Financial Services Professional: Development and Relationship Growth
3 weeks ago
We are seeking a highly skilled Financial Services Professional to join our team at Northwest LLC. In this dynamic role, you will be responsible for developing and growing relationships with clients in a consultative approach.
The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.
Key Responsibilities:- Proactively acquire new clients and deepen existing relationships through outreach and pre-planned appointments
- Engage customers by welcoming them into the branch, resolving issues or concerns, and understanding their financial wellness goals
- Open new accounts and communicate with customers to recognize cross-selling opportunities and assist with mortgage, consumer loan, and credit card functions
- Deliver exceptional customer experience and champion financial wellness by utilizing Northwest technology and educational training
- Collaborate with other specialists to connect customers to experts who can help with their needs
- 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
- Ability to actively listen to what others are saying to achieve understanding and facilitate open exchange of ideas and information
- Ability to make right decisions based on perceptive and analytical processes
- Average salary range: $45,000 - $65,000 per year
- Ongoing education and training opportunities
- Opportunities for career advancement
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Financial Relationship Expert
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