Financial Center Banker/Licensed Relationship Manager in Development

Northwest Bank • Lebanon, PA

96d

About The Position

As part of the Branch Banking team, Financial Center Banker 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 connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience.

Requirements

• High school diploma or equivalent preferred.
• 1 year banking and/or retail experience preferred.
• Sales experience preferred.
• Customer Service experience preferred.

Responsibilities

• Participate in the Licensed Relationship Manager (LRM) Development program if not fully licensed at the time of hire.
• Act as a Personal Banker until successfully completing the program and passing all required licensing exams.
• Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
• Conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth.
• Analyze customer accounts, transactions, and behaviors to offer personalized recommendations.
• Ensure compliance with all banking regulations, policies, and procedures.
• Provide leadership while ensuring efficiency and accuracy in all operational activities and financial center security.
• Deliver exceptional customer service experiences and address customer concerns and complaints promptly.
• Initiate proactive conversations with customers to build rapport and understand their financial objectives.
• Build long-term relationships with customers by providing ongoing support and follow-up.
• Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk.
• Navigate Microsoft Office Software and other specific software to maximize technology tools and gain efficiency.
• Work as part of a team and with on-site equipment.
• Complete other duties and special projects as requested by management.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED