplish specific goals, develop and use tracking systems to monitor 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Northwest is an equal‑opportunity employer. We are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr LE001 Northwest Bank