Relationship Banker III

Chemung Canal Trust Com•Town of Bethlehem, NY

70d•$20 - $31

About The Position

The Relationship Banker III provides exceptional service to new and existing financial institution clients, supports branch sales goals through relationship-building and cross-selling, and processes customer transactions. The role includes coaching and developing branch employees, supporting branch operations and staffing, and serving as manager when the Branch Manager is absent. The banker also opens and services personal and business accounts, supports loan applications, handles customer inquiries, and participates in community outreach. The position may require support across multiple branch locations.

Requirements

High school diploma or equivalent.
At least 3 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.
Active NMLS registration must be obtained and maintained.

Nice To Haves

Business-related college courses.

Responsibilities

Expand customer relationships and achieve individual and branch goals through sales leadership, service, and product knowledge.
Make outbound calls, assess customer needs, generate qualified referrals, and meet partner referral goals.
Assist with training, coaching, and motivating branch staff; provide feedback and complete performance reviews when responsible.
Lead branch huddles, meetings, and one-on-one coaching sessions; develop staff and provide regular cross-training and on-the-job training.
Serve as manager in the Branch Manager’s absence.
Manage branch staffing, retail and operational reports, and completion of required staff training.
Process routine and complex transactions, including deposits, withdrawals, and loan payments; balance a cash drawer and safeguard against fraud.
Assist with maintaining and servicing ATMs, Night Drops, and Cash Advance Machines.
Research customer inquiries, order checks and debit cards, return calls, and address other customer service needs to support retention and identify sales opportunities.
Use needs-based assessment tools to identify customer needs and recommend and sell suitable solutions in person and by phone.
Open personal and business deposit accounts, prepare related documentation, process and follow up on loan applications, and follow up with clients after account opening.
Provide courteous and efficient service, exceed customer expectations, and maintain awareness of industry trends affecting customers.
Obtain and maintain an active NMLS registration and use a Lending Line.
Complete business calls with or without the Branch Manager.
Serve small business customers as needed and sell to branch-managed businesses when a Branch Manager is unavailable.
Participate in community activities that may generate customer leads and support community outreach and CRA goals and initiatives.
Follow legal, corporate, regulatory, and other operational controls to protect client bank assets.
Conform to general performance expectations for all employees.