Relationship Manager Jobs at Northwest Bank with Visa Sponsorship
Relationship Manager jobs at Northwest Bank sit at the intersection of client advisory and financial services, requiring both technical fluency and relationship-building skills. Northwest Bank has an established track record of sponsoring international talent for this function across multiple visa categories, making it a realistic target for qualified candidates navigating U.S. work authorization.
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Get Access To All JobsINTRODUCTION
The 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.
QUALIFICATIONS
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
High School Diploma or Equivalent preferred
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
- FINRA SIE: Series 6 and 63 in good standing upon hire required (or pursued upon hire)
- Current applicable State Life and Health Insurance License upon hire required (or pursued upon hire)
ESSENTIAL FUNCTIONS
- Complete BAI and other required coursework
- Demonstrate basic knowledge of products and services
- Identify every client to manager, retain, and grow a portfolio of high retail clients to reach both retail branch and investment goals
- Ensure compliance with Northwest Investment Services and broker/dealer policies and procedures
- Identify and convert service to sales opportunities
- 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
- Actively seek opportunities to provide outstanding client experience to every client
- Promote referrals to the most appropriate branch team members and cross-functional business partners as appropriate
- Get to know clients, help them work toward their financial goals, and anticipate their financial needs
- Own clients’ service issues until they are resolved to the clients’ satisfaction
- Transact client business accurately, timely, and with operational proficiency
- Responsible for ensure that they are consistently provide the best customer experience possible
- Assist Office Manager to ensure the customer experience within the office is consistently at a high level
- Provide support to staff in meet customer expectations
- Provide back up for the teller function
- Open new accounts and services
- Identify and resolve customer issues
- Assist with implement strategic business plan
- Conduct direct business calls/referrals on a regular basis
- Maintain community presence and involvement
- Assist with implementation of CRM initiatives
- Cross-sell Northwest products and services
- Assist with the office workload and workflow
- Assist with the implementation of changes, improvements and new procedures
- Review/monitor daily statistical reports
- Proactively seek coach to develop sales and service skills
- Manage teller workload/workflow
- Supervise vault operations and procedures
- Attend educational/train seminars as needed
- Assist with recovery activity
- Maximize office security
- Cultivate relationships with corporate staff in Warren
- Review/Monitor management reports
- Understand all technologies including Teller, Platform, and Lend Systems
- Attend/co-plan regular office meets
- Oversee and monitor cross-training of new and existing employees
- Assist with completion of Audit Certification
- Assist with scheduling of staff
- Provide assistance to the Retail Lend Collections Department of Region Management for mortgage collection and REO’s as needed
- Support corporate consumer collections efforts as required
- Quote loan/savings rates and terms
- Maintain security and compliance within the office
- Originate and process consumer loan requests
- Assist in the mortgage loan process as required
- Ensure that they and the office staff are consistently providing the best customer experience possible
- 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
KNOWLEDGE, SKILLS, AND ABILITIES
- 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 actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability 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
- 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
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
INTRODUCTION
The 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.
QUALIFICATIONS
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
High School Diploma or Equivalent preferred
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
- FINRA SIE: Series 6 and 63 in good standing upon hire required (or pursued upon hire)
- Current applicable State Life and Health Insurance License upon hire required (or pursued upon hire)
ESSENTIAL FUNCTIONS
- Complete BAI and other required coursework
- Demonstrate basic knowledge of products and services
- Identify every client to manager, retain, and grow a portfolio of high retail clients to reach both retail branch and investment goals
- Ensure compliance with Northwest Investment Services and broker/dealer policies and procedures
- Identify and convert service to sales opportunities
- 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
- Actively seek opportunities to provide outstanding client experience to every client
- Promote referrals to the most appropriate branch team members and cross-functional business partners as appropriate
- Get to know clients, help them work toward their financial goals, and anticipate their financial needs
- Own clients’ service issues until they are resolved to the clients’ satisfaction
- Transact client business accurately, timely, and with operational proficiency
- Responsible for ensure that they are consistently provide the best customer experience possible
- Assist Office Manager to ensure the customer experience within the office is consistently at a high level
- Provide support to staff in meet customer expectations
- Provide back up for the teller function
- Open new accounts and services
- Identify and resolve customer issues
- Assist with implement strategic business plan
- Conduct direct business calls/referrals on a regular basis
- Maintain community presence and involvement
- Assist with implementation of CRM initiatives
- Cross-sell Northwest products and services
- Assist with the office workload and workflow
- Assist with the implementation of changes, improvements and new procedures
- Review/monitor daily statistical reports
- Proactively seek coach to develop sales and service skills
- Manage teller workload/workflow
- Supervise vault operations and procedures
- Attend educational/train seminars as needed
- Assist with recovery activity
- Maximize office security
- Cultivate relationships with corporate staff in Warren
- Review/Monitor management reports
- Understand all technologies including Teller, Platform, and Lend Systems
- Attend/co-plan regular office meets
- Oversee and monitor cross-training of new and existing employees
- Assist with completion of Audit Certification
- Assist with scheduling of staff
- Provide assistance to the Retail Lend Collections Department of Region Management for mortgage collection and REO’s as needed
- Support corporate consumer collections efforts as required
- Quote loan/savings rates and terms
- Maintain security and compliance within the office
- Originate and process consumer loan requests
- Assist in the mortgage loan process as required
- Ensure that they and the office staff are consistently providing the best customer experience possible
- 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
KNOWLEDGE, SKILLS, AND ABILITIES
- 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 actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability 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
- 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
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
See all Relationship Manager Jobs at Northwest Bank
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Relationship Manager Jobs at Northwest Bank.
