Relationship Banker - Northwest Region #1

Broadview Federal Credit Union•Saratoga Springs, NY

1d•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. This role will be assigned to the Wilton Branch but will support branches within the Northwest Region #1, including Clifton Park and Malta branches.

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 and 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.