Client Accounts & Solutions Specialist

Northwest Financial Corp; Spencer (IA); On-site; USD 36,000 - 48,000; Full time

Job summary

Northwest Financial Corp in Spencer, IA is seeking a detail-oriented Client Services Associate to perform card processing, account balancing, bank research, and QA monitoring for client transactions. You will also support other departments as needed while ensuring regulatory compliance and risk awareness.

The role emphasizes strong verbal and written communication, analytical reading, and the ability to present information to managers and customers. Travel to outlying branches may be required.

Qualifications

• High school diploma or GED required; one year of experience or equivalent combination.
• Ability to read, analyze, and interpret general business materials.
• Strong verbal and written communication skills.
• Willingness to travel to outlying branch areas as business needs dictate.

Responsibilities

• Perform duties including card processing and account balancing for Client Services products.
• Perform bank research and problem solving.
• Review and monitor reports, customer transfers and transactions with quality assurance.
• Serve as a backup for other position(s) including mail clerk and performs other duties, as assigned.
• Maintains compliance with federal, state and local laws and regulations.
• Participates and responds to examinations, audits and third-party reviews.
• Complies with the Information Security Program and is accountable for maintaining a high level of risk and security awareness.
• Establishes a good image for the Bank by being active and visible in the community.
• Attends meetings as assigned.
• Develops a working knowledge of the Bank’s products and services through usage and webex attendance to provide quality customer service while building relationships and exceeding expectations.

Skills

Verbal communication

Written communication

Reading & analysis

Presentations

Education

High school diploma or GED

Job description

Northwest Financial Corp in Spencer, IA is seeking a detail-oriented Client Services Associate to perform card processing, account balancing, bank research, and QA monitoring for client transactions. You will also support other departments as needed while ensuring regulatory compliance and risk awareness.

The role emphasizes strong verbal and written communication, analytical reading, and the ability to present information to managers and customers. Travel to outlying branches may be required.