Relationship Banker

Northwest Bank; Town of Webster (NY); On-site; USD 27,000 - 36,000; Full time

Benefits offered by this job

Bonus opportunities

Benefits

Job summary

Northwest Bank in Webster, NY is seeking a Relationship Banker who will personify our customer-first approach. You will welcome clients, understand their financial goals, and guide them through accounts with accuracy and care.

This role emphasizes building connections, cross-selling appropriate products, and collaborating with Mortgage, Business Banking, Wealth teams, while maintaining compliance and delivering reliable, friendly service.

Qualifications

• High School Diploma or equivalent preferred.
• Customer service, retail, or sales experience preferred.
• Strong communication and teamwork are essential.

Responsibilities

• Be a trusted point of connection in the financial center.
• Partner with teammates to maintain a welcoming environment.
• Ask purposeful questions and listen to uncover goals.
• Provide guidance for informed financial decisions.
• Guide customers through account selection and opening accurately.
• Recommend products and services to support customers' goals.
• Complete transactions with accuracy and efficiency.
• Build relationships through proactive outreach and follow-up.
• Meet performance goals related to customer experience and financial wellness.
• Follow policies and risk management practices.

Skills

Customer service

Sales experience

Communication skills

Teamwork

Education

High School Diploma

Tools

Microsoft Office

CRM software

Job description

NY0341 Webster

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.

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

The pay range for this position is generally $19.70 - $26.00 per hour. Actual pay is based on variousfactorsincluding but not limited to the successful candidate's experience, skills, and knowledge.Additional bonus earning opportunities and benefits are also available.

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