Relationship Banker - Capital Northwest Region #1
About The Position
This role is responsible for delivering 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. The Relationship Banker will serve as a subject matter expert for members, creating an outstanding member experience by resolving member service needs and delivering expertise in financial services. This role will be assigned to the Clifton Park - Route 9 Branch but will support other branches within the Capital Northwest Region #1, including Malta Branch, Wilton, and Clifton Park-Park Ave Branch locations.
Requirements
- Associate degree preferred, or combination of equivalent education and experience
- 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
- Proficient in Microsoft Word and Excel
- Ability to multi-task to meet or exceed minimum performance standards
- Effective verbal, written and listening communication skills
- Strong interpersonal 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
Nice To Haves
- Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
- Ability to operate in a rapidly changing dynamic environment.
- Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.
- 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
Career Level
Mid Level
Education Level
Associate degree
