Assistant Relationship Manager

Ballston Spa National Bank•Ravena, NY
•Onsite

About The Position

BSNB is seeking an Assistant Relationship Manager for its Ravena Office. The role delivers a high-quality customer experience by meeting customers’ needs and accurately and efficiently processing basic to complex financial-service transactions, while remaining alert to potential fraud and irregular transactional activity. The Assistant Relationship Manager takes a consultative approach to identifying opportunities that benefit customers and assists with deposit-account opening and maintenance, consumer lending, and other bank products and services. The role refers customers to other lines of business when appropriate, supports the Relationship Manager with day-to-day branch operations and regulatory compliance, contributes to branch sales goals, and works with colleagues to support their coaching and development.

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.
  • Accurately and efficiently process basic to complex financial-service transactions.
  • Detect and report potential fraud and irregular transactional activities.
  • Identify opportunities that may benefit customers using a consultative approach.
  • Assist customers with deposit-account opening and maintenance, consumer lending, and other bank products and services.
  • Refer customers to other lines of business to address their needs and enhance service.
  • Support the Relationship Manager with day-to-day tasks to help the branch operate efficiently and comply with applicable regulatory requirements and policies.
  • Contribute to the overall branch sales goal.
  • Work with colleagues to support their coaching and development.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Company-paid life insurance
  • Voluntary insurance plans
  • 401(k) plan with company match
  • Pension plan
  • Tuition reimbursement
  • Paid time off
  • 11 paid holidays
  • Professional development
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