Licensed Relationship Manager in Development - Continuous Opening

Northwest Bank; Bellevue (Allegheny County); On-site; USD 40,000 - 55,000; Full time

Job summary

Northwest Bank is looking for a Financial Center Banker in the Pittsburgh market to provide exceptional customer service and financial advice. This role involves connecting clients with banking products and building strong relationships, while ensuring compliance with regulations.

The ideal candidate has strong communication and analytical skills, will have experience in banking or retail, and a commitment to excellent customer experiences. Join Northwest Bank's inclusive workplace, committed to diversity and professional development.

Qualifications

• 1 year banking and/or retail experience preferred.
• Customer Service experience preferred.

Responsibilities

• Conduct comprehensive financial assessments for customers.
• Ensure compliance with banking regulations and policies.
• Build long-term relationships with customers.

Skills

Customer Service Skills

Analytical Skills

Communication Skills

Leadership Skills

Education

High school diploma or equivalent

Tools

Microsoft Office Software

Job description

Job Description

Location: Pittsburgh market.

Description

As part of the Branch Banking team, the Financial Center Banker will develop 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 and identifying customer financial needs while connecting them to other Northwest financial experts to meet their needs, ensuring an exceptional customer experience.

Essential Functions

• Employees who are not fully licensed at hire will participate in the Licensed Relationship Manager (LRM) Development program. During this time, the employee will temporarily act as a Personal Banker until completing the program and passing all required licensing exams. Expected completion in one year.
• Performance Metrics: Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously improve skills through training and professional development opportunities.
• Financial Needs Assessment: Conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth, analyzing 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 protect customer information.
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations.
• Navigate Microsoft Office Software and other department-specific software to maximize technology tools and gain efficiency.
• Work as part of a team and 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

• Establish effective working relationships among team members and participate in solving problems and making decisions.
• Present and express ideas and information clearly and concisely, both orally and in writing, appropriate to the audience.
• Actively listen to others to achieve understanding and facilitate the open exchange of ideas and information.
• Establish courses of action to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information.
• 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. 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

Customer Service experience preferred.

Equal Opportunity Statement

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