Customer Service Representative
Northwest Financial Corp.Iowa, United States
Posted December 24, 2025
Full Time
About the Company
Northwest Financial Corp. is a leading financial services firm headquartered in the Pacific Northwest, offering comprehensive wealth management, investment advisory, and corporate finance solutions. The company specializes in personalized portfolio management, risk mitigation, and sustainable investing strategies tailored to high-net‑worth individuals and institutional clients. With a strong commitment to local community development and technological innovation, Northwest Financial Corp. differentiates itself through deep regional expertise, a client‑centric approach, and the integration of advanced data analytics to deliver superior investment outcomes.
Job Description
Customer Service Representative responsible for processing customer transactions, developing customer relationships, and maintaining compliance with federal, state, and local laws and regulations.
Requirements
- Responsible for processing customer transactions in an accurate and professional manner
- Develops customer relationships and provides product knowledge and services
- Exhibits proficiency in completing customer banking transactions
- Maintains compliance with federal, state, and local laws and regulations
- Participates and responds to examinations, audits, and third-party reviews
- Complies with the Information Security Program and maintains a high level of risk and security awareness
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off