Licensed Relationship Manager in Development jobs in United States
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Northwest Bank · 4 months ago

Licensed Relationship Manager in Development

positionBloomfield, IN
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ 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 through a consultative approach, ensuring customer satisfaction and compliance with banking regulations while building long-term relationships with customers.

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

Banking knowledgeCustomer serviceSales experienceFinancial assessmentMicrosoft OfficeTeam collaborationActive listeningProblem solvingEffective communication

Preferred

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

Company

Northwest Bank

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Northwest Bank is a financial firm that offers banking, lending, payments, and wealth management solutions.
dateFounded in 1896
location
Warren, Pennsylvania, USA
people-size1001-5000 employees
web-link
https://www.northwest.bank

Funding

Current Stage
Late Stage

Leadership Team

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Louis Torchio
President & Chief Executive Officer
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Jim Colestro
Retail Lending > Small Business Banking > Payments
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Recent News

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2025-11-05
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Northwest Bank Lowers its Prime Interest Rate to 7.00 Percent
2025-10-31
PR Newswire
Erin Siegfried joins Northwest Bank as Chief Legal Officer
2025-10-10
Company data provided by crunchbase