Relationship Banker

Northwest Bank

New Albany (IN)

On-site

USD 36,000 - 52,000

Full time

4 days ago
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Job summary

Northwest Bank is seeking a Relationship Banker to bring customer-focused banking to life in the Albany financial center. You will combine financial expertise with a people-first approach to create empowering experiences, making banking feel easy and personal for each client.

In this role you’ll build trust, guide customers through accounts, and collaborate with Mortgage, Business Banking, Wealth, and other partners. You’ll meet performance goals around customer experience and growth.

Qualifications

  • High School Diploma or equivalent required or preferred.
  • Customer service experience preferred.
  • Ability to build relationships and advise customers.

Responsibilities

  • Be a trusted point of connection in the financial center and create 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 and personalized service.

Skills

People-focused
Communication skills
Customer service
Sales mindset
Relationship building

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

IN0530 Albany

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.
Additional Essential Functions
  • 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
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 with 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.

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