Licensed Relationship Manager

3 weeks ago

Buffalo, United States Northwest Bank Full time

Description

The Licensed Relationship Manager is expected to be a customer experience champion and trusted financial professional. This position is to be the primary "asset" gatherer, retail investment sales leader, and relationship builder while assisting with special projects and working as part of a team. This position is responsible for assisting the Manager in all phases of office operation including opening, processing and maintaining customer accounts, cross-selling of Northwest products and services, overseeing the teller area and activities as required.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

High School Diploma or Equivalent preferred

Work Experience:

2 - 6 years Customer Service Experience preferred

2 - 6 years Sales Experience with Investment and Insurance Products preferred

2 - 6 years Administrative/Supervisory Experience preferred

3 - 5 years Banking Experience with an Understanding of Consumer Lending preferred

Licenses and Certifications:

FINRA SIE: Series 6 and 63 in good standing upon hire required (or pursued upon hire)

Current applicable State Life and Health Insurance License upon hire required (or pursued upon hire)

ESSENTIAL FUNCTIONS:

Complete BAI and other required coursework

Demonstrate basic knowledge of products and services

Identify every client to manager, retain, and grow a portfolio of high retail clients to reach both retail branch and investment goals

Ensure compliance with Northwest Investment Services and broker/dealer policies and procedures

Identify and convert service to sales opportunities

Engage in relationship building discussion to uncover and anticipate clients' needs over the phone and in person to drive deposit growth and investment sales

Ask existing clients and business partners for prospect referrals and developing COIs

Actively seek opportunities to provide outstanding client experience to every client

Promote referrals to the most appropriate branch team members and cross-functional business partners as appropriate

Get to know clients, help them work toward their financial goals, and anticipate their financial needs

Own clients' service issues until they are resolved to the clients' satisfaction

Transact client business accurately, timely, and with operational proficiency

Responsible for ensure that they are consistently provide the best customer experience possible

Assist Office Manager to ensure the customer experience within the office is consistently at a high level

Provide support to staff in meet customer expectations

Provide back up for the teller function

Open new accounts and services

Identify and resolve customer issues

Assist with implement strategic business plan

Conduct direct business calls/referrals on a regular basis

Maintain community presence and involvement

Assist with implementation of CRM initiatives

Cross-sell Northwest products and services

Assist with the office workload and workflow

Assist with the implementation of changes, improvements and new procedures

Review/monitor daily statistical reports

Proactively seek coach to develop sales and service skills

Manage teller workload/workflow

Supervise vault operations and procedures

Attend educational/train seminars as needed

Assist with recovery activity

Maximize office security

Cultivate relationships with corporate staff in Warren

Review/Monitor management reports

Understand all technologies including Teller, Platform, and Lend Systems

Attend/co-plan regular office meets

Oversee and monitor cross-training of new and existing employees

Assist with completion of Audit Certification

Assist with scheduling of staff

Provide assistance to the Retail Lend Collections Department of Region Management for mortgage collection and REO's as needed

Support corporate consumer collections efforts as required

Quote loan/savings rates and terms

Maintain security and compliance within the office

Originate and process consumer loan requests

Assist in the mortgage loan process as required

Ensure that they and the office staff are consistently providing the best customer experience possible

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

KNOWLEDGE, SKILLS, AND ABILITIES:

Ability to establish effective working relationships among team members and participate in solving problems and making decisions

Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written

Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information

Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information

Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Ability to analyze financial and client data

Ability to interact positively with clients

Knowledge of Northwest products and services preferred

The pay range for this position is generally $16.00 - $22.00 per hour.

Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge.

Additional bonus earning opportunities and benefits are also available.

#LI-EB1 Qualifications Licenses & Certifications

FINRA SIE (required) LIFE/HEALTH PRODUCER (required) NYS LIFE (preferred) SERIES 6 (required) SERIES 63 (required) SERIES 66 (preferred)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) #J-18808-Ljbffr

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