Relationship Banker

Northwest Bank•Columbus, OH

1d•Onsite

About The Position

At Northwest Bank, the Relationship Banker is the face of the bank and helps bring the customer experience to life. The role combines financial expertise with a people-first approach to create personal, empowering customer experiences and support customers' financial goals. The banker serves as a trusted point of connection in the financial center, builds and manages customer relationships, and supports financial center operations while following bank policies, procedures, and applicable regulations.

Requirements

High school diploma or equivalent preferred.
Customer service, retail, or sales experience preferred.
Customer experience and relationship-building skills, with a people-first focus on customer needs.
Consultative selling skills to uncover customer needs and connect customers with appropriate solutions.
Financial acumen to understand customer needs and align solutions with financial goals.
Communication and active-listening skills to build trust through clear, meaningful conversations.
Relationship-management skills, including proactive engagement and follow-up.
Business-development and networking skills, including referrals, community involvement, and outreach.
Ownership and initiative to take action and follow through in support of the customer experience.
Attention to detail to ensure accuracy, compliance, and operational excellence.
Problem-solving skills to resolve customer needs with confidence, ownership, and care.
Confidence navigating banking systems and tools.
Collaboration skills to partner with teammates and specialists.

Responsibilities

Create seamless customer experiences as a trusted point of connection in the financial center.
Partner with teammates to maintain a welcoming, customer-ready environment.
Ask purposeful questions and listen to understand customers' financial goals.
Provide guidance to help customers make informed financial decisions.
Guide customers through account selection and opening accurately and efficiently.
Recommend products and services that support customers' financial goals.
Complete transactions accurately and efficiently, with attention to detail.
Deepen customer relationships through proactive follow-up, reliability, and personalized service.
Build new relationships through community involvement, referrals, and networking.
Manage and grow customer relationships through proactive outreach and ongoing financial conversations.
Connect customers with Mortgage, Business Banking, Wealth, and other specialized partners.
Meet performance goals related to customer experience, growth, and financial wellness.
Maintain operational soundness by following policies, procedures, and risk management practices.
Perform other duties as assigned to support financial center operations.
Ensure compliance with Northwest policies and procedures and Federal and State regulations.
Navigate Microsoft Office software, computer applications, and department-specific software to use technology tools and improve efficiency.
Work as part of a team and use on-site equipment.