Branch Banking & Financial Wellness Advisor

LE001 Northwest Bank; Saint Marys (Elk County); On-site; USD 38,000 - 52,000; Full time

Job summary

Northwest Bank is seeking a Financial Center Banker to provide consultative financial options, open accounts, and expand customer relationships at the Saint Marys branch. The role emphasizes building long-term relationships, delivering exceptional service, and guiding clients to Northwest products and services.

The position requires understanding regulatory requirements, strong communication, and teamwork to support daily branch operations and security procedures.

Qualifications

• High school diploma or equivalent preferred.
• 1 year banking/retail experience preferred.
• Sales experience preferred.
• Customer service experience preferred.

Responsibilities

• Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
• Conduct comprehensive financial assessments for customers to identify opportunities for growth.
• Ensure compliance with banking regulations, policies, and procedures; maintain security and accuracy in operations.
• Lead with Northwest Bank culture; provide exceptional customer service and promptly address customer concerns.

Skills

Customer service

Sales/financial guidance

Regulatory compliance

Teamwork

Microsoft Office

Communication

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Northwest Bank is seeking a Financial Center Banker to provide consultative financial options, open accounts, and expand customer relationships at the Saint Marys branch. The role emphasizes building long-term relationships, delivering exceptional service, and guiding clients to Northwest products and services.

The position requires understanding regulatory requirements, strong communication, and teamwork to support daily branch operations and security procedures.