Financial Wellness Advisor & Accounts Specialist

Northwest Bank; Warsaw (IN); On-site; USD 40,000 - 52,000; Full time

Job summary

Northwest Bank is seeking a Financial Center Banker to advise clients on financial solutions and build lasting relationships. You will open accounts and connect customers with Northwest products and experts, driving satisfaction and growth through proactive engagement.

The role emphasizes consultative selling, strong customer service, and adherence to banking regulations while collaborating with team members to deliver an exceptional customer experience.

Qualifications

• Demonstrates strong customer service and sales skills.
• Able to build rapport and uncover customer needs.
• Effective communication, both oral and written.

Responsibilities

• Provide financial options to clients through consultative selling.
• Open accounts and connect clients to Northwest products and experts.
• Meet/exceed targets for customer satisfaction and product sales.
• Ensure compliance with bank policies and regulatory requirements.

Skills

Customer service

Sales experience

Communication

Active listening

Relationship building

Education

High school diploma or equivalent

Job description

Northwest Bank is seeking a Financial Center Banker to advise clients on financial solutions and build lasting relationships. You will open accounts and connect customers with Northwest products and experts, driving satisfaction and growth through proactive engagement.

The role emphasizes consultative selling, strong customer service, and adherence to banking regulations while collaborating with team members to deliver an exceptional customer experience.