Relationship Banker Associate

NBT Bancorp•Great Barrington, MA

About The Position

The Relationship Banking Associate delivers high-quality customer service and responsiveness to support the satisfaction of internal and external customers. The role processes routine transactions and related customer services accurately and efficiently according to company policies and procedures, identifies and refers sales opportunities to appropriate business partners, and provides support for basic consumer deposit account opening as needed. Customer interactions may take place in person or over the telephone. The associate also handles customer and account servicing, administrative duties, referral and relationship management, security controls, customer issue resolution, and sales and service calls. The role may include participation in community events supporting the Community Reinvestment Act.

Requirements

  • High school diploma or equivalent.
  • At least one year of experience in related banking positions or equivalent sales/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, ever-changing environment.
  • Ability to work well with people as part of a team.
  • Proficient computer skills.
  • Ability to communicate effectively with internal and/or external customers.
  • Ability to move objects weighing up to 20 pounds.

Responsibilities

  • Process routine and non-routine teller transactions and associated customer and account servicing duties accurately and efficiently in accordance with policies and procedures.
  • Perform administrative duties, including maintaining records, preparing forms and reports, and daily vault balancing.
  • Engage in referral and relationship management in accordance with established objectives and goals.
  • Provide support for new deposit account opening as required.
  • Follow security measures and controls to minimize potential losses to the company.
  • Identify customer opportunities through interactive, consultative conversations to assess and address customer needs.
  • Provide basic deposit account opening services and refer customers to appropriate business partners when necessary.
  • Conduct sales and service calls to existing and potential customers to meet existing customer needs and prospect for new sales leads.
  • Take ownership of customer issues and complaints, resolving them responsively and enlisting additional support when needed.
  • 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 the 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 pension plan.
  • Adoption assistance.
  • Tuition reimbursement.
  • Employee Assistance Program.
  • Pet insurance.
  • Banking services benefits and financial planning assistance.
  • For part-time employees working 20 or more hours per week: medical coverage, dental and vision coverage, voluntary hospital, accident, and critical illness coverage, and six weeks of paid parental leave at 100% of salary.
  • For all part-time employees: 401(k) with employer matching, optional Roth 401(k), and pension plan for employees working 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 noted as part of the company's wellbeing support.
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