Northwest Bank

Director

• Overseeing the implementation, configuration and optimization of Workday Solutions at Northwest Bank
• Driving technical strategy and overseeing architecture decisions
• Managing Northwest's technology ecosystem
• Partnering with Finance, IT and HR to deliver compliant and scalable solutions
• Directing and mentoring technical teams across integrations, security, reporting and data conversion
• Leading end-to-end technical strategy for enterprise Workday implementations
• Managing recurring large-scale data loads to and from Workday
• Collaborating with IT teams to maintain system architecture and security protocols
• Overseeing quality assurance for all technical deliverables
• Leading a Workday Technology team and providing direction and supervision to direct staff
• Establishing governance frameworks for configuration, integrations, and change management
• Managing API strategy, middleware, and cloud infrastructure supporting Workday
• Driving system optimization, performance tuning, and continuous improvement initiatives

Executive Director – Workday Technology

Call Center Representative

• Coordinate various fraud related activities, including investigating and resolving reported external frauds
• Administer the fraud case management system
• Refer fraudulent activity to federal, state and local law enforcement agencies for prosecution
• Attend Security Group Meetings
• Prepare and analyze departmental reports
• Plan investigations and coordinate cases with law enforcement agencies
• Conduct interviews
• Compile documentation
• Develop investigative reports
• Investigate fraud schemes
• Reconstruct sequence of fraudulent events
• Substantiate findings
• Consult on issues of fraud, suspicious activity and security
• Escalate large losses, internal fraud, critical cases
• Develop relationships with vendors
• Develop/distribute fraud alerts
• Recommend improvements to procedures
• Track and monitor large currency deposits and withdrawals
• Assist the Bank Security Officer with special projects as required
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software and software specific to the department

Contact Center Fraud Investigator – I

Program Manager

• Provide project leadership, management and oversight for assigned programs and projects
• Monitor and report overall progress of all workstreams
• Establish a work plan and staffing for program and project activities
• Lead the design, testing, planning, and implementation of complex programs and projects
• Foster and manage productive relationships with executive level sponsors
• Act as a champion for business process changes; act behind the scenes to craft solutions

Enterprise Program Manager

• Deliver best-in-class customer experience to both internal and external customers
• Supporting various fraud related activities, including investigating and resolving reported external frauds
• Monitoring the fraud detection system, coordinating fraud alerts
• Support fraud intake process ensuring that all operational steps are taken to further protect the customer and the institution from losses
• Understand and recognize fraud indicators on accounts, and take appropriate actions to reduce risk and loss exposure
• Identify education opportunities and leverage industry resources, to stay current on fraud trends
• Administer the fraud case management system
• Reporting findings to leadership
• Referring fraudulent activity to federal, state and local law enforcement agencies for prosecution
• Conduct interviews as needed depending on the investigation
• Consult on issues of fraud, suspicious activity and security
• Assist bank security as needed for related cases
• Prepare and analyze department reports
• Maintain strong levels of attention to detail while completing assigned tasks
• Ensure that customers issues are fully documented and that steps are followed on any additional actions that may be needed

Contact Center Fraud Analyst

Sales

• Responsible for coordinating and supervising the lending activities of SBA Bankers
• Develop team performance and identify skill gaps
• Manage team pipeline reporting for accurate forecasting
• Ensure lead activity management and CRM input
• Assist with structuring and pricing team deals
• Develop new and expanding business banking relationships
• Support team in loan closings and compliance with terms
• Analyze financial statements and assess risk
• Call on customers to develop and retain business
• Cross-sell credit and noncredit products as appropriate
• Participate in community affairs and ensure compliance with regulations
• Work with on-site equipment and maximize technology tools

SBA Sales Team Leader

Attorney

• Responsible for overall day-to-day operational functions of the Business Legal File team
• Provide support to branch offices
• Ensure compliance with IRS regulations
• Prepare departmental reports
• Identify and resolve Customer Service issues
• Provide excellent customer service and business unit support
• Perform quality control review for all new business deposit accounts opened
• Review business entity documents for new business accounts
• Track and monitor instances of missing internal or external documents
• Follow up with branches on missing information
• Send customer final notice prior to close out
• Assist branches with business account opening questions
• Review online account opening system for new deposit accounts that are pending approval
• Update and maintain information within the core banking system
• Maintain appropriate departmental records and reports
• Interact as appropriate with other business units
• Recommend improvements to procedures
• Ensure total quality of work performed

Business Legal File Specialist

Financial Planning and Analysis

• Connect customers with Northwest products and services through opening accounts
• Conduct comprehensive financial assessments for customers
• Ensure compliance with banking regulations, policies, and procedures
• Deliver exceptional customer service experiences

Financial Center Banker

Manager

• Monitor credit performance of individual commercial borrowers
• Responsible for aggregated reporting of portfolio monitoring activities
• Collect and review credit and financial information
• Analyze financial information to ensure prudent ongoing credit monitoring
• Assist in completion of annual reviews and renewals
• Coordinate and conduct quarterly portfolio reviews

Portfolio Manager – Cash Flow Lending

Compliance

• Assist in monitoring and reviewing internal policies and procedures to ensure compliance with federal and state regulations.
• Support the preparation of compliance reports and documentation for audits and regulatory exams.
• Conduct research on regulatory updates and assist in impact assessments.
• Assist in the implementation and execution of the Risk and Control Self-Assessment process.
• Partner with business leaders to identify key risks, assess control design and operating effectiveness, and document remediation plans where gaps are identified.
• Ensure timely updates and ongoing monitoring of RCSA results.
• Collaborate with departments across the bank to support training and awareness initiatives.
• Contribute to special projects related to risk mitigation and regulatory change management.

