Financial Center Banker

LE001 Northwest Bank; Saint Marys (Elk County); On-site; USD 38,000 - 52,000; Full time

Job summary

Northwest Bank is seeking a Financial Center Banker to provide consultative financial options, open accounts, and expand customer relationships at the Saint Marys branch. The role emphasizes building long-term relationships, delivering exceptional service, and guiding clients to Northwest products and services.

The position requires understanding regulatory requirements, strong communication, and teamwork to support daily branch operations and security procedures.

Qualifications

• High school diploma or equivalent preferred.
• 1 year banking/retail experience preferred.
• Sales experience preferred.
• Customer service experience preferred.

Responsibilities

• Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
• Conduct comprehensive financial assessments for customers to identify opportunities for growth.
• Ensure compliance with banking regulations, policies, and procedures; maintain security and accuracy in operations.
• Lead with Northwest Bank culture; provide exceptional customer service and promptly address customer concerns.

Skills

Customer service

Sales/financial guidance

Regulatory compliance

Teamwork

Microsoft Office

Communication

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

PA0105 St Marys 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 preferred Northwest 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.