Relationship Banker
northwest · Lorain
Job description
About the role
As a Relationship Banker at Northwest Bank, you will be the primary point of contact for customers, delivering personalized financial guidance and creating seamless banking experiences. This role blends financial expertise with a people‑first approach to help customers achieve their financial goals.
Key responsibilities
- Serve as a trusted connection in the financial center, ensuring smooth customer interactions.
- Ask purposeful questions, listen deeply, and uncover meaningful financial objectives.
- Guide customers through account selection and opening with accuracy and efficiency.
- Recommend products and services aligned with customers' financial goals.
- Complete transactions accurately and efficiently while maintaining attention to detail.
- Develop and deepen relationships through proactive follow‑up, reliability, and personalized service.
- Build new relationships via community involvement, referrals, and networking.
- Connect customers with Mortgage, Business Banking, Wealth, and other specialized partners.
- Meet performance goals related to customer experience, growth, and financial wellness.
- Ensure compliance with policies, procedures, and regulatory requirements.
Required profile
- People‑focused with strong communication skills and curiosity.
- Motivated to learn and grow within the banking sector.
- Comfortable leading deeper financial conversations that align needs with solutions.
- Detail‑oriented and confident using technology and Microsoft Office applications.
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Published 12 hours ago
Expires 1 month from now
6 views · 0 interested
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northwest
Lorain
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