Financial Center Banker: Consultative Client Advisor

Northwest Bank; Warsaw (IN); On-site; USD 42,000 - 58,000; Full time

Job summary

Northwest Bank in Warsaw, Indiana seeks a Financial Center Banker to offer consultative financial options and expand banking relationships. You will gain in-depth knowledge of Northwest products and connect customers to the right experts, ensuring an exceptional experience.

Responsibilities include assessing needs, opening accounts, driving product sales, maintaining regulatory compliance, and delivering top-tier service. A high school diploma and banking/retail experience are preferred.

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.
• Ensure compliance with all banking regulations, policies, and procedures.
• Deliver exceptional customer service experiences and address customer concerns promptly.
• Build long-term relationships and proactively offer assistance and guidance.
• Navigate office software and department tools to maximize efficiency.
• Adhere to security, dual-control processes, and daily branch tasks.

Skills

Customer Service

Sales

Teamwork

Communication

Problem Solving

Education

High School Diploma or equivalent

Job description

Northwest Bank in Warsaw, Indiana seeks a Financial Center Banker to offer consultative financial options and expand banking relationships. You will gain in-depth knowledge of Northwest products and connect customers to the right experts, ensuring an exceptional experience.

Responsibilities include assessing needs, opening accounts, driving product sales, maintaining regulatory compliance, and delivering top-tier service. A high school diploma and banking/retail experience are preferred.