Client Banking Advisor – Financial Center

Northwest; Columbia (PA); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Northwest Financial Center Banker in Columbia, PA, is seeking an individual to provide financial options to clients through a consultative approach and strengthen banking relationships. You will open accounts, assess customer needs, and connect clients with experts to deliver an exceptional experience.

The role emphasizes meeting performance targets, conducting financial assessments, maintaining regulatory compliance, and building long-term relationships with customers through proactive outreach

Qualifications

• High school diploma or equivalent preferred.
• 1 year banking and/or 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 areas for improvement and opportunities for growth.
• Ensure compliance with all banking regulations, policies, and procedures, and protect customer information.

Skills

Customer service

Sales experience

Communication skills

Active listening

Team collaboration

Education

High school diploma or equivalent preferred

1 year banking and/or retail experience preferred

Job description

Northwest Financial Center Banker in Columbia, PA, is seeking an individual to provide financial options to clients through a consultative approach and strengthen banking relationships. You will open accounts, assess customer needs, and connect clients with experts to deliver an exceptional experience.

The role emphasizes meeting performance targets, conducting financial assessments, maintaining regulatory compliance, and building long-term relationships with customers through proactive outreach