Licensed Relationship Manager in Development - Continuous Opening

About the role

Location for this position would be within our Pittsburgh market.

Essential Functions

• Participate in the Licensed Relationship Manager (LRM) Development program to become fully licensed.
• Act as a Personal Banker until successfully completing the LRM Development program and passing all required licensing exams.
• Complete one year in the LRM Development program.

Performance Metrics

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

Financial Needs Assessment

• Conduct comprehensive financial assessments for customers.
• 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

• Deliver exceptional customer service experiences.
• Address customer concerns and complaints promptly and effectively.
• Turn negative experiences into positive ones.

Customer Engagement

• Initiate proactive conversations with customers.
• Utilize active listening skills to uncover opportunities to enhance their financial well-being.

Relationship Building

• Build long-term relationships with customers.
• Provide 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.
• Maintain confidentiality and protect customer information.
• Ensure compliance with Northwest’s policies and procedures, Federal/State regulations.

Navigate Microsoft Office Software

• Maximize technology tools and gain efficiency using Microsoft Office software and software specific to the department.

Knowledge, Skills, And Abilities

• Establish effective working relationships among team members.
• Present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written.
• Establish courses of action for self to accomplish specific goals.
• Develop and use tracking systems for monitoring own work progress.
• 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.