Financial Center Banker jobs in United States
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Northwest Bank · 6 hours ago

Financial Center Banker

Northwest Bank is seeking a Financial Center Banker who will connect customers with banking products and services through a consultative approach. The role involves conducting financial assessments, ensuring compliance with banking regulations, and providing exceptional customer service to enhance client relationships.

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
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

Qualification

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

Required

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
High school diploma or equivalent
1 year banking and/or retail experience
Sales experience
Customer Service experience

Preferred

High school diploma or equivalent
1 year banking and/or retail experience
Sales experience
Customer Service experience

Company

Northwest Bank

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Northwest Bank is a financial firm that offers banking, lending, payments, and wealth management solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Louis Torchio
President & Chief Executive Officer
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Jim Colestro
Retail Lending > Small Business Banking > Payments
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Company data provided by crunchbase