Licensed Relationship Manager in Development

3 weeks ago


Bradford, 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 in-depth knowledge of Northwest Bank's products and services to provide financial options to clients through a consultative approach.
  • Connect customers with Northwest Bank's products and services, including opening accounts and identifying customer financial needs.
  • Work collaboratively with other specialists to connect customers to experts who can help with their needs, ensuring an exceptional customer experience.
  • Proactively acquire new clients and deepen existing relationships through outreach and preplanned appointments.
  • Engage customers as they enter the branch, welcoming them and addressing any issues or concerns.
  • Open new accounts and communicate with customers to recognize cross-selling opportunities and assist with mortgage, consumer loan, and credit card functions as needed.
  • Deliver exceptional customer service, championing customers' financial wellness through delivery of exceptional customer experience.
  • Utilize knowledge of Northwest Bank's technology to educate and assist clients on the usage of self-service options.
  • 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).
Equal Opportunity Employer

Northwest Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. We are committed to providing a work environment that is free from discrimination and harassment. We are an affirmative action employer and provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other protected characteristic.



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