Relationship Banker - Wynantskill

Pioneer Bank, National Association•Wynantskill, NY

6d•Onsite

About The Position

The Relationship Banker’s primary focus is to establish and deepen client relationships. You will build client advocates by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. You will actively participate in a dynamic team environment, contributing to the IMAGINE culture and working with colleagues towards individual and team goals. This position performs all phases of customer service with particular emphasis on delivering quality customer service and consultatively recommending bank products and services.

Requirements

High school diploma or GED required.
Must have friendly, professional disposition and good communications skills.
Excellent customer relations and communications skills.
Active and articulate promotion of Pioneer products and services.
Must be able to type accurately.
Must possess basic knowledge of the Bank's cash handling & security policies and procedures.
Ability to work cooperatively with colleagues in a team setting.
Ability to professionally represent Pioneer to outside business and/or customer contacts.

Nice To Haves

Minimum of 1-year cash handling experience and customer service experience preferred.
Minimum of 1-year customer service experience, recommending and referring products and services preferred.
Recommended to pass the NYS exam to become a Notary Public within 90 days of accepting position (Study for this exam is independent, but Pioneer will pay for the test.)

Responsibilities

Examines financial and personal information to develop a comprehensive understanding of customer needs and to educate customers on various products and services.
Explains key product features and benefits to deliver appropriate solutions for customer spending, saving, borrowing and investing needs.
Collaborates with business partners in Wealth, Premier, Business Banking, and Insurance to help customers with complex financial and business needs.
Prioritizes the delivery of exceptional client service with accuracy and operational excellence, including problem solving and complaint resolution, while leveraging business partners where appropriate.
Supports the branch by working to achieve individual and team goals through strong client relationships and team collaboration.
Responds to service requests and inquiries from customers in a timely manner, while emphasizing accuracy and informative follow-up.
Ensures that all activities adhere to compliance and operational standards. Assist with branch operational activities as directed by management.
Demonstrates vigilance in detecting and reporting fraudulent or irregular activities.
Performs teller duties when deemed necessary.
Assists Client Service Associates with performance of daily proof of transactions and cash.
Uses knowledge of Pioneer services to develop and/or refer potential customers to the appropriate business partner.
This position, if deemed floating, will require travel time throughout the branch network.
Performs other office duties as may be requested.