Northwest Bank · 16 hours ago
Financial Center Banker/Licensed Relationship Manager in Development
Lebanon, PA
Full-time
Onsite
Entry Level
1+ years expNorthwest Bank is seeking a Financial Center Banker to join their Branch Banking team. The role involves providing financial options to clients through a consultative approach, ensuring exceptional customer experiences, and building long-term relationships while adhering to banking regulations and operational procedures.
BankingFinancial Services
Responsibilities
Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations
Conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth
Ensure compliance with all banking regulations, policies, and procedures
Deliver exceptional customer service experiences
Initiate proactive conversations with customers to build rapport and understand their financial objectives
Build long-term relationships with customers by providing ongoing support and follow-up
Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk
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
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
Qualification
Required
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Preferred
High school diploma or equivalent preferred
1 year banking and/or retail experience preferred
Sales experience preferred
Customer Service experience preferred
Company
Northwest Bank
Northwest Bank is a financial firm that offers banking, lending, payments, and wealth management solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Louis Torchio
President & Chief Executive Officer
Jim Colestro
Retail Lending > Small Business Banking > Payments
Recent News
2025-10-31
2025-10-10
Company data provided by crunchbase