Financial Center Banker/r-101292 Financial Center Banker/licensed Relationship Manager In Development

Northwest

Oberlin, OH
Northwest products and services knowledge
Consultative financial approach
Exceptional customer experience
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

Job Summary

  • 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.
  • Employees who are not fully licensed at the time of hire will participate in the Licensed Relationship Manager (LRM) Development program, expecting completion within one year.
  • The role requires meeting or exceeding performance targets related to customer satisfaction, product sales, and financial wellness conversations, while ensuring compliance with all banking regulations, policies, and procedures.

Matching Summary

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.

Skills & Requirements

Must-have

  • Northwest products and services knowledge
  • Consultative financial approach
  • Exceptional customer experience
  • Financial needs assessment
  • Compliance with banking regulations
  • Microsoft Office proficiency

Nice-to-have

  • Team problem solving
  • Clear communication skills
  • Active listening
  • Self-management and goal setting
  • Good judgment in gray areas

Key Requirements

  • Obtain required licensing
  • 1 year banking/retail experience preferred
  • Sales experience preferred
  • Customer Service experience preferred
  • High school diploma or equivalent preferred

Work Rights

Not specified

Tailored Resume

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