Financial Center Banker: Grow Relationships & Wealth

Northwest; Warren (Warren County); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Northwest is seeking a Financial Center Banker in Warren, PA to provide financial options through a consultative approach, open accounts, and expand banking relationships. You will identify customer financial needs and connect them with Northwest specialists to enhance their financial wellbeing.

You will conduct comprehensive financial assessments, ensure regulatory compliance, and promote product sales while delivering exceptional customer service and building lasting client relationships.

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 areas for improvement and opportunities for growth.
• Ensure compliance with banking regulations, policies, and procedures, and protect customer information.
• Deliver exceptional customer service experiences and address customer concerns promptly.
• Build long-term relationships with customers through ongoing support and proactive outreach.

Skills

Customer service

Sales experience

Communication

Active listening

Education

High school diploma or equivalent

Job description

Northwest is seeking a Financial Center Banker in Warren, PA to provide financial options through a consultative approach, open accounts, and expand banking relationships. You will identify customer financial needs and connect them with Northwest specialists to enhance their financial wellbeing.

You will conduct comprehensive financial assessments, ensure regulatory compliance, and promote product sales while delivering exceptional customer service and building lasting client relationships.