Client Banking & Financial Wellness Advisor

Northwest Bank; Saint Marys (Elk County); On-site; USD 42,000 - 68,000; Full time

Job summary

Northwest Bank’s Saint Marys-based Financial Center Banker role requires providing consultative financial options, opening accounts, and expanding customer relationships. You will assess client needs, recommend solutions, and coordinate with specialists to deliver exceptional service.

The position emphasizes customer engagement, regulatory compliance, and teamwork within the Branch Banking team, with opportunities for professional growth and training.

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.
• Analyze customer accounts, transactions, and behaviors to offer personalized recommendations.
• Ensure compliance with all banking regulations, policies, and procedures.
• Provide leadership while ensuring efficiency and accuracy in all operational activities and branch security.
• Proactively identify areas for improvement and implement strategies to enhance operational effectiveness.
• Deliver exceptional customer service experiences.
• Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones.
• Initiate proactive conversations with customers to build rapport and understand their financial objectives.
• Utilize active listening skills to uncover opportunities to enhance their financial well-being.
• Build long-term relationships with customers by providing ongoing support and follow-up.
• Navigate MS Office and department software to maximize technology tools.
• Work as part of a team.
• Responsible for adherence to all security and dual control processes, daily branch tasks, and branch opening and closing tasks as needed.

Skills

Active listening

Communication

Teamwork

Decision making

Customer service

Time management

Problem solving

Education

High school diploma

Tools

MS Office

Banking software

Job description

Northwest Bank’s Saint Marys-based Financial Center Banker role requires providing consultative financial options, opening accounts, and expanding customer relationships. You will assess client needs, recommend solutions, and coordinate with specialists to deliver exceptional service.

The position emphasizes customer engagement, regulatory compliance, and teamwork within the Branch Banking team, with opportunities for professional growth and training.