Financial Services Associate

Job Description:Financial Services Associate

The responsibilities of Northwest Financial Services Associates within our retail network team involve extensive customer interaction, encompassing customer greetings, effective transaction processing, problem resolution, delivery of educational services, and identification of financial needs for proper referrals. The floating teller position contributes to the operational efficiency of the banking system by accommodating various locations and adhering to a flexible work schedule.

Essential Functions:

• Maintain open availability to fulfill a variable schedule that fluctuates on a weekly or even daily basis in response to the Bank's demands
• Visit Bank sites within a specified geographical area, sometimes at short notice and during working hours
• Reliable transportation is a prerequisite for fulfilling job duties across different locations
• Attendance reliability is a must
• Reach financial wellness targets by pinpointing opportunities for referrals
• Aid patrons and guests by responding to queries, resolving concerns, and catering to their diverse needs. Initiate interactions with patrons to grasp their requirements and introduce them to the features and perks of products or services available. Guide patrons to the suitable team member for specialized requests or offerings.
• Participate actively in customer interactions by initiating greetings and demonstrating responsibility in resolving any customer complaints or worries
• Check the cash register at the end of each day and contribute to the supervised reconciliation of the vault, ATM, and other relevant apparatus as necessary
• Given an enhanced drawer limit, authorized to sign checks, and granted supervisory privileges in the teller system when required
• Maintain a focus on our primary goal of promoting the financial well-being of our customers by consistently delivering exceptional service that exceeds their expectations.
• Remarkable execution of our 5 Cultural Pledges
• Fulfill all designated educational sessions and expand knowledge through bank-approved platforms
• Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
• Knowledge of security measures and adherence to dual control processes are key
• Accountable for assisting with branch opening and closing duties as required
• Prevent undue risks to the bank through the observance of compliance, risk, and operational guidelines
• Engage in teamwork with fellow employees to finalize daily assignments, showcasing respect and professionalism, adhering to punctuality, and aiding management with any special demands as required
• Follow the designated schedule and work evenings and weekends as per the assignment or demand

This heading focuses on the proficiencies, talents, and skills that an individual possesses:

• The skill to foster efficient teamwork dynamics and contribute to resolving issues and reaching conclusions
• The skill to communicate concepts and data clearly and briefly in a style that matches the recipients, whether spoken or in text
• Demonstrating the capacity to engage in active listening in order to understand others, share information, and foster the open exchange of ideas
• Capability to devise strategies for oneself to achieve particular aims, employing tracking mechanisms to oversee personal work advancement, and making optimal use of time and information resources
• The skill to reach correct conclusions through insightful and analytical reasoning, exhibiting prudent judgment in uncertain circumstances
• Familiarity with computers and the Teller System is essential

Qualifications:

Successful completion of the tasks hinges on the individual's ability to fulfill each core responsibility proficiently. The criteria specified below serve as indicators of the requisite knowledge, skill set, and/or proficiency essential for the role. Reasonable measures can be taken to facilitate the performance of crucial functions by individuals with disabilities.

Education:

• Having finished high school or holding an equivalent qualification is advantageous

Work Experience:

• Preference given to candidates with a background in customer service
• Preference is given to candidates with cash handling background
• Candidates with previous experience in banking or retail are desired

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