Teams at Northwest Bank

Manages regional mortgage sales activities, including coaching and developing Mortgage Loan Originators, executing sales strategies, building referral sources, meeting production goals, recruiting staff, and ensuring regulatory and operational compliance. The role also acts as a producing Mortgage Loan Originator, reviews loan applications, coordinates with operations, manages reporting, and supports customer experience and team performance.

Supports Financial Advisors by developing new business, retaining client relationships, reviewing portfolio performance, completing service requests, and conducting securities transactions. Responsibilities include analyzing client needs, recommending suitable financial products, monitoring accounts, coordinating documentation, conducting client meetings and seminars, generating referrals, and ensuring compliance with FINRA, SEC, broker-dealer, and company policies. The role also provides branch training, completes required reporting, reviews investment markets, and builds community relationships.

The Employee Relations Partner advises managers and employees on performance, discipline, conflict resolution, investigations, workplace conduct, and employment law. The role partners with Legal, Compliance, and HR leaders; analyzes employee relations trends; supports training, organizational changes, policy improvements, and workforce planning; and maintains confidential case documentation. The position is onsite Monday through Thursday, with optional remote work on Fridays.