Financial Center Banker

Northwest Bank • Valencia, PA • 2h ago

PA0144 Valencia

Job Description

As part of the Branch Banking team, the 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

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

Consultant II, Project Management - Tax Transformation

Deloitte • Pittsburgh, PA • 13min ago

Finance, Accounting & Banking

Are you energized by guiding strategic initiatives and orchestrating cross-functional teams to deliver high-impact technology solutions? Join Deloitte's US Tax Transformation Technology Team to help transform global tax...

13min ago

Go to Apply

relationship banker

First National Bank • Coraopolis, PA • 2h ago

Finance, Accounting & Banking

Primary Office Location: 825 Beaver Grade Road. Coraopolis, Pennsylvania. 15108. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies...

2h ago

Go to Apply

Commercial Specialized Lending Closer

Northwest Bank • Bellevue, PA • 2h ago

Finance, Accounting & Banking

IN0534 Fishers, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0186 Mount Joy, PA0220 Erie - 8th & State, PA0258 Bellevue, PA0445 Williamsport, PA0725 State College Business Office, PA0736 Administration...

2h ago

Go to Apply

State and Local Tax Associate (Fall 2027/Winter 2028)

RSM US LLP • Pittsburgh, PA • 4h ago

Finance, Accounting & Banking

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our except...

4h ago

Go to Apply

Manager, Tax Accounting

Wabtec Corporation • Pittsburgh, PA • 21h ago

Finance, Accounting & Banking

Job Description Who will you be working with? You will be part of the Corporate Tax organization within the Finance function and report to Senior Director, Tax Accounting. In this role, you will collaborate closely with...

21h ago

Go to Apply

Accounting Manager Sr.

PNC • Pittsburgh, PA • 23h ago

Finance, Accounting & Banking

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to...

23h ago

Go to Apply

Senior Manager, Investment Data Operations

Federated Hermes • Pittsburgh, PA • 1d ago

Finance, Accounting & Banking

Senior Manager, Investment Data Operations Federated Hermes Career Opportunity #9742 Federated Hermes, Inc. is seeking a Senior Manager, Investment Data Operations based in our Pittsburgh, Pennsylvania headquarters, to l...

1d ago

Go to Apply

Investment Banking Senior Manager

Accenture • Pittsburgh, PA • 1d ago

Finance, Accounting & Banking

Accenture Consulting: Your Unique Place in our Global Collective Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all about the wise pivot that turns constant di...

1d ago

Go to Apply

Payments Banking Manager

Accenture • Pittsburgh, PA • 1d ago

Finance, Accounting & Banking

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth,...

1d ago

Go to Apply

Accounts Payable Clerk

Robert Half • Bridgeville, PA • 1d ago

Finance, Accounting & Banking

Description A growing company in the Upper St. Clair/Bridgeville area is seeking a detail-oriented Accounts Payable Clerk to join its accounting team. This full-time, on-site, contract-to-hire opportunity is ideal for so...

1d ago

Go to Apply

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