Universal Banker

NY0340 Greece Job Description 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 u2013 such as deposits, payments, replacement cards, and disputes u2013 while also driving sales by opening accounts, identifying customer needs, offering tailored solutions, and recommending appropriate banking products. Essential Functions u2022 Proactively and professionally greet customers as they enter the Financial Center to determine the best way to manage and guide their experience. u2022 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. u2022 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. u2022 Accurately and efficiently process transactions such as deposits, payments, checks for cashing and other transactions. u2022 Recognize cross-sell opportunities, including deposit accounts as well as insurance, investment and lending products, referring to our team of experts when necessary. u2022 Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers. u2022 Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline of sales opportunities. u2022 Establish proficiency in the Banku2019s systems to effectively provide customers with the highest level of service standards. u2022 Meet or exceed all financial objectives pertaining to individual and Financial Center team goals. u2022 Demonstrate ownership to ensure all follow-up items are complete or delegated to the appropriate individual(s) to work harmoniously with multiple team members. u2022 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. u2022 Deliver coaching and guidance to tellers on digital capabilities, transaction processing, and key priorities - emphasizing a streamlined sales and service experience, a digital-first approach, effective client problem resolution, and the strategic use of digital tools. u2022 Ensure compliance with Northwestu2019s policies and procedures, and Federal/State regulations. u2022 Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency. u2022 Ensure compliance with Northwestu2019s policies and procedures, and Federal/State regulations u2022 Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency u2022 Work as part of a team u2022 Work with on-site equipment 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 Less than one year Banking and/or retail experience Or Less than one year Sales experience or Customer Service experience preferred General Employee Knowledge, Skills, and Abilities u2022 Ability to establish effective working relationships among team members and participate in solving problems and making decisions u2022 Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written u2022 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 u2022 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 u2022 Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas The pay range for this position is generally $18.00 - $20.00 per hour. Actual pay is based on various factors including but not limited to the successful candidateu2019s experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. A t Northwest, weu2019re here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.

Created: 2026-02-20