financial center banker

Northwest Bank • Clearfield, PA • 1d ago

PA0155 Clearfield

Job Description

DESCRIPTION

As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship.

The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience.

ESSENTIAL FUNCTIONS:

Performance Metrics: 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

Financial Needs Assessment: 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

Operational Soundness: 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

Leadership Portraying the Northwest Bank Culture: Deliver exceptional customer service experiences. Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones

Customer Engagement: 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

Relationship Building: 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

Compliance and Regulations: 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

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

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:

1 year banking and/or retail experience preferred

Sales experience preferred

Customer Service experience preferred

1 year banking and/or retail experience preferred

Sales experience preferred

Customer Service experience preferred

LI-JB1

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Similar Jobs

Accounting Assistant - SCI Chester

Commonwealth of Pennsylvania • Pennsylvania, Pennsylvania • 1d ago

Finance, Accounting & Banking

Accounting Assistant - SCI Chester Print ( https://www.governmentjobs.com/careers/pabureau/jobs/newprint/5388939 ) Apply ? Accounting Assistant - SCI Chester Salary $40,685.00 - $60,714.00 Annually Location Delaware Coun...

1d ago

Go to Apply

financial center banker

Northwest Bank • Du Bois, PA • 1d ago

Finance, Accounting & Banking

PA0287 Dubois Job Description DESCRIPTION As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients...

1d ago

Go to Apply

Accountant 1

Commonwealth of Pennsylvania • Pennsylvania, Pennsylvania • 1w ago

Finance, Accounting & Banking

Accountant 1 Print ( https://www.governmentjobs.com/careers/pabureau/jobs/newprint/5381241 ) Apply ? Accountant 1 Salary $51,971.00 - $79,062.00 Annually Location Dauphin County, PA Job Type Civil Service Permanent Full-...

1w ago

Go to Apply

Accounts Payable Manager

Robert Half • Pennsylvania, Pennsylvania • 1w ago

Finance, Accounting & Banking

Description We are looking for an Accounts Payable Manager to lead and actively support a high-volume payables operation within a growing manufacturing organization on the Main Line of Philadelphia, Pennsylvania. This po...

1w ago

Go to Apply

CNB Bank, Experience Facilitator, Part-Time

CNB Bank /ErieBank / Holiday Financial Services • Clearfield, PA • 1w ago

Finance, Accounting & Banking

Description The Experience Facilitator is responsible for designing, coordinating, and executing a wide range of internal and external events that support the bank's strategic goals, brand identity, employee experience,...

1w ago

Go to Apply

Business and Financial Analyst

CONCURRENT TECHNOLOGIES CORPORATION • Pennsylvania, Pennsylvania • 2w ago

Finance, Accounting & Banking

Business and Financial Analyst Concurrent Technologies Corporation Remote Minimum Clearance Required: None Clearance Level Must Be Able to Obtain: Secret Employee Background Check Required CTC Engineering and Manufacturi...

2w ago

Go to Apply

Accountant 3

Commonwealth of Pennsylvania • Pennsylvania, Pennsylvania • 2w ago

Finance, Accounting & Banking

Accountant 3 Print ( https://www.governmentjobs.com/careers/pabureau/jobs/newprint/5376354 ) Apply ? Accountant 3 Salary $67,736.00 - $102,905.00 Annually Location Dauphin County, PA Job Type Civil Service Permanent Full...

2w ago

Go to Apply

Accountant 1 (Local Government) - Wayne County Area Agency on Aging

Commonwealth of Pennsylvania • Pennsylvania, Pennsylvania • 2w ago

Finance, Accounting & Banking

Accountant 1 (Local Government) - Wayne County Area Agency on Aging Print ( https://www.governmentjobs.com/careers/pabureau/jobs/newprint/5369619 ) Apply ? Accountant 1 (Local Government) - Wayne County Area Agency on Ag...

2w ago

Go to Apply

CNB Bank, Talent & Performance Manager

CNB Bank /ErieBank / Holiday Financial Services • Clearfield, PA • 2w ago

Finance, Accounting & Banking

Description The Talent Acquisition & Performance Management Manager is responsible for leading strategic talent acquisition initiatives and driving effective performance and conduct management across the organization...

2w ago

Go to Apply

BUSINESS MANAGER (Accounting)

The GEO Group • Philipsburg, PA • 2w ago

Finance, Accounting & Banking

Benefits Information Full-time employees will enjoy a competitive benefits package with options for you and your family including: Paid Time Off Paid Holidays 401(k) Matching Health Insurance Vision Insurance Life Insura...

2w ago

Go to Apply

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