Financial Center Banker / Licensed Relationship Manager in Development

Financial Center Banker

Licensed or non-licensed individuals will be considered. Must be open to obtaining the licensing.

As part of the Branch Banking team, the 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 :

• Employees who are not fully licensed at the time of hire will participate in the Licensed Relationship Manager (LRM) Development program.
• Performance metrics : meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
• Financial needs assessment : conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth.
• Operational soundness : ensure compliance with all banking regulations, policies, and procedures.
• Leadership portraying the Northwest Bank culture : deliver exceptional customer service experiences.
• Customer engagement : initiate proactive conversations with customers to build rapport and understand their financial objectives.
• Relationship building : build long-term relationships with customers by providing ongoing support and follow-up.
• Compliance and regulations : adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk.

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 include :

Qualifications :

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

Equal opportunity employer / protected veterans / individuals with disabilities.