Personal Banker Jobs

Personal Bankers have an in depth knowledge of Northwest products and services. This position 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.

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

Work Experience:

• Customer Service Experience preferred
• 3 - 5 years Banking and/or Retail Experience preferred
• Consumer Lending Experience preferred
• Cash Handling Experience preferred

ESSENTIAL FUNCTIONS:

• Open new accounts and communicate with customers to recognize cross-selling opportunities
• Assist with implementation of Northwest’s strategic business plan and marketing initiatives
• Assist the Manager in all phases of office operation including opening, processing, and maintaining customer accounts, and completing Audit Certification requirements
• Supervise vault operations and procedures
• Able to work evening hours and weekends as scheduled or assigned
• Originate and process consumer loan requests
• 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 with on-site equipment
• Knowledge of all job related operating systems including Teller, Platform, and Lending Systems
• Knowledge of all job related operating systems and Northwest products and services
• Maintain community presence and involvement
• Contribute to the overall sales performance of the office team
• Cross train on additional responsibilities such as being on the Teller line
• Work as part of a team
• Identify and resolve customer issues as well as resolve or escalate issues referred by the office team
• Conduct outbound business calls/referrals on a regular basis
• Participate in regular office meetings
• Review and monitor daily scorecard
• Supervise and guide the office’s success of operations and audit
• Educate and/or refer Northwest solutions that meet our customer/client needs through the Northwest 360 model – bank, borrow, invest, and insure
• Attend educational/training seminars as needed

KNOWLEDGE, SKILLS, AND ABILITIES:

• 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
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• 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

Skills