Consultative Financial Center Banker

LE001 Northwest Bank; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Northwest Bank is seeking a proactive Financial Center Banker to join our Branch Banking team in New York. You will help clients by offering tailored financial options, opening accounts, and connecting customers with specialists to grow their banking relationships while delivering an exceptional experience.

You’ll conduct financial assessments, identify needs, and partner with team members to provide accurate advice, ensuring compliance and smooth daily operations in a fast-paced retail

Qualifications

• Education: High school diploma or equivalent preferred.
• Work Experience: 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 to identify opportunities for growth.
• Analyze customer accounts and behavior to offer personalized recommendations.
• Ensure compliance with banking regulations, policies, and procedures.
• Provide leadership and ensure accuracy in daily branch tasks and security.

Skills

Customer service

Sales experience

Banking knowledge

Teamwork

Education

High school diploma or equivalent

Job description

Northwest Bank is seeking a proactive Financial Center Banker to join our Branch Banking team in New York. You will help clients by offering tailored financial options, opening accounts, and connecting customers with specialists to grow their banking relationships while delivering an exceptional experience.

You’ll conduct financial assessments, identify needs, and partner with team members to provide accurate advice, ensuring compliance and smooth daily operations in a fast-paced retail