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Licensed Relationship Manager in Development

2 months ago


Lebanon, Pennsylvania, United States Northwest Bank Full time
Job Summary

We are seeking a highly motivated and customer-focused Licensed Relationship Manager in Development to join our Branch Banking team at Northwest Bank. As a key member of our team, you will play a critical role in providing exceptional customer service and financial solutions to our clients.

Key Responsibilities
  • Develop and maintain relationships with existing and new clients to identify and meet their financial needs.
  • Provide in-depth knowledge of Northwest Bank's products and services to clients, ensuring they receive the best possible financial solutions.
  • Work collaboratively with other specialists to connect clients with experts who can help with their financial needs.
  • Proactively acquire new clients and deepen existing relationships through outreach and pre-planned appointments.
  • Engage with clients as they enter the branch, welcoming them and addressing any concerns or issues they may have.
  • Open new accounts and communicate with clients to recognize cross-selling opportunities and assist with mortgage, consumer loan, and credit card functions as needed.
  • Deliver exceptional customer service, ensuring clients feel valued and supported throughout their banking experience.
  • Utilize knowledge of Northwest Bank's technology to educate and assist clients on the usage of self-service options, such as the Northwest Mobile App and ATMs.
  • Complete educational training as assigned and self-educate using bank-designed programs and applications.
  • Assist office management as needed with audit certification requirements and participate in morning huddles and end-of-day debriefs.
  • Comply with all Northwest Bank policies and procedures, including acting professionally, conducting business ethically, and avoiding conflicts of interest.
Requirements
  • High school diploma or equivalent preferred.
  • 1 year banking and/or retail experience preferred.
  • Sales experience preferred.
  • Customer Service experience preferred.
Qualifications
  • FINRA SIE (required).
  • LIFE/HEALTH PRODUCER (required).
  • NYS LIFE (preferred).
  • SERIES 6 (required).
  • SERIES 63 (required).
  • SERIES 66 (preferred).