Relationship Banker - Capital Central Region #2
About The Position
Broadview FCU’s Relationship Banker delivers a high-quality member service experience by engaging members in conversation, reviewing their financial profiles, and recommending appropriate solutions. The role serves as a subject matter expert, resolves member service needs, and provides financial services expertise. The position is assigned to the Wolf Road Branch and also supports branches in Capital Central Region #2: Central Ave, Guilderland, Altamont, and the Headquarters' Branch. The Relationship Banker advocates for members, develops retail and business relationships, supports branch business goals, promotes service channels, and maintains operational and regulatory standards. The role includes ongoing coaching, job shadowing, mentoring, and training. Starting compensation is $22.82–$24.82 per hour, plus a competitive benefits package.
Requirements
- One to two years of branch banking experience.
- Associate degree preferred, or an equivalent combination of education and experience.
- Obtain and maintain a Notary Public License within six months of completing Relationship Banker Training.
- Obtain Signature Guarantee permissions.
- Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
- Ability to multitask to meet or exceed minimum performance standards.
- Effective verbal, written, listening, and auditory communication skills.
- Strong interpersonal and interaction skills.
- Flexibility to work at any location at any time as business needs dictate.
- Ability to lift at least 10 pounds and stand for long periods.
- Ability to operate in a rapidly changing, dynamic environment.
Nice To Haves
- Fluency in a second language in addition to English; bilingual individuals are highly encouraged to apply.
Responsibilities
- Advocate for members by looking for ways to enhance their experience and offering solutions that help them achieve financial goals.
- Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach.
- Deliver exceptional member service with accuracy and operational excellence, including resolving problems and complaints.
- Support branch growth and a profitable book of business to achieve individual, team, and corporate goals.
- Build relationships through community and foundation involvement and referrals from existing members.
- Promote, educate members about, and demonstrate available service channels.
- Participate in ongoing coaching, job shadowing, mentoring, and training.
- Detect and report fraud or irregular activities.
- Comply with applicable policies, procedures, and regulatory guidelines.
- Achieve goals and objectives provided by management.
Benefits
- Competitive benefits package
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
Associate degree
