Reference #: d360e045-a40a-4d59-87d0-e9711590a513
Description
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 goals.
ESSENTIAL FUNCTIONS:
Have consistent, holistic financial wellness conversations utilizing the CARE (Connect, Ask, Recommend, Expand) best practices
Achieve or exceed the overall sales performance goals of the office
Responsible for ensuring that office staff are consistently providing the best customer experience possible
Assist with implementation of Northwest's strategic business plan and marketing initiatives
Resolve or escalate issues referred by the office team
Maintain community presence and involvement
Cross train on additional responsibilities
Identify and resolve customer issues as well as resolve or escalate issues referred by the office team
Originate and process consumer loan requests
Knowledge of all office systems and software
Review and monitor daily scorecard
Supervise vault operations and procedures
Participate in and conduct regular office meetings
Attend educational/training seminars as needed
Conduct outbound business calls/referrals on a regular basis
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
Cash handling experience preferred
Consumer lending experience preferred
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)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
