Relationship Banker - Capital East Region #2
About The Position
Broadview aims to deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. This role serves as a subject matter expert for members, creating an outstanding member experience by resolving service needs and delivering expertise in financial services. The Relationship Banker will be assigned to the Patroon Creek Branch but will also support other branches within the Capital East Region #2, including Slingerlands, Western, and Glenmont Branch locations. The position involves advocating for members, attracting new retail and business members, fostering deeper relationships, and supporting the branch in growing a profitable book of business.
Requirements
- One to two years of branch banking experience
- Passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions
- Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint
- Ability to multi-task to meet or exceed minimum performance standards
- Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills
- Flexibility to work out of any location at any time, as business needs dictate
- Ability to lift at least 10 pounds and stand for long periods of time
- Ability to operate in a rapidly changing dynamic environment
Nice To Haves
- Associate degree preferred, or combination of equivalent education and experience
- Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply
Responsibilities
- Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals
- Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach
- Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution
- Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals
- Build new relationships through Community/Foundation involvement and existing member referrals
- Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members
- Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance
- Demonstrate vigilance in detecting and reporting fraud or irregular activities
- Ensure compliance with all applicable policies, procedures, and regulatory guidelines
- Achievement of goals and objectives provided by management
Benefits
- competitive benefits package
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
