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
• Act as a Personal Banker until successfully completing the program and passing all required licensing exams
• Complete one year of the 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
• 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
• 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
• 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
• Comply with Northwest’s policies and procedures, Federal/State regulations

Technology

• Navigate Microsoft Office Software
• Use computer applications and software specific to the department
• Maximize technology tools and gain efficiency

Teamwork

• Work with on-site equipment
• Work as part of a team

Other Duties and Special Projects

• Complete other duties and special projects as requested by management

Qualifications

• High school diploma or equivalent preferred
• 1 year banking and/or retail experience preferred
• Sales Experience Preferred
• Customer Service experience preferred