Licensed Relationship Manager in Development - Continuous Opening

Financial Center Banker

Location for this position would be within our Pittsburgh market.

As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship.

The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience.

Essential functions include:

• Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
• Continuously strive to improve skills and knowledge through training and professional development opportunities.
• 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.

Knowledge, skills, and abilities include:

• 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.

Qualifications:

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

Northwest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.