Licensed Relationship Manager in Development - Continuous Opening
Northwest Bank
- Bridgeville, PA
- Permanent
- Full-time
- Employees who are not fully licensed at the time of hire will participate in the Licensed Relationship Manager (LRM) Development program. During this time, the employee will temporarily act as a Personal Banker until successfully completing the program and passing all required licensing exams. The expectation of the Development program is completion of one year
- Proactively acquire new clients, and deepen existing relationships, through outreach and preplanned appointments
- Engages customers as they enter the branch by welcoming them, including lobby leadership, checking on clients in waiting que to resolve customer issues or concerns and understanding their financial wellness goals
- Open new accounts and communicate with customers to recognize cross-selling opportunities and assist with mortgage, consumer loan, and credit card functions as needed while adhering to all bank policies and procedures
- Deliver on our Northwest culture experience to champion our customer’s financial wellness through delivery of exceptional customer experience – proactively and reactively, both in person, over the phone, and through email communications
- Assist office management as needed with and completing Audit Certification requirements
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- 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
- 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 preferred
- 1 year banking and/or retail experience preferred
- Sales experience preferred
- Customer Service experience preferred