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Northwest Bank · 1 day ago

Financial Center Banker

North Tonawanda, NY

Full-time

Onsite

Entry Level

$16/hr - $22/hr

1+ years exp

Northwest Bank is seeking a Financial Center Banker who will provide financial options to clients while expanding banking relationships. The role involves conducting financial assessments, ensuring compliance with regulations, and delivering exceptional customer service.

BankingFinancial Services

Responsibilities

Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations

Conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth

Ensure compliance with all banking regulations, policies, and procedures

Deliver exceptional customer service experiences

Initiate proactive conversations with customers to build rapport and understand their financial objectives

Build long-term relationships with customers by providing ongoing support and follow-up

Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk

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

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

Qualification

Financial Needs AssessmentCustomer EngagementComplianceRegulationsMicrosoft Office SoftwareSales ExperienceCustomer Service ExperienceTeam CollaborationActive ListeningProblem Solving