Top 87 Of finance Jobs in Richmond In

Financial Center Banker
Northwest Bank —Winchester, IN
- Full-time
- Mid-level
- Office
- High school diploma or GED
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Premium Auditor
Davies Risk Services —Richmond, IN
- Choose your own hours
- Hybrid work
- Microsoft Outlook
- No experience needed
- Analysis skills
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UNIVERSAL BANKER - Full Time
Wayne Bank & Trust Co —Richmond, IN
- Full-time
- High school diploma or GED
- Math
- Organizational skills
Quick Apply
8d
Financial Center Manager
First Bank Richmond —Richmond, IN
- Office
- Business development
- Senior level
Quick Apply
13d
PATIENT FINANCIAL ADVOCATE- HYBRID
Miami Valley Hospital —Greenville, OH
- Full-time
- Mid-level
- Windows
- 3 years
Eligibility/Referral Supervisor 2 – Financial & Medical
Darke County Job and Family Services —Greenville, OH
- From $26.83 an hour
- Full-time
- Mid-level
- Office
- Trade school
- Paid holidays
- Disability insurance
Quick Apply
5d
Relationship Banker - Greenville North Office
Park National Bank —Greenville, OH
- Full-time
- Computer literacy
- Mid-level
- Office
1d
Universal Banker
First Bank Richmond —Cambridge City, IN
- Office
- Entry level
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2d
Personal Banker
PNC Financial Services Group —Oxford, OH
- $41,250 - $68,750 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Fiscal Officer
Village of West Alexandria —West Alexandria, OH
- $45,312 - $57,999 a year
- Full-time
- Background check
- CPA
- Office
- Disability insurance
- Health insurance
Quick Apply
Registered Representative - State Farm Agent Team Member
Allen Comer - State Farm Agent —Brookville, OH
- $35,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid time off
- 401(k) matching
Quick Apply
Insurance and Financial Services Position - State Farm Agent Team Member
Allen Comer - State Farm Agent —Brookville, OH
- Part-time
- Organizational skills
- Communication skills
- Marketing
- Opportunities for advancement
- Flexible schedule
Quick Apply
Insurance and Financial Services Position - State Farm Agent Team Member
Jason Stewart - State Farm Agent —Centerville, IN
- $30,000 - $50,000 a year
- Full-time
- Entry level
- Paid time off
- Opportunities for advancement
Quick Apply
Insurance and Financial Services Position - State Farm Team Member
Allen Comer - State Farm Agent —Brookville, OH
- $30,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid time off
- 401(k) matching
Quick Apply
FBI Special Agent: CPA/Accounting/Finance Expertise
Federal Bureau of Investigation —United States
- $103,263 - $133,200 a year
- Full-time
- Doctoral degree
- CPA
- Master's degree
9d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Special Agent: Accounting/Finance Background
Federal Bureau of Investigation —United States
- $103,236 - $133,200 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
9d
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
9d
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays

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Financial Center Banker

Northwest Bank -
Winchester, IN

Quick Apply

Job Details

Full-time

Qualifications

Customer follow-ups
Opening bank accounts
Customer communication
Financial sales
Financial services customer support
Confidential information handling
Customer relationship building
Store closing procedures
Sales needs analysis
Regulatory compliance
Store opening procedures
Promoting bank products
Mid-level
Post-sales issue resolution
Compliance with security regulations
High school diploma or GED
Managing clients in a finance role
Decision making
Customer engagement
Financial product expertise
Desktop applications
Data interpretation
Financial goal setting advisory services
Financial needs assessment
Meeting or exceeding sales goals
Operational excellence initiatives
Productivity software
Process improvement planning
Guest rapport building
Customer interaction during outreach

Full Job Description

IN0563 Winchester

Job Description

Job Description

DESCRIPTION

As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship.

The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience.

ESSENTIAL FUNCTIONS:

Performance Metrics: Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously strive to improve skills and knowledge through training and professional development opportunities
Financial Needs Assessment: Conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth. Analyze customer accounts, transactions, and behaviors to offer personalized recommendations
Operational Soundness: Ensure compliance with all banking regulations, policies, and procedures. Provide leadership while ensuring efficiency and accuracy in all operational activities and financial center security. Proactively identify areas for improvement and implement strategies to enhance operational effectiveness
Leadership Portraying the Northwest Bank Culture: Deliver exceptional customer service experiences. Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones
Customer Engagement: Initiate proactive conversations with customers to build rapport and understand their financial objectives. Utilize active listening skills to uncover opportunities to enhance their financial well-being
Relationship Building: Build long-term relationships with customers by providing ongoing support and follow-up. Anticipate customer needs and proactively reach out to offer assistance and guidance
Compliance and Regulations: Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and always protect customer information
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Responsible for adherence to all security and dual control processes, daily branch tasks, and branch opening and closing tasks as needed
Complete other duties and special projects as requested by management

KNOWLEDGE, SKILLS, AND ABILITIES:

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

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

High school diploma or equivalent preferred

Work Experience:

1 year banking and/or retail experience preferred
Sales experience preferred
Customer Service experience preferred

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Quick Apply

Refine Your Search

of finance jobs in richmond in

Financial Center Banker

Premium Auditor

UNIVERSAL BANKER - Full Time

Financial Center Manager

PATIENT FINANCIAL ADVOCATE- HYBRID

Eligibility/Referral Supervisor 2 – Financial & Medical

Relationship Banker - Greenville North Office

Universal Banker

Personal Banker

Fiscal Officer

Registered Representative - State Farm Agent Team Member

Insurance and Financial Services Position - State Farm Agent Team Member

Insurance and Financial Services Position - State Farm Agent Team Member

Insurance and Financial Services Position - State Farm Team Member

FBI Special Agent: CPA/Accounting/Finance Expertise

Relationship Manager – Private Wealth & Tax Solutions

Special Agent: Accounting/Finance Background

Wealth Solutions Advisor

Retirement Planner

Wealth Solutions Investment Advisor

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