Description The Virtual Personal Banker will have an in depth | Buffalo, NY

Detailed Information

  • Location: Buffalo, NY

  • Company: Northwest Bank

needs that are referred by the Contact Center. This role will connect with our commercial and consumer customers with Northwest products and services that fulfill their financial needs while ensuring an exceptional customer experience that helps implement strategies to work with the team in achieving targeted goals.

ESSENTIAL FUNCTIONS: Facilitate the onboarding and growth of commercial customer relationships, including opening new accounts and communicating with customers and relationship managers to recognize cross-selling opportunities Have consistent, holistic financial wellness conversations and best practices Conduct outbound business calls/referrals on a regular basis Identify

and resolve customer issues and escalate as needed Assist with implementation of Northwest's strategic business plan and marketing initiatives Review customer organizational, fiduciary and internal documents and accept these documents on behalf of Northwest Educate and/or refer Northwest solutions that meet our customer/client needs Assist the commercial lending team with any needs related to commercial accounts Originate and process account opening requests Support customer inquiries regarding their accounts, requests, advances, and other needs Enhance and support growth of commercial relationships with internal and external affiliates Resolve customer concerns quickly, professionally, and accurately

Attend educational/training seminars as needed Able to work evening hours and weekends as scheduled or assigned Oversee onboarding of new and existing employees and customers 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, Retail, and/or Commercial Banking Experience preferred Customer Service Experience preferred COMPENSATION: The pay range for this position is generally $16.00 to $17.50 per hour.

Shift differentials are provided for hours worked outside of standard office operations. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. This is a continuous job posting. Applications received will be considered for any current and/or future Full-Time and Part-Time Contact Center Specialist vacancies. We will accept applications regardless of whether or not a current vacancy exists. By applying to this job posting, you will be considered for any Full-Time or Part-Time Contact Center Specialist vacancies between November 1, 2023 - November 30, 2023.

#LI-RM1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

41 CFR 60-1.35(c)

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