Banker Needed for Immediate Hire

Universal Banker
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, consisting of 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.
Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience.
Engage with customers following an established customer interaction model to build new customer relationships, retain and deepen existing customer relationships, and provide exceptional customer 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 our 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 as well as insurance, investment and lending products, referring to our 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 to build a robust pipeline of sales opportunities.
Establish 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 Financial Center team goals.
Create a warm, welcoming and friendly environment for customers and employees by fostering teamwork in the Financial Center to ensure an overall positive customer 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 client problem resolution, and the strategic use of digital tools.
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 with on-site equipment
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High School Diploma or equivalent preferred
Work Experience
Less than one year Banking and/or retail experience
Less than one year Sales experience or Customer Service experience preferred
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