Apply on Employer Site

Northwest Bank · 1 day ago

Financial Center Banker/Licensed Relationship Manager in Development

Mt. Joy, PA

Full-time

Onsite

Entry Level

1+ years exp

Northwest Bank is seeking a Financial Center Banker/Licensed Relationship Manager to join their Branch Banking team. The role involves providing financial options to clients, conducting financial assessments, and ensuring exceptional customer service while adhering to banking regulations and policies.

BankingFinancial Services

Responsibilities

Provide financial options to clients through a consultative approach while expanding the banking relationship

Connect customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs

Participate in the Licensed Relationship Manager (LRM) Development program

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

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

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 BuildingLeadershipActive ListeningProblem SolvingDecision Making

Required

Licensed or Non-Licensed individuals will be considered. Must be open to obtaining the licensing

Must participate in the Licensed Relationship Manager (LRM) Development program if not fully licensed at the time of hire

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

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

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