Get Access To All JobsTips for Finding Relationship Manager Jobs at Northwest Bank
Frame your portfolio around U.S. banking credentials
Northwest Bank's Relationship Manager roles sit under federal banking regulations, so pairing your foreign degree with FINRA Series 6 or 63 exam progress signals you're ready to operate in the U.S. regulatory environment before the offer stage.
Target branches with active hiring pipelines
Northwest Bank posts Relationship Manager openings across multiple markets. Cross-reference open roles with regions where the bank has recently expanded commercial or retail lending, as those locations are more likely to have active headcount approvals that support sponsorship.
Use Migrate Mate to filter verified sponsoring roles
Not every Relationship Manager posting at Northwest Bank explicitly states visa sponsorship eligibility. Use Migrate Mate to surface roles where the bank has a confirmed sponsorship history for this function, saving you from applying to positions unlikely to move forward.
Clarify LCA timing during offer negotiation
The employer must file a certified Labor Condition Application with DOL before USCIS can adjudicate your H-1B petition. Confirm with the recruiter that the bank's HR team has started this step, since LCA certification alone can take one to two weeks after submission.
Position OPT or CPT as a bridge, not a placeholder
If you're on F-1 status, Northwest Bank can onboard you under OPT or CPT while a longer-term petition is prepared. Articulate your willingness to transition to H-1B or EB sponsorship on a defined timeline so the hiring team sees continuity, not complexity.
Prepare for PERM documentation early for EB pathways
EB-2 and EB-3 sponsorship through Northwest Bank requires the bank to run a PERM labor market test before DOL. Start organizing employment history records, degree transcripts, and specialized skills documentation so you're ready the moment the bank initiates the process.
Frequently Asked Questions
Does Northwest Bank sponsor H-1B visas for Relationship Managers?
Yes, Northwest Bank sponsors H-1B visas for Relationship Manager roles. The process requires the bank to first secure a certified Labor Condition Application from DOL, then file Form I-129 with USCIS. Cap-subject H-1B petitions are tied to the annual lottery, so timing your offer relative to the April filing window matters significantly for your start date.
Which visa types does Northwest Bank commonly use for Relationship Manager roles?
Northwest Bank sponsors Relationship Managers under H-1B, F-1 OPT, F-1 CPT, TN visa, and employment-based Green Card categories including EB-2 and EB-3. H-1B is the most common path for full-time hires. TN visa is available to Canadian and Mexican nationals in qualifying professional categories. OPT and CPT are frequently used as entry points before a long-term petition is filed.
What qualifications does Northwest Bank expect for Relationship Manager roles?
Northwest Bank typically looks for candidates with a bachelor's degree in finance, business, economics, or a related field. Direct client-facing banking experience, familiarity with commercial lending or wealth management products, and knowledge of U.S. regulatory frameworks like BSA and AML compliance are commonly expected. FINRA licensing or active progress toward it strengthens your profile considerably in a sponsorship context.
How do I apply for Relationship Manager jobs at Northwest Bank?
You can browse and apply for Relationship Manager openings at Northwest Bank through Migrate Mate, which filters for roles with confirmed visa sponsorship history. When applying, tailor your resume to reflect client portfolio management experience and any U.S. banking credentials. Follow up with the recruiter early to confirm the role includes sponsorship eligibility before investing time in later interview stages.
How do I plan my timeline for visa sponsorship at Northwest Bank?
Timeline depends on your current status. F-1 OPT gives you up to 12 months of work authorization, extendable to 36 months with a STEM extension, which creates a window for the bank to pursue H-1B sponsorship. H-1B lottery results come in March for an October 1 start. EB-2 and EB-3 PERM processes can take 12 to 18 months or longer before a petition is even filed, so starting conversations with the bank's HR team early is essential.