Talent.com
Licensed Relationship Manager

Licensed Relationship Manager

Northwest BankBloomfield, IN, United States
1 day ago
Job type
  • Full-time
Job description

Job Description

DESCRIPTION

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 :

  • Performance Metrics : 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
  • Financial Needs Assessment : 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
  • Operational Soundness : Ensure compliance with all banking regulations, policies, and procedures. Provide leadership while ensuring efficiency and accuracy in all operational activities and financial center security. Proactively identify areas for improvement and implement strategies to enhance operational effectiveness

Leadership Portraying the Northwest Bank Culture : Deliver exceptional customer service experiences. Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones

  • Customer Engagement : 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
  • Relationship Building : 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
  • Compliance and Regulations : Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and always protect customer information
  • 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
  • KNOWLEDGE, SKILLS, AND ABILITIES :

  • 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 :

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Education :

  • High school diploma or equivalent preferred
  • Work Experience :

  • 1 year banking and / or retail experience preferred
  • Sales experience preferred
  • Customer Service experience preferred
  • Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

    Create a job alert for this search

    Relationship Manager • Bloomfield, IN, United States

    Related jobs
    • Promoted
    MORTGAGE LOAN OFFICER

    MORTGAGE LOAN OFFICER

    Springs Valley Bank & Trust CompanyWashington, IN, US
    Full-time
    JOB DESCRIPTION : MORTGAGE LOAN OFFICER.REPORTS TO : President & CEO (CLO).SUPERVISES : No supervisory responsibility.SUMMARY : Responsible for maintaining a loan portfolio of $15 million plus and ...Show moreLast updated: 30+ days ago
    Leasing Consultant

    Leasing Consultant

    Asset LivingBloomington, IN, US
    Full-time +1
    Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Independent Trader

    Remote Independent Trader

    Maverick TradingBloomington, IN, USA
    Remote
    Part-time
    Remote Options Trader Opportunity at Maverick Trading.Maverick Trading has been a leader in proprietary trading for over 26 years. We empower traders with access to firm capital, allowing them to re...Show moreLast updated: 11 days ago
    • Promoted
    • New!
    Outside Insurance Sales - Drivers License Required

    Outside Insurance Sales - Drivers License Required

    Platinum Supplemental InsuranceBloomington, IN, United States
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 1 hour ago
    Independent Insurance Broker

    Independent Insurance Broker

    Brown AgencyBloomington, IN, US
    Full-time +1
    Quick Apply
    Symmetry Financial Group- The Brown Agency BE A Life and Health Insurance Agent today (Work Remotely) We are looking for new INDEPENDENT LIFE INSURANCE AGENTS who are ready to learn the business, w...Show moreLast updated: 30+ days ago
    • Promoted
    Mortgage Loan Originator

    Mortgage Loan Originator

    German American BankBloomington, IN, US
    Full-time
    This position will be located at : Bloomington 3rd Street.East 3rd St Bloomington, Indiana, 47401 United States.German American Bancorp and its family of financial services companies employ talented...Show moreLast updated: 1 day ago
    • Promoted
    Proprietary Trading

    Proprietary Trading

    Maverick TradingBloomington, IN, USA
    Part-time
    Proprietary Trading Job at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a glo...Show moreLast updated: 11 days ago
    • Promoted
    Market Relationship Banker

    Market Relationship Banker

    Old National BancorpBloomington, IN, US
    Full-time
    Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team.This position is unique; it will allow you to work at several different branches, giving you the opportu...Show moreLast updated: 22 days ago
    • Promoted
    Relationship Banker I (College Mall Branch)

    Relationship Banker I (College Mall Branch)

    Regions FinancialBloomington, IN, US
    Full-time
    Job Title : Relationship Banker I.At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to i...Show moreLast updated: 14 days ago
    Mortgage Brokers Wanted—Earn More, Stress Less

    Mortgage Brokers Wanted—Earn More, Stress Less

    The Semler AgencyBloomington, IN, US
    Full-time +1
    Quick Apply
    Chasing fluctuating interest rates? ❌ Stressful closings and endless paperwork? ❌ Depending on the housing market to control your income?. If so… it may be time for a change.The ...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Sales Representative - Drivers License Required

    Sales Representative - Drivers License Required

    Platinum Supplemental InsuranceBloomington, IN, United States
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 1 hour ago
    • Promoted
    • New!
    Entry Level Insurance Sales Representative - Drivers License Required

    Entry Level Insurance Sales Representative - Drivers License Required

    Platinum Supplemental InsuranceTerre Haute, IN, United States
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 1 hour ago
    Leasing Consultant

    Leasing Consultant

    The Scion GroupReserve on Third, Bloomington, Indiana, United States
    Full-time
    Quick Apply
    Want to learn more about The Scion Group? We are interested in every qualified candidate who is eli...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Manager in Training (100% Remote)

    Sales Manager in Training (100% Remote)

    Global EliteBloomington, IN, US
    Remote
    Full-time
    Sales Manager In Training (100% Remote).We're looking for enthusiastic, hard-working, friendly individuals to come work at AO and support a huge network of clients. This position relies on outstandi...Show moreLast updated: 30+ days ago
    • Promoted
    Market Relationship Banker

    Market Relationship Banker

    Old National BankBloomington, IN, United States
    Full-time
    Job Locations US-IN-Bloomington Category / Function Retail Banking Center Position Type Regular Full-Time Requisition ID 2025-18376 Workplace Type On ...Show moreLast updated: 3 days ago
    • Promoted
    Mortgage Loan Originator

    Mortgage Loan Originator

    Fifth Third BancorpTerre Haute, IN, US
    Full-time
    Make Banking A Fifth Third Better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Performs a wide range of dutie...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick TradingBloomington, IN, USA
    Remote
    Part-time
    Remote Options Trader Position at Maverick Trading.Maverick Trading is a proven proprietary trading firm with more than 26 years of market expertise. We empower traders with access to firm capital w...Show moreLast updated: 11 days ago
    • Promoted
    Reverse Mortgage Originator Development Program

    Reverse Mortgage Originator Development Program

    Mutual of Omaha MortgageFrench Lick, IN, US
    Full-time
    This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program. Come join the winning team, with over 100 years of success and stability.W...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker I - Part Time 20 Hours (Whitehall Branch)

    Relationship Banker I - Part Time 20 Hours (Whitehall Branch)

    Regions FinancialBloomington, IN, US
    Part-time
    At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness o...Show moreLast updated: 30+ days ago
    • Promoted
    Account Manager Retail SMB Business Sales

    Account Manager Retail SMB Business Sales

    VerizonTerre Haute, IN, US
    Full-time +1
    A place to share your ideas freelyeven if they're daring or different.Where the true you can learn, grow, and thrive.At Verizon, we power and empower how people live, work, and play by connecting t...Show moreLast updated: 30+ days ago