Relationship Banker

Northwest; Clearfield (Clearfield County); On-site; USD 42,000 - 62,000; Full time

Job summary

Northwest Bank is seeking a Relationship Banker to bring the customer experience to life, building meaningful connections in every interaction and financial conversation. You’ll combine financial expertise with a people-first approach, making banking feel easy, personal, and worth returning to.

You will help customers with account selection, opening, and tailored financial solutions while partnering with team members and specialists to meet community needs.

Qualifications

• Natural, clear communication and customer service mindset.
• Motivation to learn and grow in financial conversations.
• Comfort discussing financial needs and solutions with customers.
• Attention to detail and comfort with technology.

Responsibilities

• Be the trusted point of connection in the financial center and create seamless customer experiences.
• Partner with teammates to maintain a welcoming environment.
• Ask purposeful questions to uncover financial goals and guide decisions.
• Assist with account selection, opening, and accuracy in processing.
• Recommend products and services to support customers' goals.
• Complete transactions with accuracy and efficiency.
• Follow up to deepen relationships and provide personalized service.
• Connect customers with Mortgage, Business Banking, Wealth, and partners.
• Meet performance goals related to customer experience and growth.
• Follow policies, procedures, and risk management practices.

Skills

People-focused

Clear communication

Curiosity

Learning mindset

Tech-savvy

Team player

Education

High School Diploma or equivalent

Job description

PA0155 Clearfield Job Description At Northwest Bank, we invest in people who want to grow fast, learn continuously, and make a real impact. Whether you're early in your career or ready for a new challenge, this role is a powerful next step into banking, finance, and customer experience. You're the face of Northwest. As a Relationship Banker, you bring the customer experience to life, creating meaningful connections in every interaction and financial conversation. You'll combine financial expertise with a people-first approach to create empowering experiences, making banking feel easy, personal, and worth coming back to.

Essential Functions

• Be a trusted point of connection in the financial center, creating seamless customer experiences.


• Partner with teammates to maintain a welcoming, customer-ready environment.


• Ask purposeful questions and listen deeply to uncover meaningful financial goals.


• Provide guidance that helps customers make informed financial decisions.


• Guide customers through account selection and opening with accuracy and efficiency.


• Recommend products and services that support customers' financial goals.


• Complete transactions with accuracy, efficiency, and attention to detail.


• Deepen relationships through proactive follow-up, reliability, and personalized service.


• Build new relationships through community involvement, referrals, and networking opportunities.


• Manage and grow customer relationships through proactive outreach and ongoing financial conversations.


• Connect customers with Mortgage, Business Banking, Wealth, and other specialized partners.


• Meet performance goals related to customer experience, growth, and financial wellness.


• Maintain operational soundness by following policies, procedures, and risk management practices.


• Perform other duties as assigned to support financial center operations.


• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations.


• Navigates 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.

What You Bring to the Team

• Naturally people-focused with strong, clear communication skills and curiosity.


• Motivated to learn and grow.


• Comfortable leading deeper financial conversations that align needs to meaningful lead to solutions.


• Detail-oriented and confident with technology.


• Team player with a positive, professional presence.

Qualifications

• Education: High School Diploma or equivalent preferred.


• Work Experience: Customer service, retail, or sales experience preferred.

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. At Northwest, we’re here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.