Personal Banker

1 week ago

Union City, United States Northwest LLC Full time

Personal Bankers have an in depth knowledge of Northwest products and services. The Personal Banker connects our customers with Northwest products and services that fulfill their financial needs while ensuring an exceptional customer experience that helps implement strategies to attain office and individual production goals.

PERSONAL BANKER ESSENTIAL FUNCTIONS:

  • Open new accounts and communicate with customers to recognize cross-selling opportunities and assist with mortgage, consumer loan, and credit card functions as needed
  • Actively engage with and greet customers and take ownership to resolve any customer issues or concerns
  • Conduct outbound business calls/referrals on a regular basis
  • Deliver on our North(west) star experience and champion our customer's financial wellness through delivery of exceptional customer experience - both in person, over the phone, and through email communications
  • Assist with implementation of Northwest's strategic business plan and marketing initiatives
  • Exceptional delivery of our 5 Culture Promises
  • Identify and resolve customer issues as well as resolve or escalate issues referred by the office team
  • Seek opportunities for community involvement
  • Complete educational training as assigned and self-educate using bank designed programs and applications
  • Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
  • Responsible for adherence to all security and dual control processes, daily branch tasks, and branch opening and closing tasks as needed
  • Assist office management as needed with scheduling staff and completing Audit Certification requirements
  • Work evening hours and weekends as scheduled, assigned, or necessary
  • 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
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:
  • 3 - 5 years Banking and/or Retail Experience preferred
  • Sales Experience preferred
  • Customer Service Experience preferred


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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