Financial Wellness Advisor – Personal Banking

Northwest Bank; Elyria (OH); Presencial; USD 38 000 - 56 000; Tempo integral

Resumo da oferta

Northwest Bank in Elyria, OH is seeking a knowledgeable Financial Center Banker to advise customers on Northwest products, open accounts, and grow banking relationships. You will assess customer financial needs and connect clients with specialists for tailored solutions while delivering an exceptional service experience.

The role emphasizes compliance, accuracy in operations, and proactive customer engagement to meet sales and satisfaction targets.

Qualificações

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

Responsabilidades

• Provide financial options through consultative approach and open accounts.
• Conduct financial needs assessments and offer personalized recommendations.
• Ensure compliance with bank regulations and protect customer information.
• Deliver exceptional customer service and build lasting relationships.

Conhecimentos

Teamwork

Communication

Active listening

Decision making

Time management

Formação académica

High school diploma or equivalent

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Northwest Bank in Elyria, OH is seeking a knowledgeable Financial Center Banker to advise customers on Northwest products, open accounts, and grow banking relationships. You will assess customer financial needs and connect clients with specialists for tailored solutions while delivering an exceptional service experience.

The role emphasizes compliance, accuracy in operations, and proactive customer engagement to meet sales and satisfaction targets.