2 дня назад
Licensed Relationship Manager in Development
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Licensed Relationship Manager in Development (Banking): Building and expanding customer banking relationships through financial needs assessments, personalized product recommendations, account opening, and connections with financial experts with an accent on consultative service, compliance, and operational accuracy. Focus on completing the one-year licensing development program, meeting customer and sales targets, and solving customer needs through proactive engagement and ongoing relationship management.
Location: Pittsburgh market, Pittsburgh, PA; onsite branch banking role
Company
provides banking products and services through branch-based customer relationships and financial guidance.
What you will do
- Assess customer financial needs, accounts, transactions, and behaviors to provide personalized recommendations.
- Open accounts and connect customers with relevant Northwest products, services, and financial experts.
- Build long-term customer relationships through proactive conversations, follow-up, and ongoing support.
- Meet or exceed targets for customer satisfaction, product sales, and financial wellness conversations.
- Maintain operational soundness, branch security, dual-control processes, and accurate daily branch activities.
- Complete the Licensed Relationship Manager Development program and pass the required licensing exams if not fully licensed at hire.
Requirements
- High school diploma or equivalent preferred.
- One year of banking and/or retail experience preferred.
- Sales and customer service experience preferred.
- Ability to communicate clearly, actively listen, make sound decisions, and solve problems collaboratively.
- Ability to comply with bank policies, federal and state regulations, confidentiality requirements, and security procedures.
- Must work within the Pittsburgh market and use onsite branch equipment.
Culture & Benefits
- Training and professional development are provided through the LRM Development program.
- Work as part of the Branch Banking team.
- Inclusive workplace committed to diversity and equal employment opportunity.
- Opportunity to develop banking, financial assessment, customer engagement, and relationship-management skills.
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