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Northwest Bank · 2 weeks ago

Licensed Relationship Manager in Development

Bloomfield, IN

Full-time

Onsite

Entry Level

1+ years exp

Northwest Bank is a financial institution seeking a Licensed Relationship Manager to join their Branch Banking team. The role involves providing financial options to clients, conducting comprehensive financial assessments, and ensuring compliance with banking regulations while delivering exceptional customer service experiences.

BankingFinancial Services

Responsibilities

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

Ensure compliance with all banking regulations, policies, and procedures

Deliver exceptional customer service experiences

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, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

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 BuildingTeamworkActive ListeningProblem SolvingEffective CommunicationDecision Making

Required

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

High school diploma or equivalent

1 year banking and/or retail experience

Sales experience

Customer Service experience