Relationship Banker - Capital Central Region #1

Broadview Federal Credit Union•Cohoes, NY

2d•Onsite

About The Position

The Relationship Banker serves as a subject matter expert for members, delivering a high-quality member service experience by engaging in conversation, reviewing members’ financial profiles, and recommending appropriate solutions. The role is assigned to the Cohoes Branch and supports branches across Capital Central Region #1, including Downtown All Albany Branches, Park South, and Latham Branch locations. The Relationship Banker helps members address service needs and provides financial-services expertise to benefit members.

Requirements

Associate degree preferred, or an equivalent combination of education and experience.
One to two years of branch banking experience.
Obtain and maintain a Notary Public License within six months of completing Relationship Banker Training, and maintain Signature Guarantee permissions.
Proficiency in Microsoft Word and Excel; 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.

Nice To Haves

Fluency in a second language in addition to English is strongly encouraged.

Responsibilities

Advocate for members by enhancing their experience and providing solutions that help them achieve financial goals.
Attract new retail and business members and foster deeper 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 of a profitable book of business and work toward individual, team, and corporate goals.
Build relationships through Community/Foundation involvement and referrals from existing members.
Promote, educate members about, and demonstrate available service channels.
Participate in coaching, job shadowing, mentoring, and training to develop and enhance performance.
Detect and report fraud or irregular activity.
Comply with applicable policies, procedures, and regulatory guidelines.
Achieve goals and objectives provided by management.