Relationship Banker - Capital Northwest Region #1

Broadview Federal Credit Union•Saratoga Springs, NY

2d•Hybrid

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 serves as a subject matter expert for members, creating an outstanding member experience by resolving member service needs and delivering expertise in financial services that benefit every member, every time, every day. This role will be assigned to the Wilton Branch but will support branches within the Capital Northwest Region #1, including the Malta Branch and both Clifton Park 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