Assistant Relationship Manager

Ballston Spa National Bank•Town of Milton, NY

9d•$24 - $32•Onsite

About The Position

BSNB is seeking an Assistant Relationship Manager for its Milton Crest Office. The role delivers a high-quality customer experience by identifying and meeting customers’ financial needs. It processes basic to complex financial service transactions accurately and efficiently, with a focus on detecting and reporting fraud and irregular transactional activity. Using a consultative approach, the Assistant Relationship Manager helps customers open and maintain deposit accounts and access consumer lending and other bank products and services. The role refers customers to other lines of business when appropriate, supports the Relationship Manager with daily branch operations and regulatory compliance, contributes to branch sales goals, and helps coach and develop branch colleagues.

Requirements

Associate’s degree in business or a related field.
One to three years of experience in a sales- and/or service-oriented position.
Prior cash-handling experience.
Demonstrated excellent customer service skills.
Ability to use a computer to input and retrieve data.

Nice To Haves

Prior supervisory experience.

Responsibilities

Deliver a high-quality customer experience and ensure customers’ needs are met.
Process basic to complex financial service transactions accurately and efficiently.
Detect and report fraud and irregular transactional activities.
Identify opportunities that may benefit customers and assist with deposit account opening and maintenance, consumer lending, and other bank products and services.
Refer customers to other lines of business for additional needs and services.
Support the Relationship Manager with day-to-day tasks to help the branch operate efficiently and comply with applicable regulations, policies, and procedures.
Contribute to the overall branch sales goal.
Work with branch colleagues to coach and develop them.