Northwest Bank
Licensed Relationship Manager
Hamburg, NY · Staff+
Sponsorship not specified$23k-$27kDetected 22 days ago
ExpressCRMSalesCustomer SupportMicrosoft Office
About the role
- NY0369 Hamburg Job Description The Licensed Relationship Manager is expected to be a customer experience champion and trusted financial professional.
- Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge.
- Northwest is an equal opportunity employer.
Responsibilities
- Engage in relationship building discussion to uncover and anticipate clients' needs over the phone and in person to drive deposit growth and investment sales
- Ask existing clients and business partners for prospect referrals and developing COIs
- Promote referrals to the most appropriate branch team members and cross-functional business partners as appropriate
- Own clients' service issues until they are resolved to the clients' satisfaction
Requirements
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
- The requirements listed below are representative of the knowledge, skill, and/or ability required.
- FINRA SIE: Series 6 and 63 in good standing upon hire required (or pursued upon hire)
- Complete BAI and other required coursework
- Demonstrate basic knowledge of products and services
- Transact client business accurately, timely, and with operational proficiency
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Education:
- Work Experience:
- 2 - 6 years Customer Service Experience preferred
- 2 - 6 years Sales Experience with Investment and Insurance Products preferred
- 2 - 6 years Administrative/Supervisory Experience preferred
- 3 - 5 years Banking Experience with an Understanding of Consumer Lending preferred
- Licenses and Certifications:
- Current applicable State Life and Health Insurance License upon hire required (or pursued upon hire)
Nice to have
- High School Diploma or Equivalent preferred
- 6 years Customer Service Experience preferred
- 6 years Sales Experience with Investment and Insurance Products preferred
- 6 years Administrative/Supervisory Experience preferred
- 5 years Banking Experience with an Understanding of Consumer Lending preferred
Skills
- 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 make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
- Ability to analyze financial and client data
- Ability to interact positively with clients
- Knowledge of Northwest products and services preferred
Compensation
- The pay range for this position is generally $23.00 - $27.00 per hour plus a structured incentive compensation plan.
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This listing is sourced directly from Northwest Bank's careers page and normalized into a canonical job model.