Financial Center Banker

Northwest-Bank; Pittsburgh (Allegheny County); On-site; USD 44,000 - 64,000; Full time

Job summary

Northwest Bank is seeking a Financial Center Banker to provide consultative financial options to clients, open accounts, and expand banking relationships from a branch setting.

The role emphasizes meeting performance targets for customer satisfaction and product sales, conducting financial assessments, and connecting customers with Northwest experts while maintaining compliance and strong operational procedures.

Qualifications

• Customer service experience is preferred.
• Sales experience preferred.
• Ability to build and maintain relationships with customers.
• Strong communication and active listening skills.
• Ability to work well in a team and adapt to changing priorities.
• Ability to follow policies, procedures and regulatory requirements.

Responsibilities

• Provide financial options to clients through a consultative approach and open accounts.
• Identify customer financial needs and connect them to Northwest experts.
• Meet or exceed performance targets related to customer satisfaction and product sales.
• Conduct financial assessments and offer personalized recommendations.
• Ensure compliance with banking regulations and internal policies.
• Assist with branch operations and security; support management as needed.

Education

High school diploma or equivalent

Job description

PA0259 Ross TownshipJob DescriptionDESCRIPTIONAs 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 opportunitiesFinancial 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 recommendationsOperational 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 effectivenessLeadership Portraying the Northwest Bank Culture: Deliver exceptional customer service experiences. Address customer concerns and complaints promptly and effectively, turning negative experiences into positive onesCustomer 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-beingRelationship 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 guidanceCompliance and Regulations: Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and always protect customer informationEnsure compliance with Northwest’s policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyWork as part of a teamWork with on-site equipmentResponsible for adherence to all security and dual control processes, daily branch tasks, and branch opening and closing tasks as neededComplete other duties and special projects as requested by managementKNOWLEDGE, SKILLS, AND ABILITIES:Ability to establish effective working relationships among team members and participate in solving problems and making decisionsAbility to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or writtenAbility to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and informationAbility 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 informationAbility to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areasQUALIFICATIONS: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 preferredWork Experience:1 year banking and/or retail experience preferredSales experience preferredCustomer Service experience preferredNorthwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.