Financial Center Banker: Your Trusted Financial Advisor

LE001 Northwest Bank; New Albany (IN); On-site; USD 36,000 - 54,000; Full time

Job summary

Northwest Bank in New Albany, Indiana, is seeking a Financial Center Banker to provide consultative financial options, open accounts, and expand banking relationships while delivering exceptional customer experiences.

The role emphasizes building long-term client relationships, identifying customer needs, and connecting clients to Northwest experts for comprehensive financial solutions.

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; maintain confidentiality and protect customer information.
• Provide leadership while ensuring efficiency and accuracy in daily branch tasks and security.
• Proactively engage customers to understand financial objectives and connect them to Northwest products and services.
• Open accounts and refer customers to Northwest financial experts as needed.

Job description

Northwest Bank in New Albany, Indiana, is seeking a Financial Center Banker to provide consultative financial options, open accounts, and expand banking relationships while delivering exceptional customer experiences.

The role emphasizes building long-term client relationships, identifying customer needs, and connecting clients to Northwest experts for comprehensive financial solutions.