Personal Banking Advisor — Build Wealth & Relationships

Northwest Bank; Indiana; On-site; USD 40,000 - 56,000; Full time

Job summary

Northwest Bank in Elkhart, IN, is seeking a Financial Center Banker to provide consultative financial options and expand banking relationships. You will open accounts, assess customer needs, and connect clients to Northwest experts to enhance their financial well-being.

Responsibilities include meeting targets, conducting needs assessments, ensuring regulatory compliance, delivering exceptional service, and building lasting relationships with customers while working with a collaborative team and

Qualifications

• Ability to establish effective working relationships among team members and participate in solving problems and making decisions.
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written.
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information.
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information.
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas.

Responsibilities

• Performance Metrics: Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
• Financial Needs Assessment: Conduct comprehensive financial assessments for customers to identify opportunities for growth.
• Operational Soundness: Ensure compliance with banking regulations, policies, and procedures and maintain branch security.
• Leadership Portraying the Northwest Bank Culture: Deliver exceptional customer service experiences and address concerns promptly.
• Customer Engagement: Initiate proactive conversations to understand customers' financial objectives and needs.
• Relationship Building: Build long-term relationships with customers through ongoing support and follow-up.
• Compliance and Regulations: Adhere to policies and regulatory requirements and protect customer information.
• Navigate Microsoft Office Software and department-specific tools to maximize efficiency and performance.
• Work as part of a team and handle on-site tasks; participate in opening/closing duties and special projects.

Skills

Teamwork

Communication

Active listening

Planning & organizing

Decision making

Education

High school diploma

Tools

Microsoft Office

Job description

Northwest Bank in Elkhart, IN, is seeking a Financial Center Banker to provide consultative financial options and expand banking relationships. You will open accounts, assess customer needs, and connect clients to Northwest experts to enhance their financial well-being.

Responsibilities include meeting targets, conducting needs assessments, ensuring regulatory compliance, delivering exceptional service, and building lasting relationships with customers while working with a collaborative team and