Licensed Relationship Manager in Development

Found in: Talent US C2 - 2 weeks ago

Bridgeville, United States Northwest Bank Full time

As part of the Branch Banking team, Personal Banker/ LRM 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 Personal 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 Personal Banker until successfully completing the program and passing all required licensing exams. The expectation of the Development program is completion of one 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 office 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 branch tasks, and branch 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 judgment 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

This is a continuous job posting. Applications received will be considered for any current and/or future Licensed Relationship Manager in Development vacancies. We will accept applications regardless of whether or not a current vacancy exists. By applying to this job posting, you will be considered for any Licensed Relationship Manager in Development vacancies

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