Relationship Banker - Capital Central Region #2

Broadview Federal Credit Union•Altamont, NY

3d•$23 - $25

About The Position

Broadview FCU is hiring a Relationship Banker assigned to its Wolf Road Branch who will also support branches in Capital Central Region #2, including Central Ave, Guilderland, Altamont, and the Headquarters' Branch. The role delivers high-quality member service by engaging members in conversations, reviewing their full financial profiles, and recommending appropriate financial solutions. The Relationship Banker serves as a subject matter expert, resolves member service needs, and provides financial services expertise to create positive member experiences.

Requirements

One to two years of branch banking experience.
Associate degree preferred, or an equivalent combination of education and experience.
Pass 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.
Ability to multitask to meet or exceed minimum performance standards.
Effective verbal, written, and listening communication skills.
Strong interpersonal skills.
Flexibility to work at any location as business needs dictate.
Ability to lift at least 10 pounds and stand for long periods.
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
Ability to work in a rapidly changing, dynamic environment.
Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.

Nice To Haves

Fluency in a second language in addition to English is highly encouraged.
An Associate degree is preferred.

Responsibilities

Advocate for members and identify ways to improve their experience, offering solutions that support their financial goals.
Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach.
Deliver exceptional member service accurately and with operational excellence, including resolving problems and complaints.
Help the branch grow a profitable book of business and achieve individual, team, and corporate goals.
Build relationships through community and 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.