Consultative Financial Center Banker

LE001 Northwest Bank; Elkhart (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Northwest Bank in Indiana seeks a Financial Center Banker to advise clients using Northwest products and services, open accounts, and expand banking relationships. You will connect customers with experts to meet financial needs while ensuring an exceptional experience.

Responsibilities include conducting financial assessments, maintaining regulatory compliance, and driving customer satisfaction through proactive engagement and accurate operations. Join a team dedicated to trust and growth.

Qualifications

• Ability to establish effective working relationships and participate in problem solving.
• Ability to present and express ideas clearly to diverse audiences.
• Ability to actively listen to understand and share information.
• Ability to plan actions, track progress, and use resources efficiently.
• Ability to make sound decisions using analytical thinking.

Responsibilities

• Meet or exceed performance targets for customer satisfaction, product sales, and wellness conversations.
• Conduct financial needs assessments to identify opportunities for growth and personalized recommendations.
• Ensure compliance with banking regulations, policies, and procedures; safeguard customer information.
• Deliver exceptional customer service and address concerns promptly to foster positive experiences.
• Engage customers to understand financial objectives and build long-term relationships.

Skills

Team collaboration

Clear communication

Active listening

Strategic planning

Decision making

Education

High school diploma or equivalent

Job description

Northwest Bank in Indiana seeks a Financial Center Banker to advise clients using Northwest products and services, open accounts, and expand banking relationships. You will connect customers with experts to meet financial needs while ensuring an exceptional experience.

Responsibilities include conducting financial assessments, maintaining regulatory compliance, and driving customer satisfaction through proactive engagement and accurate operations. Join a team dedicated to trust and growth.