Client Service Spec

Northwest Financial Corp.•Ankeny, IA

About The Position

The Client Service Spec prepares for client meetings, performs administrative duties, and delivers an exceptional client experience through verbal and written communication. The role develops working knowledge of the Bank’s products and services through usage and Webex attendance to provide quality customer service, build relationships, and exceed expectations. The position also supports compliance, information security, examinations and audits, and the Bank’s community presence. This job has no supervisory responsibilities. The final work location will be determined upon hire based on the selected candidate’s location and business needs.

Requirements

High school diploma or GED required.
One to three years of previous experience required, or an equivalent combination of education and experience.
Above-average verbal and written communication skills, including the ability to read and interpret business, professional, technical, and governmental materials; write reports, business correspondence, and procedure manuals; and present information and respond to questions.
Ability to calculate common figures and amounts and apply basic algebra and geometry.
Ability to define problems, collect data, establish facts, draw valid conclusions, interpret varied instructions, and handle abstract and concrete variables.
Valid driver’s license and willingness to travel to outlying branch areas as business needs dictate.
Ability to perform the described physical demands, with reasonable accommodations where applicable.

Responsibilities

Prepare for client meetings.
Perform administrative duties.
Deliver an exceptional client experience through verbal and written communication.
Serve as a backup for other positions and perform other assigned duties.
Enhance career through work experience and continuing education.
Maintain compliance with federal, state, and local laws and regulations.
Participate in and respond to examinations, audits, and third-party reviews.
Comply with the Information Security Program and maintain a high level of risk and security awareness.
Establish a good image for the Bank by being active and visible in the community.
Attend meetings as assigned.
Develop working knowledge of the Bank’s products and services through usage and Webex attendance to provide quality customer service, build relationships, and exceed expectations.