Relationship Banker: Grow Client Relationships & Finances

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

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.