Relationship Banker II

USALLIANCE Financial•Napanoch, NY

34d•$22 - $27

About The Position

USALLIANCE Financial’s Relationship Banker II delivers exceptional member experiences by applying the credit union’s sales and service standards and offering products and services intended to improve members’ financial positions. The role combines teller and personal banker responsibilities as a universal banker, represents USALLIANCE in the community, and builds lasting relationships with members and partners. The position also supports the Call Center when needed, travels to other branch locations as needed, and assists with vault and ATM custody.

Requirements

At least 2–3 years of sales experience in a retail or financial environment.
At least 1 year of cash handling experience.
Strong analytical, organizational, and communication skills.
Ability to work independently and cooperatively with credit union team members and departments.
Strong active-listening skills.
High school diploma or equivalent.
Ability to remain standing in a stationary position for 50% of the time and walk in the branch for 50% of the time.
Ability to move items weighing up to 25 pounds to and from vaults and ATMs.
Ability to bend and kneel often to maintain vaults and ATMs.
High tolerance for computer screen time and bright overhead lights.
Ability to regularly operate computers and other core office machinery.
Ability to communicate in person, by phone, and through chat features.

Nice To Haves

Previous banking and/or contact center experience.

Responsibilities

Promptly and accurately handle member transactions and requests in person and by phone, including balance inquiries, deposits, withdrawals, transfers, loan payments, online and mobile banking setup, and submission of membership and loan applications.
Maintain satisfactory knowledge of credit union products, services, policies, procedures, promotions, and special offers when interacting with members and employees.
Provide support to the Call Center when needed.
Apply the credit union’s sales and service standards and cross-sell products and services during every eligible member interaction.
Protect the privacy and confidentiality of member and employee account and business information.
Identify and communicate opportunities to improve business processes and efficiency.
Participate in branch outreach, local community events, and SEG events as a USALLIANCE ambassador.
Travel to other branch locations as needed.
Assist with vault and ATM custodian duties.
Work Saturdays.
Adhere to standard BSA/AML policies, procedures, and processes, and demonstrate awareness of how business decisions affect financial and non-financial results.