Relationship Banker: Build Trust, Guide Goals, Grow Customers

Northwest Bank

Pennsylvania

On-site

USD 35,000 - 52,000

Full time

14 days+

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Job summary

Northwest Bank seeks a Relationship Banker to serve as the face of the bank, delivering memorable customer experiences and financial guidance. You will engage clients in-person, understand their goals, and connect them with banking solutions through proactive conversations across accounts, products, and services.

You'll collaborate with teammates to foster a welcoming environment and drive growth while adhering to policies and risk controls.

Qualifications

  • Customer service experience preferred.
  • High School Diploma or equivalent preferred.
  • Strong communication and relationship-building skills.
  • Detail-oriented with comfort using technology.

Responsibilities

  • 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.

Skills

Customer service
Communication
Team player
Detail-oriented
Curiosity

Education

High School Diploma or equivalent

Job description

Northwest Bank seeks a Relationship Banker to serve as the face of the bank, delivering memorable customer experiences and financial guidance. You will engage clients in-person, understand their goals, and connect them with banking solutions through proactive conversations across accounts, products, and services.

You'll collaborate with teammates to foster a welcoming environment and drive growth while adhering to policies and risk controls.

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