Relationship Banker II

Mascoma Bank • Town of Woodstock, NY

1d

About The Position

Join Mascoma Bank’s Retail Team as a Relationship Banker II and help improve clients’ financial well-being. The role is one of the first points of contact for customers, assisting with daily banking transactions and inquiries while providing exceptional customer service. It also provides opportunities to deliver an elevated level of service, including opening and closing accounts, promoting technology tools and resources, and discussing mortgage and lending options.

The position focuses on building customer relationships and helping customers understand products and services that make banking easier. The Relationship Banker II guides customers through account opening and application processes, explains mortgage and home equity products, and helps customers prepare to manage their finances. The role also requires protecting confidential records, following bank policies and procedures, and maintaining a helpful, friendly, positive approach to every customer interaction.

The job description is a general overview and is not a comprehensive list of all duties and responsibilities. Final candidates must successfully complete background and credit screenings in accordance with applicable laws and industry regulations. Mascoma Bank is an Equal Employment Opportunity and Affirmative Action employer and offers reasonable accommodations upon request.

Requirements

• 1–3 years of experience in retail banking.
• Knowledge of computers and strong typing skills.
• Strong written and verbal communication skills.
• Proficiency in problem-solving.
• Positive attitude and ability to work with people as part of a team.
• Flexibility in job schedules and work locations, including Saturday and early-morning drive-up hours.
• Professional appearance, grooming, and dress consistent with Mascoma Bank’s appearance policy.
• Ability to maintain the confidentiality and privacy of customer information.
• Successful completion of background and credit screenings for final candidates.

Nice To Haves

• College degree preferred.

Responsibilities

• Assist customers with daily banking needs, including deposits and withdrawals.
• Build and enhance customer relationships by resolving issues and identifying ways to improve customers’ financial lives.
• Explain how the bank’s products and services can support customers and make banking easier.
• Understand mortgage and home equity products and position them for customers through application and closing.
• Guide customers through account opening and application processes and help them set expectations for managing their finances.
• Provide a helpful, friendly, positive customer experience and take ownership of interactions, aiming for first-contact resolution.
• Maintain a neat and orderly work area and properly secure negotiable and confidential records.
• Understand and follow Mascoma Bank policies and procedures, including BSA/CIP and OFAC monitoring and reporting, security, operations, and personnel policies.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed