Financial Wellness & Relationship Banker

Northwest Bank; New Albany (IN); On-site; USD 42,000 - 54,000; Full time

Job summary

Northwest Bank Albany location is seeking a Financial Center Banker to offer consultative financial options to clients. You will help customers open accounts, identify needs, and connect them with appropriate Northwest services while delivering an exceptional customer experience.

The role emphasizes achieving performance targets, adhering to regulations, and building lasting relationships with customers through proactive engagement and strong teamwork.

Qualifications

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

Responsibilities

• Provide financial options to clients through a consultative approach.
• Open accounts and connect customers with Northwest services.
• Meet or exceed performance targets for customer satisfaction and product sales.
• Ensure compliance with banking regulations and internal policies.
• Build long-term relationships and provide ongoing support.

Skills

Active listening

Communication skills

Decision making

Time management

Education

High school diploma or equivalent

Job description

Northwest Bank Albany location is seeking a Financial Center Banker to offer consultative financial options to clients. You will help customers open accounts, identify needs, and connect them with appropriate Northwest services while delivering an exceptional customer experience.

The role emphasizes achieving performance targets, adhering to regulations, and building lasting relationships with customers through proactive engagement and strong teamwork.