Relationship Banker III

USALLIANCE Financial•Napanoch, NY

15h•$23 - $29

About The Position

USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker III is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and service standards by offering products and services to improve our members’ financial position. Represent USALLIANCE in the community and form lasting relationships with our members and partners. You will have teller like responsibilities and personal banker like responsibilities, acting as a universal banker.

Requirements

4+ years of financial service industry experience required
Proven leadership abilities.
Able to manage multiple priorities and possess a strong understanding of branch processes, policies, and procedures.
Strong sales background.
Must have a positive “can do” attitude and high energy level.
High level attention to detail.
Strong customer service orientation.
Excellent communications skills.
Aptitude to comprehend numbers & calculations.
Must obtain Notary within 6-12 months in position.

Nice To Haves

1+ year of head banker/supervisor/management experience preferred, but not required
Associate or bachelor’s degree preferred.
Bilingual (English/Spanish) is a plus.

Responsibilities

Promptly and accurately perform member transactions and requests, via in person and on the phone, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking, and submitting new membership and loan applications.
Maintains a proficient level of knowledge of Credit Union products, services, policies, and procedures, including promotions and special offers, during member and employee interactions.
Coach team to provide sales and service excellence, provide supportive training and timely review of progress.
Offer additional support to our Call Center when needed.
Demonstrate working knowledge and understanding of the Credit Union’s sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction.
Maintain the privacy and confidentiality of Credit Union members and employee account and business information. Identify and communicate areas for continual improvement of business processes to support efficiency.
Become an ambassador of USALLIANCE by conducting business outreach/participate in branch, community, network and SEG events to explore new business opportunities and enhance existing partnerships.
Ensure CRM tool is being utilized appropriately and consistently.
Maintain and assume responsibility of the team to ensure that the branch is consistent in their daily, weekly, monthly functions.
Assist Branch Leaders with operational tasks as assigned including vault & ATM custodian, peer mentoring and training of new employees.
Identify and communicate areas for continual improvement of business processes to support efficiency.
Obtain Notary within first year in position.
Travel to other locations as needed.
Other duties as assigned.
All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.