Relationship Banker

OH0568 Columbus - Bethel Road Job Description

Role Overview
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You are the face of Northwest and a Relationship Banker responsible for delivering a people‑first customer experience. You build and grow relationships, provide financial guidance, and ensure compliance while supporting the overall operations of the financial center.

• 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 and department‑specific software to maximize technology tools and gain efficiency.
• Work as part of a team and with on‑site equipment.

• 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.

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. Our goal is to provide the highest level of care by understanding unique experiences and perspectives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status, or disability status.