Financial Wellness Banking Advisor

Northwest Bank; South Bend (IN); On-site; USD 36,000 - 56,000; Full time

Job summary

Northwest Bank is seeking a Financial Center Banker in South Bend, IN to provide consultative financial options and guidance. You will connect customers with Northwest products, assist with account openings, and identify needs to grow banking relationships.

Responsibilities include meeting targets for customer satisfaction and product sales while ensuring regulatory compliance and security. Strong communication and teamwork are essential to deliver an exceptional customer experience.

Qualifications

• Knowledge of bank products and services to advise customers.
• Ability to assess customer needs and offer appropriate financial options.
• Strong communication and interpersonal skills.

Responsibilities

• Meet performance targets for customer satisfaction and product sales.
• Conduct financial needs assessments and offer personalized recommendations.
• Ensure compliance with banking regulations and policies; protect customer information.
• Build relationships with customers and provide ongoing support.

Skills

Customer service

Sales

Banking knowledge

Regulatory compliance

Teamwork

Education

High school diploma

Tools

Microsoft Office

Job description

Northwest Bank is seeking a Financial Center Banker in South Bend, IN to provide consultative financial options and guidance. You will connect customers with Northwest products, assist with account openings, and identify needs to grow banking relationships.

Responsibilities include meeting targets for customer satisfaction and product sales while ensuring regulatory compliance and security. Strong communication and teamwork are essential to deliver an exceptional customer experience.