Lead Relationship Banker

Ballston Spa National Bank•Town of Milton, NY

16d•$21 - $32

About The Position

The Lead Relationship Banker assists customers with banking transactions and identifies opportunities to recommend products and services suited to their financial needs. The role provides personalized guidance on banking products and services while supporting branch operations and contributing to branch performance, customer experience, and service and business goals. The position may require travel to other branch locations throughout the Capital Region. Saturday availability is required.

Requirements

Minimum of an Associate's Degree.
Prior experience in a sales- and/or service-oriented environment.
Previous cash handling experience.
One to three years of experience in a customer-focused setting.
Strong work ethic, attention to detail, and ability to multitask.
Demonstrated customer service, communication, and relationship-building skills.
Ability to use computer systems and banking technology efficiently.
Availability on Saturdays.
May be required to travel to other branch locations throughout the Capital Region.

Nice To Haves

Bachelor's Degree in Business or a related field.
Banking experience.

Responsibilities

Assist customers with deposits, withdrawals, payments, account maintenance, and other banking transactions.
Identify customer needs and recommend appropriate products and services to deepen customer relationships.
Support branch team members with daily operations and customer service initiatives.
Assist with opening new accounts, renewing certificates of deposit, and servicing existing customer accounts.
Resolve customer inquiries promptly while providing exceptional service and support.
Support branch sales, service, and operational objectives.
Maintain knowledge of bank products, services, policies, and procedures.
Ensure compliance with banking regulations, security procedures, and internal policies.