Financial Center Banker

As part of the Branch Banking team, a Financial Center Banker will acquire or already have 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, opening accounts; and identifies customer financial needs while connecting customers to other Northwest financial experts who can help with those needs while ensuring an exceptional customer experience. ESSENTIAL FUNCTIONS Meeting or exceeding performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously striving to improve skills and knowledge through training and professional development opportunities. Conducting comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth. Analyzing customer accounts, transactions, and behaviors to offer personalized recommendations. Ensuring compliance with all banking regulations, policies, and procedures and maintaining operational soundness. Building leadership while ensuring efficiency and accuracy in all operational activities and financial center security. Proactively identifying areas for improvement and implementing strategies to enhance operational effectiveness. Portraying the Northwest Bank culture by delivering exceptional customer service experiences and addressing customer concerns and complaints promptly and effectively. Initiating 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. Building long‑term relationships with customers through ongoing support and follow‑up, anticipating their needs and proactively offering assistance and guidance. Adhering to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintaining confidentiality of customer information. Maximizing technology tools by navigating Microsoft Office, department‑specific software, and computer applications to gain efficiency. Working as part of a team and performing all daily branch tasks, opening and closing duties, and adherence to security and dual control processes. Completing other duties and special projects as requested by management. KNOWLEDGE, SKILLS, AND ABILITIES Establishing effective working relationships among team members and participating in problem solving and decision making. Presenting and expressing ideas and information clearly and concisely, orally and in writing, appropriate to the audience. Actively listening to others to achieve understanding, share information, and facilitate open exchange of ideas. Establishing courses of action for oneself to accomplish specific goals and developing tracking systems to monitor work progress, while effectively using resources such as time and information. Making right decisions based on perceptive and analytical processes and practicing good judgment in gray areas. QUALIFICATIONS High school diploma or equivalent (preferred). At least one year of banking and/or retail experience (preferred). Experience in sales and customer service (preferred). Northwest is an equal opportunity employer. #J-18808-Ljbffr