Consultative Banking Advisor

Northwest Bank; Elkhart (IN); On-site; USD 35,000 - 52,000; Full time

Job summary

Northwest Bank in Elkhart, IN, is seeking a Financial Center Banker to provide consultative financial options, open accounts, and expand banking relationships. You will identify customer needs, connect them with Northwest products, and ensure an exceptional customer experience.

The role emphasizes sales, service, and regulatory compliance. Ideal candidates have a high school diploma (or equivalent) and some banking/retail or sales experience, with strong customer service skills and teamwork.

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 opportunities for growth and offer personalized recommendations.
• Ensure compliance with banking regulations, policies, and procedures while maintaining security and accuracy in operations.
• Deliver exceptional customer service experiences and build long-term relationships with customers.

Job description

Northwest Bank in Elkhart, IN, is seeking a Financial Center Banker to provide consultative financial options, open accounts, and expand banking relationships. You will identify customer needs, connect them with Northwest products, and ensure an exceptional customer experience.

The role emphasizes sales, service, and regulatory compliance. Ideal candidates have a high school diploma (or equivalent) and some banking/retail or sales experience, with strong customer service skills and teamwork.