Relationship Banker - Capital East Region #2
About The Position
This role will be assigned to our Patroon Creek Branch; however, you will support the branches within our Capital East Region #2 which includes our Slingerlands, Western, and Glenmont Branch locations. The team delivers 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. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.
Requirements
- Have an Associate degree preferred, or combination of equivalent education and experience
- Have one to two years of branch banking experience
- Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions
- Are Proficient in Microsoft Word and Excel
- Have the ability to multi-task to meet or exceed minimum performance standards
- Have effective verbal, written and listening communication skills
- Have strong interpersonal skills
- Have the flexibility to work out of any location at any time, as business needs dictate
- Have the 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.
- To be able 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
