Relationship Banker - Capital Central Region #2
About The Position
Broadview FCU is hiring a Relationship Banker assigned to its Altamont Branch, with support responsibilities across the Capital Central Region #2 branches, including Central Ave, Wolf Road, Guilderland, and Headquarters. The role delivers high-quality member service by engaging members in conversations, reviewing their full financial profiles, and recommending appropriate solutions to meet their financial needs. The banker serves as a subject matter expert, resolves member service needs, and provides expertise in financial services. The position also supports new and existing member relationships, branch business growth, community involvement, service-channel education, and compliance.
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.
- Have 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.
- 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 and identify ways to improve their experience and help them achieve their financial goals.
- Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach.
- Deliver accurate, exceptional member service and operational excellence, including resolving problems and complaints.
- Support branch growth and a profitable book of business while working toward individual, team, and corporate goals.
- Build relationships through Community/Foundation involvement and referrals from existing members.
- Promote, explain, and demonstrate the service channels available to members.
- Participate in ongoing coaching, job shadowing, mentoring, and training to develop and improve performance.
- Detect and report fraud or irregular activity.
- Comply with applicable policies, procedures, and regulatory guidelines.
- Achieve goals and objectives provided by management.
Benefits
- Competitive benefits package
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What This Job Offers
Job Type
Full-time
Education Level
Associate degree
