Relationship Banker III

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

26d•$24 - $30

About The Position

The Relationship Banker III provides exceptional service to new and established financial institution clients, supports the daily operation of a branch, and builds customer relationships through needs-based product and service recommendations. The role contributes to individual and branch goals through sales leadership, outbound calling, referrals, account opening, transaction processing, and customer follow-up. This position also supports branch staff development and operations. It leads huddles and coaching sessions, assists with training and feedback, may complete performance reviews, manages staffing and operational reports, and serves as manager when the Branch Manager is absent. The Relationship Banker III maintains an active NMLS registration, uses a Lending Line, serves small business customers as needed, and participates in community activities that support outreach and CRA goals. The role follows applicable legal, corporate, regulatory, and operational controls to protect client assets.

Requirements

High school diploma or equivalent required.
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 the features and benefits of company consumer products and services.
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 is required to perform the stated role responsibility.

Nice To Haves

Business-related college courses preferred.

Responsibilities

Proactively expand customer relationships to achieve individual and branch goals, demonstrating sales leadership through service and product knowledge.
Make outbound calls and conduct needs assessments to generate qualified referrals and meet partner referral goals.
Assist in training, coaching, and motivating branch staff; provide timely, candid, constructive feedback and complete performance reviews when responsible for them.
Lead branch huddles, meetings, and one-on-one coaching sessions; develop branch staff and provide regular cross-training and on-the-job training.
Serve as manager in the Branch Manager’s absence.
Lead and manage branch staffing and retail and operational reports, and ensure staff complete required training.
Process routine and complex customer 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 conversationally to identify customer needs and recommend and sell appropriate solutions in person and over the phone.
Open personal and business deposit accounts, enter and follow through on loan applications, prepare related documentation, comply with operational and regulatory requirements, and follow up with clients after accounts are opened.
Provide courteous and efficient service, exceed customer expectations, and maintain an understanding of industry trends and their customer impact.
Obtain and maintain active NMLS registration and use a Lending Line.
Conduct effective business calls, with or without the Branch Manager.
Serve small business customers as needed and sell to branch-managed businesses when no Branch Manager is available.
Participate in community activities that may generate customer leads and support community outreach and CRA goals and initiatives.
Follow operational controls and legal, corporate, and regulatory procedures to protect client bank assets.
Conform to general performance expectations for all employees.