Back to Jobs search

Financial Center Banker

Northwest Bank • Lewisburg, PA • 3h ago

Lewisburg, PA

Full time

R-102349

PA0449 Lewisburg

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

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

Relationship Banker

First National Bank • Loganton, PA • 3h ago

Finance, Accounting & Banking

Primary Office Location: 4 East Main Street. Loganton, Pennsylvania. 17747. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Base...

3h ago

Go to Apply

Senior Relationship Banker

First Commonwealth Bank • Montoursville, PA • 3h ago

Finance, Accounting & Banking

As a First Commonwealth Senior Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the rol...

3h ago

Go to Apply

Regional Commercial Banking Relationship Manager II

Northwest Bank • Williamsport, PA • 1d ago

Finance, Accounting & Banking

PA0445 Williamsport, PA0725 State College Business Office Job Description The C & I Commercial Relationship Manager II is responsible for serving as a trusted business advisor to clients and providing a full breadth...

1d ago

Go to Apply

Regional Commercial Banking Relationship Manager II

Northwest Bank • Williamsport, PA • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Customer Service Teller - 9200931452586_1

Burke & Herbert Bank & Trust Co. • Herndon, PA • 1w ago

Finance, Accounting & Banking

Burke & Herbert Bank & Trust Job Description Edit English (US) Job Posting TitleCustomer Service Teller Job Description JOB DESCRIPTION Summary/Objective Under the direction of the Branch Management, performs a v...

1w ago

Go to Apply

Teller - Full Time

Northwest Bank • Danville, PA • 1w ago

Finance, Accounting & Banking

Danville, PA Full time R-102270 PA0448 Danville Job Description DESCRIPTION Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest Te...

1w ago

Go to Apply

Universal Banker

M&T Bank • Milton, PA • 1w ago

Finance, Accounting & Banking

Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer...

1w ago

Go to Apply

Teller

First Commonwealth Bank • Montoursville, PA • 1w ago

Finance, Accounting & Banking

As a Teller at First Commonwealth, you will live out our Mission to improve the financial lives of our neighbors and their businesses. You will understand the importance of the customer experience, and the role each empl...

1w ago

Go to Apply

Coder Senior - Professional Coding and Auditing experienced (Eastern United States resident)

Geisinger • Danville, PA • 1w ago

Finance, Accounting & Banking

Job Summary Health information coding is the transformation of verbal descriptions of diseases, injuries, and procedures into numeric or alphanumeric designations. The coding process reviews and analyzes health records t...

1w ago

Go to Apply

relationship banker

First National Bank • Selinsgrove, PA • 2w ago

Finance, Accounting & Banking

Primary Office Location: 2 S. Market Street. Selinsgrove, Pennsylvania. 17870. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies B...

2w ago

Go to Apply

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