Relationship Banker Associate

NBT Bank•Great Barrington, MA
•$19 - $22

About The Position

The Relationship Banker Associate delivers high-quality customer service and responsiveness to support customer fulfillment and satisfaction. The role processes routine transactions and related services accurately, efficiently, and in accordance with policies and procedures. It 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 also performs teller and account-servicing activities, administrative duties, referral and relationship management, customer outreach, and issue resolution. It participates in community events that support the Community Reinvestment Act (CRA) and performs other assigned duties.

Requirements

  • High school diploma or equivalent.
  • At least one year of experience in related banking positions or equivalent sales or customer service experience.
  • Excellent listening and communication skills.
  • Ability to approach customers, identify needs and opportunities, and conduct 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 in accordance with policy and procedures.
  • Perform administrative duties, including maintaining records, preparing forms and reports, and balancing the daily vault.
  • Engage in referrals and relationship management in accordance with established objectives and goals.
  • Provide support for opening new deposit accounts as required.
  • Follow security measures and controls to minimize potential losses to the company.
  • Use interactive, consultative conversations to identify customer opportunities, assess customer needs, and provide appropriate services.
  • Refer customers to appropriate business partners when necessary.
  • Conduct sales and service calls to existing and potential customers to meet existing needs and prospect new sales leads.
  • Take ownership of customer issues and complaints, resolving them or enlisting additional support in a timely manner.
  • Participate in community events supporting CRA 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 the High Deductible Health Plan.
  • Dental and vision coverage.
  • Flexible spending accounts for healthcare and dependent care expenses.
  • Employer-paid short- 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) with employer matching, optional Roth 401(k), and a pension plan.
  • Adoption assistance.
  • Tuition reimbursement.
  • Employee Assistance Program.
  • Pet insurance.
  • Banking services benefits and financial planning assistance.
  • Part-time employees working 20 or more hours per week are eligible for medical, dental, vision, voluntary benefits, and paid parental leave as described in the posting.
  • All part-time employees are eligible for retirement plans (pension eligibility requires 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.
  • The company describes generous time-off policies, wellness initiatives, flexible work arrangements, development programs, competitive compensation, and performance-based incentives.
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