Relationship Banker - Colonie

Arrow Bank NA•Town of Colonie, NY

2d•$21 - $25•Onsite

About The Position

The Relationship Banker at the Colonie office serves as a dedicated financial guide, building long-term customer loyalty through proactive, consultative service. The role moves between teller-line support and platform interactions, assessing customer needs and providing tailored financial solutions. Through purposeful outreach and customer conversations, the Relationship Banker identifies opportunities for additional products and services and makes referrals to internal partners. As an experienced team resource, the Relationship Banker mentors colleagues and handles complex customer inquiries and transactions that may require higher approval. The position may act in place of the Assistant Branch Manager or Branch Manager when appropriate to maintain operational continuity.

Requirements

Associate’s degree or equivalent required.
Ability to achieve NMLS certification and Signature Guarantee certification.
Strong understanding of products and services and demonstrated ability to grow customer relationships through sales results.
Strong written and verbal communication skills in English, including the ability to communicate clearly, professionally, and confidently with customers, internal partners, management, and other stakeholders.
Commitment to high-quality customer service with a courteous, patient, and professional demeanor.
Excellent attention to detail, active listening, and problem-solving skills; ability to follow procedures and assess customer needs creatively.
Interpersonal and leadership skills, including ability to provide on-the-spot coaching and guidance to team members.
Ability to manage multiple tasks while remaining aware of surroundings and priorities.
Sound judgment, discretion, confidentiality, and integrity when handling confidential information.
Proficiency in Microsoft Office applications, including Word, Outlook, and Excel, and ability to learn and use department-specific systems and software.
Ability to remain stationary, often standing, for prolonged periods.
Ability to use a telephone, computer mouse, and keyboard repetitively for extended periods.
Ability to move, lift, and carry cash bags, coin boxes, and branch equipment weighing up to 30 pounds.
Ability to travel by car, public transportation, or other reasonable means.

Nice To Haves

Three years of experience in banking, customer service, cash handling, or retail sales.
Bilingual ability.

Responsibilities

Process transactions accurately, follow cash-handling procedures, balance the cash drawer, adhere to cash limits, and buy or sell currency from the vault.
Handle incoming customer service calls using knowledge of company operations, products, services, and programs.
Answer account and banking questions, including those about interest rates, service charges, and account histories, while complying with disclosure requirements, regulations, and privacy policies.
Prevent and detect fraud by identifying counterfeit currency and monetary instruments, verifying customer identity, and following check-cashing and dual-control procedures.
Protect customer and company resources by following security requirements and branch opening and closing protocols.
Build branch growth through customer needs assessments, identifying product and service opportunities, and referring customers to internal business partners.
Open and close customer accounts, take loan applications, complete debit card disputes and domestic or international wire transfers, and order debit cards as appropriate.
Mentor Banker I, Banker II, and Head Banker colleagues and provide subject-matter expertise on complex platform transactions and customer service inquiries that may require higher approval.
Work with branch colleagues and internal partners to research and resolve customer concerns and support relationship retention.
Maintain current knowledge of and follow company policies, procedures, and applicable federal regulations, including consumer protection laws governing loan origination.
Travel as needed to maintain client relationships and support business objectives.
Work a rotational Saturday schedule to provide branch support.