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Licensed Relationship Manager in Development - Continuous Opening

Licensed Relationship Manager in Development - Continuous Opening

OpportunitiesPittsburgh, PA, US
30+ days ago
Job type
  • Full-time
Job description

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 :

  • 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.
  • Provide leadership while ensuring efficiency and accuracy in all operational activities and financial center security.
  • 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.

    • 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 :

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

    • This is a continuous job posting. Applications received will be considered for any current and / or future Licensed Relationship Manager in Development vacancies. We will accept applications regardless of whether or not a current vacancy exists. By applying to this job posting, you will be considered for any Licensed Relationship Manager in Development vacancies.

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

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    Relationship Manager • Pittsburgh, PA, US

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