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Northwest Bank · 4 hours ago

Licensed Relationship Manager in Development - Continuous Opening

Bellevue, PA

Full-time

Onsite

Entry Level

1+ years exp

Northwest Bank is seeking a Licensed Relationship Manager in Development to join their Branch Banking team. This role involves providing financial options to clients through a consultative approach while ensuring an exceptional customer experience and expanding banking relationships.

BankingFinancial Services

Responsibilities

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

Proactively identify areas for improvement and implement strategies to enhance operational effectiveness

Deliver exceptional customer service experiences

Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones

Initiate proactive conversations with customers to build rapport and understand their financial objectives

Utilize active listening skills to uncover opportunities to enhance their financial well-being

Build long-term relationships with customers by providing ongoing support and follow-up

Anticipate customer needs and proactively reach out to offer assistance and guidance

Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk

Maintain confidentiality and always protect customer information

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

Qualification

Financial Needs AssessmentCustomer EngagementComplianceRegulationsMicrosoft Office SoftwareRelationship BuildingCustomer ServiceSales ExperienceActive ListeningProblem SolvingTeamwork