Relationship Banker Associate

NBT Bank•Portland, ME
•$19 - $22

About The Position

The Relationship Banker Associate delivers high-quality customer service and responsiveness to ensure the fulfillment and satisfaction of internal and external customers. The role processes routine transactions and related services accurately, efficiently, and in accordance with company policies and procedures. It also identifies and refers sales opportunities to the appropriate business partner or line of business, through in-person or telephone interactions, and provides support for basic consumer deposit account opening as needed. The position includes teller transactions and customer and account servicing, administrative work such as maintaining records, preparing forms and reports, and daily vault balancing. The associate supports referral and relationship-management goals, consults with customers to identify their needs, makes service and sales calls, resolves customer issues, and participates in community events supporting the Community Reinvestment Act. The role also requires adherence to security measures and controls.

Requirements

  • High school diploma or equivalent.
  • At least one year of experience in a related banking position or equivalent sales or customer service experience.
  • Excellent listening and communication skills.
  • Ability to approach customers, identify needs and opportunities, and have conversations with them.
  • Organizational, interpersonal, and customer relations skills, including problem-solving and decision-making skills.
  • Ability to function in a fast-paced, changing environment.
  • Ability to work well with people as part of a team.
  • Proficient computer skills.

Responsibilities

  • Process routine and non-routine teller transactions and related customer and account servicing duties accurately and efficiently according to policies and procedures.
  • Perform administrative duties, including maintaining records, preparing forms and reports, and balancing the vault daily.
  • Engage in referrals and relationship management in accordance with established objectives and goals.
  • Provide support for new deposit account opening as required.
  • Identify customer needs and opportunities through interactive, consultative conversations and provide appropriate services or referrals.
  • Conduct sales and service calls to existing and potential customers to address needs and prospect for sales leads.
  • Take ownership of customer issues and complaints, resolving them or enlisting support to ensure timely fulfillment and satisfaction.
  • Follow security measures and controls to minimize potential losses.
  • Participate in community events that support Community Reinvestment Act efforts.
  • Perform other duties as assigned and required.

Benefits

  • At least 22 days of paid time off annually for full-time employees, prorated in the year of hire.
  • Six weeks of paid parental leave at 100% of salary.
  • Medical coverage, including employer HSA contributions for participants in a High Deductible Health Plan.
  • Dental and vision coverage.
  • Flexible spending accounts for healthcare and dependent care expenses.
  • Employer-paid short-term and long-term disability coverage, with an option to purchase additional long-term coverage.
  • Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary hospital, accident, and critical illness coverage.
  • 401(k) plan with employer matching, optional Roth 401(k), and a pension plan.
  • Adoption assistance.
  • Tuition reimbursement.
  • Employee Assistance Program and related support resources.
  • Pet insurance.
  • Banking services benefits and financial planning assistance.
  • Part-time employees working 20 or more hours per week are eligible for medical, dental, and vision coverage, voluntary benefits, and paid parental leave.
  • All part-time employees are eligible for a 401(k) plan with employer matching, optional Roth 401(k), and pension plan if they work at least 1,000 hours in a calendar year; paid sick and safe leave; Employee Assistance Program; and banking services benefits and financial planning assistance.
  • Wellness initiatives and flexible work arrangements are mentioned as part of the company's wellbeing support.
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