Relationship Banker II

CHEMUNG CANAL TRUST COMPANY N A•Town of West Seneca, NY

7d•$23 - $27

About The Position

The Relationship Banker II provides exceptional service to new and established financial institution clients and supports the daily operation of the West Seneca branch. The role builds customer relationships by assessing needs, recommending and selling appropriate products and services, processing transactions, and identifying opportunities to deepen relationships. The banker supports small-business customers and may support branch-managed business when a branch manager is unavailable. The position also contributes to community outreach, branch goals, customer retention, operational security, and employee training.

Requirements

High school diploma or equivalent, with an emphasis in a business curriculum.
At least 2 years of banking experience or considerable relevant customer-service experience.
Proficient analytical, mathematical, reading, and writing skills.
Proficient communication, interpersonal, and sales skills.
Comprehensive knowledge of operating policies and procedures affecting consumer services.
Thorough knowledge of company consumer products and services, including their features and benefits.
Basic computer skills, including Microsoft Outlook, Word, and Excel.
Ability to lift up to 50 pounds of coin.
Ability to support multiple branch locations as needed.
Must obtain and maintain active NMLS registration.

Responsibilities

Engage in outbound calling and needs assessments to generate qualified referrals for other products, channels, and lines of business, and meet partner referral goals.
Obtain and maintain active NMLS registration and use a Lending Line.
Serve small-business customers as needed and sell to branch-managed business when no branch manager is available.
Process routine and complex customer transactions, including deposits, withdrawals, and loan payments; balance a cash drawer and guard against fraud.
Participate in community activities, career circles, committees, and networking events as appropriate, supporting community outreach and CRA goals and initiatives.
Assist with maintenance and servicing of ATMs, Night Drops, and Cash Advance Machines.
Research customer inquiries, order checks and debit cards, return phone calls, and address other customer service needs to support retention and identify sales opportunities.
Use needs-based assessment tools conversationally to understand customer needs and recommend and sell appropriate solutions in person and over the phone.
Open personal and business deposit accounts, input and follow through on loan applications, prepare related documentation, and follow up with clients after account opening.
Provide courteous, efficient service, exceed customer expectations, and maintain an understanding of industry trends and their impact on customers.
Proactively expand customer relationships and drive sales through service and product knowledge to achieve individual and branch goals.
Participate in branch huddles, meetings, and one-on-one coaching sessions.
Provide cross-training or on-the-job training to employees as required.
Follow legal, corporate, regulatory, and operational controls to protect client bank assets.
Conform to general performance expectations for all employees.