{"id":3225571,"url":"https://alion.io/job/northwest-bank-licensed-relationship-manager","title":"Licensed Relationship Manager","company":{"id":2384639,"name":"Northwest Bank","domain":"northwest.bank","url":"https://alion.io/company/northwest-bank","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":92,"open_postings":9,"ghost_share":0,"stale_share":0.333,"repost_share":0,"time_to_fill_p50_days":55,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Mishawaka, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":49000,"max_usd":108000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2720},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-23T00:00:00Z","employer_posted_date":"2026-10-23","last_verified_at":"2026-11-03T06:10:33Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"description":"IN0547 Mishawaka - Church StJob Description\nThe Licensed Relationship Manager is expected to be a customer experience champion and trusted financial professional. This position is to be the primary \"asset\" gatherer, retail investment sales leader, and relationship builder while assisting with special projects and working as part of a team. This position is responsible for assisting the Manager in all phases of office operation including opening, processing and maintaining customer accounts, cross-selling of Northwest products and services, overseeing the teller area and activities as required.\nQUALIFICATIONS:\nTo 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.\nEducation:\nHigh School Diploma or Equivalent preferred\nWork Experience:\n2 - 6 years Customer Service Experience preferred\n2 - 6 years Sales Experience with Investment and Insurance Products preferred\n2 - 6 years Administrative/Supervisory Experience preferred\n3 - 5 years Banking Experience with an Understanding of Consumer Lending preferred\nLicenses and Certifications:\nFINRA SIE: Series 6 and 63 in good standing upon hire required (or pursued upon hire)\nCurrent applicable State Life and Health Insurance License upon hire required (or pursued upon hire)\nESSENTIAL FUNCTIONS:\nComplete BAI and other required coursework\nDemonstrate basic knowledge of products and services\nIdentify every client to manager, retain, and grow a portfolio of high retail clients to reach both retail branch and investment goals\nEnsure compliance with Northwest Investment Services and broker/dealer policies and procedures\nIdentify and convert service to sales opportunities\nEngage in relationship building discussion to uncover and anticipate clients’ needs over the phone and in person to drive deposit growth and investment sales\nAsk existing clients and business partners for prospect referrals and developing COIs\nActively seek opportunities to provide outstanding client experience to every client\nPromote referrals to the most appropriate branch team members and cross-functional business partners as appropriate\nGet to know clients, help them work toward their financial goals, and anticipate their financial needs\nOwn clients’ service issues until they are resolved to the clients’ satisfaction\nTransact client business accurately, timely, and with operational proficiency\nResponsible for ensure that they are consistently provide the best customer experience possible\nAssist Office Manager to ensure the customer experience within the office is consistently at a high level\nProvide support to staff in meet customer expectations\nProvide back up for the teller function\nOpen new accounts and services\nIdentify and resolve customer issues\nAssist with implement strategic business plan\nConduct direct business calls/referrals on a regular basis\nMaintain community presence and involvement\nAssist with implementation of CRM initiatives\nCross-sell Northwest products and services\nAssist with the office workload and workflow\nAssist with the implementation of changes, improvements and new procedures\nReview/monitor daily statistical reports\nProactively seek coach to develop sales and service skills\nManage teller workload/workflow\nSupervise vault operations and procedures\nAttend educational/train seminars as needed\nAssist with recovery activity\nMaximize office security\nCultivate relationships with corporate staff in Warren\nReview/Monitor management reports\nUnderstand all technologies including Teller, Platform, and Lend Systems\nAttend/co-plan regular office meets\nOversee and monitor cross-training of new and existing employees\nAssist with completion of Audit Certification\nAssist with scheduling of staff\nProvide assistance to the Retail Lend Collections Department of Region Management for mortgage collection and REO’s as needed\nSupport corporate consumer collections efforts as required\nQuote loan/savings rates and terms\nMaintain security and compliance within the office\nOriginate and process consumer loan requests\nAssist in the mortgage loan process as required\nEnsure that they and the office staff are consistently providing the best customer experience possible\nEnsure compliance with Northwest’s policies and procedures, and Federal/State regulations\nNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency\nWork as part of a team\nWork with on-site equipment\nKNOWLEDGE, SKILLS, AND ABILITIES:\nAbility to establish effective working relationships among team members and participate in solving problems and making decisions\nAbility to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written\nAbility to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information\nAbility 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\nAbility to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas\nAbility to analyze financial and client data\nAbility to interact positively with clients\nKnowledge of Northwest products and services preferred\nNorthwest is an equal opportunity employer. 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