Licensed Relationship Manager in Development

3 days ago


Pittsburgh, Pennsylvania, United States Northwest Bank Full time
About the Role

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

Key Responsibilities
  • Client Acquisition and Relationship Building: Proactively acquire new clients and deepen existing relationships through outreach and pre-planned appointments.
  • Financial Solutions: Open new accounts, communicate with customers to recognize cross-selling opportunities, and assist with mortgage, consumer loan, and credit card functions as needed.
  • Customer Experience: Deliver exceptional customer service, proactively and reactively, in person, over the phone, and through email communications.
  • Technology Education: Utilize knowledge of Northwest Bank's technology to educate and assist clients on the usage of self-service options.
  • Training and Development: Complete educational training as assigned and self-educate using bank-designed programs and applications.
  • Team Collaboration: Participate in and occasionally facilitate morning huddles and end-of-day debriefs.
  • Compliance: Comply with all Northwest Bank policies and procedures, including Federal/State regulations.
  • Technology Proficiency: Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency.
Requirements
  • Education: High school diploma or equivalent preferred.
  • Work Experience: 1 year banking and/or retail experience preferred, sales experience preferred, customer service experience preferred.


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