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About the Role

As part of the Branch Banking team, the Financial Center Banker will gain in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship. This role connects customers with Northwest products and services by opening accounts, identifying financial needs, and connecting customers to other Northwest financial experts, ensuring an exceptional customer experience.

Responsibilities

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.
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.
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.
Deliver exceptional customer service experiences.
Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones.
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.
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.
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.

Requirements

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.
Ability to perform each essential duty satisfactorily.

Skills

Microsoft Office Software
Computer applications
Department-specific software

Location

Jamestown, NY

Work Type

On-site

Experience Level

1 year banking and/or retail experience preferred
Sales experience preferred
Customer Service experience preferred

Education Level

High school diploma or equivalent preferred

Salary/Compensations

$16.00 - $22.00 per hour

Benefits

Additional bonus earning opportunities
Benefits are also available

About the Company

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Equal Opportunity

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.