Financial Center Banker: Build Lasting Financial Partnerships

Northwest; Indiana; On-site; USD 42,000 - 54,000; Full time

Job summary

Northwest is seeking a Financial Center Banker in Albany, IN, to provide consultative financial options and expand banking relationships. Responsibilities include opening accounts, assessing customer needs, and connecting clients with Northwest experts to enhance financial well-being, while upholding regulatory compliance and security.

The role emphasizes customer engagement, relationship building, and achieving targets in satisfaction and product sales.

Qualifications

• High school diploma or equivalent preferred.
• 1 year banking and/or retail experience preferred.
• Sales experience preferred.
• Customer service experience preferred.

Responsibilities

• Conduct comprehensive financial assessments to identify opportunities for growth and offer personalized recommendations.
• Open accounts and connect customers with Northwest products and experts while ensuring a positive experience.
• Maintain compliance with banking regulations and internal policies, while ensuring operational accuracy and security.
• Proactively engage customers, build relationships, and follow up to support financial objectives.
• Strive to meet or exceed targets for customer satisfaction and product sales.

Skills

Customer Service

Sales Experience

Communication

Teamwork

Problem Solving

Education

High school diploma or equivalent

Job description

Northwest is seeking a Financial Center Banker in Albany, IN, to provide consultative financial options and expand banking relationships. Responsibilities include opening accounts, assessing customer needs, and connecting clients with Northwest experts to enhance financial well-being, while upholding regulatory compliance and security.

The role emphasizes customer engagement, relationship building, and achieving targets in satisfaction and product sales.