Universal Banker

Northwest Bank • Columbus, OH • 4h ago

OH0567 Columbus - North High Street

Job Description

DESCRIPTION

As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. The role serves as a single point of contact for a wide range of banking needs, consisting of accurately and efficiently handling service transactions - such as deposits, payments, replacement cards, and disputes - while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products.

Essential Functions

Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience.

Engage with customers following an established customer interaction model to build new customer relationships, retain and deepen existing customer relationships, and provide exceptional customer service standards.

Fulfill customer financial needs, both immediate and long term, by utilizing Financial Wellness conversations to understand needs and recommend appropriate solutions and/or refer to our team of experts when necessary.

Accurately and efficiently process transactions such as deposits, payments, checks for cashing and other transactions.

Recognize cross-sell opportunities, including deposit accounts as well as insurance, investment and lending products, referring to our team of experts when necessary.

Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers.

Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline of sales opportunities.

Establish proficiency in the Bank's systems to effectively provide customers with the highest level of service standards.

Meet or exceed all financial objectives pertaining to individual and Financial Center team goals.

Demonstrate ownership to ensure all follow-up items are complete or delegated to the appropriate individual(s) to work harmoniously with multiple team members.

Create a warm, welcoming and friendly environment for customers and employees by fostering teamwork in the Financial Center to ensure an overall positive customer experience.

Deliver coaching and guidance to tellers on digital capabilities, transaction processing, and key priorities - emphasizing a streamlined sales and service experience, a digital-first approach, effective client problem resolution, and the strategic use of digital tools.

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.

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

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

Less than one year Banking and/or retail experience

Less than one year Sales experience or Customer Service experience preferred

General Employee 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

LI-MM1

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

A t 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.

Similar Jobs

Accounts Receivable Clerk

Robert Half • Columbus, OH • 4h ago

Finance, Accounting & Banking

Description We are looking for an Accounts Receivable Clerk to support financial operations for a long-term contract opportunity in Columbus, Ohio. This position will play a key role in maintaining accurate receivables a...

4h ago

Go to Apply

Universal Banker

Northwest Bank • New Albany, OH • 4h ago

Finance, Accounting & Banking

OH0527 New Albany - Hamilton Road Job Description DESCRIPTION As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordin...

4h ago

Go to Apply

Commercial Portfolio Manager - Huntington Technology Finance - Portfolio Monitoring

Huntington National Bank • Columbus, OH • 5h ago

Finance, Accounting & Banking

Description This position is available to be filled at any Huntington Bank Corporate office location. The Underwriting Commercial Portfolio Manager - Technology Finance (HTF) performs ongoing credit monitoring duties on...

5h ago

Go to Apply

Government Accounting Manager

Pacific Northwest National Laboratory • Columbus, OH • 23h ago

Finance, Accounting & Banking

Overview At PNNL, our core capabilities are divided among major departments that we refer to as Directorates within the Lab, focused on a specific area of scientific research or other function, with its own leadership te...

23h ago

Go to Apply

Revenue Cycle Team Lead - Digitech - Remote

Sarnova HC, LLC • Dublin, OH • 23h ago

Finance, Accounting & Banking

Sarnova HC, LLC Position Title: Revenue Cycle Team Lead - Digitech - Remote Job Description The Sarnova Family of companies includes Digitech Computer, Bound Tree Medical, Tri-anim Health Services and Cardio Partners. Di...

23h ago

Go to Apply

Credit Balance Specialist - Digitech - Remote

Sarnova HC, LLC • Dublin, OH • 23h ago

Finance, Accounting & Banking

Sarnova HC, LLC Position Title: Credit Balance Specialist - Digitech - Remote Job Description The Sarnova Family of companies includes Digitech Computer, Bound Tree Medical, Tri-anim Health Services and Cardio Partners....

23h ago

Go to Apply

Financial Advisor

KEMBA Financial Credit Union • Columbus, OH • 1d ago

Finance, Accounting & Banking

Title: Financial Advisor Reports to: Director of Wealth Management & Financial Resources Supervises: None Status: Exempt Objective The Financial Advisor is responsible for serving the financial needs of Credit Union...

1d ago

Go to Apply

Billing Resolution Specialist I - Digitech - Remote

Sarnova HC, LLC • Dublin, OH • 1d ago

Finance, Accounting & Banking

Sarnova HC, LLC Position Title: Billing Resolution Specialist I - Digitech - Remote Job Description The Sarnova Family of companies includes Digitech Computer, Bound Tree Medical, Tri-anim Health Services and Cardio Part...

1d ago

Go to Apply

Billing Specialist I - Digitech - Remote

Sarnova HC, LLC • Dublin, OH • 1d ago

Finance, Accounting & Banking

Sarnova HC, LLC Position Title: Billing Specialist I - Digitech - Remote Job Description The Sarnova Family of companies includes Digitech Computer, Bound Tree Medical, Tri-anim Health Services and Cardio Partners. Digit...

1d ago

Go to Apply

Financial & Underwriting Consultant

ALLIANT INSURANCE SERVICES, INC. • Grove City, OH • 1d ago

Finance, Accounting & Banking

SUMMARY Responsible for execution of all advanced pricing and analysis requests. Leads in the development and management of assigned underwriting and analyst teams. This role supports our Employee Benefits Department Mid...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)