Relationship Banker

le001 northwest bank

📍 oh0568 columbus - bethel road united states🕐 1mo ago🔗 workday

Job Description

OH0568 Columbus - Bethel Road **Job Description** At Northwest Bank, we invest in people who want to grow fast, learn continuously, and make a real impact. Whether you're early in your career or ready for a new challenge, this role is a powerful next step into banking, finance, and customer experience. You're the face of Northwest. As a Relationship Banker, you bring the customer experience to life, creating meaningful connections in every interaction and financial conversation. You'll combine financial expertise with a people-first approach to create empowering experiences, making banking feel easy, personal, and worth coming back to. **Essential Functions** * Be a trusted point of connection in the financial center, creating seamless customer experiences. * Partner with teammates to maintain a welcoming, customer-ready environment. * Ask purposeful questions and listen deeply to uncover meaningful financial goals. * Provide guidance that helps customers make informed financial decisions. * Guide customers through account selection and opening with accuracy and efficiency. * Recommend products and services that support customers' financial goals. * Complete transactions with accuracy, efficiency, and attention to detail. * Deepen relationships through proactive follow-up, reliability, and personalized service. * Build new relationships through community involvement, referrals, and networking opportunities. * Manage and grow customer relationships through proactive outreach and ongoing financial conversations. * Connect customers with Mortgage, Business Banking, Wealth, and other specialized partners. * Meet performance goals related to customer experience, growth, and financial wellness. * Maintain operational soundness by following policies, procedures, and risk management practices. * Perform other duties as assigned to support financial center operations. * Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations * 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 * Work with on-site equipment **Qualifications** * High School Diploma or equivalent preferred * Customer service, retail, or sales experience preferred * Customer experience & relationship building – delivering a people-first experience that puts customer needs first, * Consultative selling – uncovering needs and connecting customers to the right solutions, * Financial acumen – understanding customer needs and aligning solutions to support financial goals, * Communication & active listening – building trust through clear, meaningful conversations, * Relationship management – strengthening customer relationships through proactive engagement and follow-up, * Business development & networking – building relationships through referrals, community involvement, and outreach, * Ownership & initiative – taking action and following through to support the customer experience, * Attention to detail – ensuring accuracy, compliance, and operational excellence, * Problem solving – resolving customer needs with confidence, ownership, and care, * System confidence – effectively navigating banking systems and tools, * Collaboration – partnering with teammates and specialists to deliver seamless customer experiences #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Relationship Banker at le001 northwest bank | MergeJobs