Private Banker jobs in South Bend, IN

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