Northwest Bank
Universal Banker
New Albany, OH
Sponsorship not specifiedDetected 30 days ago
ExpressSalesOutbound SalesCustomer SupportMentoringMicrosoft Office
About the role
- As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. The role serves as a single point of contact for a wide range of banking needs, consisting of accurately and efficiently handling service transactions – such as deposits,
- payments, replacement cards, and disputes – while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products.
Responsibilities
- Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience.
- Engage with customers following an established customer interaction model to build new customer relationships, retain and deepen existing customer relationships, and provide exceptional customer service standards.
- Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline of sales opportunities.
- Create a warm, welcoming and friendly environment for customers and employees by fostering teamwork in the Financial Center to ensure an overall positive customer experience.
Requirements
- 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.
- 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 make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
- Establish proficiency in the Bank's systems to effectively provide customers with the highest level of service standards.
- 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
Nice to have
- High School Diploma or equivalent preferred
- Less than one year Sales experience or Customer Service experience preferred
Skills
- General Employee Knowledge, Skills, and Abilities
Benefits
- Fulfill customer financial needs, both immediate and long term, by utilizing Financial Wellness conversations to understand needs and recommend appropriate solutions and/or refer to our team of experts when necessary.
Company info
- We are committed to creating an inclusive environment for all employees.
- Work as part of a team
Equal opportunity
- Northwest is an equal opportunity employer.
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This listing is sourced directly from Northwest Bank's careers page and normalized into a canonical job model.