Licensed Relationship Manager in Development/Financial Center Banker

11 hours ago

Amherst, United States Northwest Bank Full time
Description

As part of the Branch Banking team, the Financial Center Banker/Licensed Relationship Manager in Development will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship.

The Financial Center Banker/LRM in Development connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs. In this role, the incumbent will work in collaboration with other specialists (Financial Advisors, Mortgage Bankers, and Small Business) to connect customers to experts who can help with their needs all while ensuring an exceptional customer experience.

ESSENTIAL FUNCTIONS:

  • Employees who are not fully licensed at the time of hire will participate in the Licensed Relationship Manager (LRM) Development program. During this time, the employee will temporarily act as a Financial Center Banker until successfully completing the program and passing all required licensing exams. The expectation of the Development program is completion with in one (1) year
  • Proactively acquire new clients, and deepen existing relationships, through outreach and preplanned appointments
  • Engages customers as they enter the branch by welcoming them, including lobby leadership, checking on clients in waiting que to resolve customer issues or concerns and understanding their financial wellness goals
  • Open new accounts and communicate with customers to recognize cross-selling opportunities and assist with mortgage, consumer loan, and credit card functions as needed while adhering to all bank policies and procedures
  • Deliver on our Northwest culture experience to champion our customer's financial wellness through delivery of exceptional customer experience - proactively and reactively, both in person, over the phone, and through email communications
  • Utilizing knowledge of Northwest technology, educates, and assists clients on the usage of self-service options such as leveraging the Northwest Mobile App, Northwest.com, and ATMs to complete their banking needs whenever, wherever, and however they want
  • Complete educational training as assigned and self-educate using bank designed programs and applications
  • Assist financial center management as needed with and completing Audit Certification requirements
  • Participate in and occasionally facilitate morning huddles and end of day debriefs
  • Complies with all Northwest policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Northwest's clients and the Bank
  • 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
  • Responsible for adherence to all security and dual control processes, daily Financial Center tasks, and Financial Center opening and closing tasks as needed
  • Complete other duties and special projects as requested by management

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 judgement in gray areas

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:

  • 1 year banking and/or retail experience preferred
  • Sales experience preferred
  • Customer Service experience 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)

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