Financial Center Banker: Build Wealth & Relationships

LE001 Northwest Bank; Mason (OH); On-site; USD 42,000 - 70,000; Full time

Job summary

Northwest Bank is seeking a Financial Center Banker in Warren to provide consultative financial options, open accounts, and expand relationships. You will connect customers with Northwest products, identify needs, and deliver an exceptional banking experience.

The role emphasizes financial needs assessments, regulatory compliance, teamwork, and proactive client engagement. You’ll use Microsoft Office and branch systems to support daily operations and help customers achieve their financial goals.

Qualifications

• High school diploma or equivalent preferred.
• 1 year banking/retail experience preferred.
• Sales experience preferred.
• Customer service experience preferred.
• Ability to follow policies and protect customer information.

Responsibilities

• Meet or exceed performance targets for customer satisfaction and sales.
• Conduct financial needs assessments and offer personalized options.
• Ensure compliance with banking regulations and procedures.
• Deliver exceptional customer service and address concerns.
• Build long-term customer relationships through proactive outreach.
• Maintain branch security and participate in daily tasks.
• Work as part of a team and use department software.
• Complete other duties and special projects as requested.

Skills

Team collaboration

Communication

Active listening

Time management

Decision making

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Northwest Bank is seeking a Financial Center Banker in Warren to provide consultative financial options, open accounts, and expand relationships. You will connect customers with Northwest products, identify needs, and deliver an exceptional banking experience.

The role emphasizes financial needs assessments, regulatory compliance, teamwork, and proactive client engagement. You’ll use Microsoft Office and branch systems to support daily operations and help customers achieve their financial goals.