Compliance Intern

Risk

• Assist in the identification and assessment of risks across all of our risk pillars including credit, compliance, market, model, operational, reputational, strategic and treasury).
• Support the development and maintenance of risk registers, authoritative sources and control documentation.
• Assist to further enhance the Risk and Control Self-Assessment (RCSA) program including developing and/or updating process maps and execution of testing, as assigned.
• Run various reports and analyze risk and control data to identify inconsistencies and/or anomalies.
• Help to oversee compliance with issues management policies and procedures.
• Perform quality assurance reviews to confirm risk management policies are applied consistently followed across each pillar.
• Participate in risk assessments and reviews, helping to gather and analyze data.
• Help prepare risk reports and dashboards for senior management and regulatory bodies.
• Conduct research on emerging risks, regulatory changes, and industry best practices.
• Collaborate with cross-functional teams to support enterprise risk initiatives.
• Contribute to the enhancement of risk policies, procedures, and training materials.

Risk Management Intern

Full-stack Engineer

• Provide analytical and tier 2 technical support for business applications
• Create and maintain documentation related to application support and implementation
• Maintain application reliability by identifying systemic issues through root cause analysis
• Support, install, troubleshoot, maintain and manage applications
• Test, implement, document, and maintain support FAQ’s and solutions
• Triage support incidents and escalate high priority events to the appropriate groups
• Perform ongoing monitoring and health checks for applications
• Create automation solutions for support and maintenance tasks
• Support and maintain applications using Visual Studio, .NET platform, SQL server, C#, etc.
• Support and maintain solutions built on Microsoft SharePoint and Office 365
• Support and maintain enterprise content management solutions
• Support and maintain web applications using ASP.NET, JavaScript, HTML, CSS
• Support ETL solutions using SQL Server Integration Services (SSIS)
• Create and maintain architecture diagrams, design diagrams and data flow diagrams using Microsoft Visio
• Work with internal customers to assess business needs and find solutions
• Create and maintain application documentation
• Analyze and improve the efficiency of various systems and services
• Help define, record and execute application disaster recovery plans and procedures
• Work closely with tier 1 technical support teams and part of the tier 2 support team to meet business expectations

Software Engineer Intern

• Manage primary financial center and oversee other financial centers in the district
• Ensure exceptional customer service and achieve sales goals
• Foster employee development and maintain operational soundness
• Provide guidance, coaching, and mentorship to financial center staff

Area Manager

• Responsible for the development of new business and retention of existing relationships
• Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
• Maximize technology tools available and provide required reporting on a timely basis
• Cultivate potential referrals from existing clients, Retail offices, and centers of influence in the community
• Complete financial profiles and accurately analyze customer needs and recommend products accordingly
• Perform presentations, meetings, account reviews and seminars with prospects and/or clients
• Monitor client accounts and transactions on an ongoing basis
• Cross sell other Northwest products and services
• Ensure compliance with Northwest Investment Services and broker dealer policies
• Conduct securities buying and selling as directed by client

Associate Financial Advisor

Account Manager

• Responsible for originating, structuring, and managing a portfolio of relationships of companies with Employee Stock Ownership Plans
• Ensure an exceptional client experience while managing risk, credit quality, servicing, etc.
• Identify new lending opportunities through a network of referral sources and Centers of Influence
• Represent the bank at industry events and conferences
• Develop meaningful relationships with ESOP advisors, investment bankers, trustees, legal counsel, and valuation firms
• Work closely with commercial and middle market bankers to identify ESOP opportunities
• Analyze financial statements and related credit material to assess risk

National ESOP Relationship Manager

Financial Crime

• Conduct suspicious activity reviews/investigations to identify patterns and trends consistent with money laundering and terrorist financing
• Conduct comprehensive CDD/EDD reviews/investigations on high-risk customers including PEP, MSB, POATM, and NBFIs in accordance with CDD procedures
• Complete documentation with the highest level of quality, accuracy and attention to detail in accordance with Northwest’s procedures and regulatory guidelines
• Perform detail analysis of transaction monitoring reviews and case investigations
• Provide consultative AML/CFT guidance to various lines of businesses

AML/CFT Investigator

Human Resources

• Provide expert guidance to managers and employees on employee relations issues
• Conduct thorough, confidential investigations into employee complaints
• Partner with Legal, Compliance, and HR leadership for consistent handling of employee relations matters
• Monitor and analyze employee relations trends
• Support the development and delivery of training programs
• Collaborate with HR Business Partners and senior leaders for organizational changes
• Maintain documentation of employee relations cases
• Assist in the review and enhancement of employee relations policies
• Serve as a resource for interpreting employment laws, banking regulations, and internal policies

Employee Relations Partner

Customer Support

• Provide direct one-on-one phone based and occasional on-site support to clients
• Execute professional customer service techniques and provide high-level customer service
• Respond to and resolve inquiries and service requests using Support Services procedures
• Document all customer inquiries and their resolutions in the IT service management application
• Investigate, diagnose, and provide resolution to all inquiries and service requests
• Assist with other IT-related special projects without supervision
• Support normal account creation and maintenance functions
• Meet and strive to exceed Support Services Key Performance Indicators (KPIs)