Relationship Banker - Capital Central Region #2
About The Position
The Relationship Banker serves members at Broadview FCU by engaging in conversations, reviewing members’ financial profiles, and recommending suitable solutions to meet their financial needs. The role focuses on delivering excellent member service, resolving service needs, and providing expertise in financial services. The position is assigned to the Altamont Branch and supports other branches in Capital Central Region #2, including Central Ave, Wolf Road, Guilderland, and the Headquarters' Branch. The banker advocates for members, develops relationships with retail and business members, supports branch and corporate goals, promotes service channels, and follows applicable policies and regulatory requirements. The role also includes coaching and training activities and vigilance in detecting and reporting fraud or irregular activity.
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.
- Maintain Signature Guarantee permissions.
- Proficiency in Microsoft Word and Excel; proficiency in Microsoft Office Suite, including PowerPoint and SharePoint.
- Ability to multitask to meet or exceed minimum performance standards.
- Effective verbal, written, listening, and interpersonal communication skills.
- Flexibility to work at any location at any time as business needs dictate.
- Ability to lift at least 10 pounds and stand for long periods.
- Ability to work in a rapidly changing, dynamic environment.
Nice To Haves
- Fluency in a second language in addition to English; bilingual applicants are highly encouraged to apply.
Responsibilities
- Advocate for members and identify ways to improve their experience by providing solutions that support their financial goals.
- Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach.
- Deliver accurate, exceptional member service and operational excellence, including resolving problems and complaints.
- Help grow a profitable branch 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.
- Detect and report fraud or irregular activities.
- Comply with applicable policies, procedures, and regulatory guidelines.
- Achieve goals and objectives provided by management.
Benefits
- Competitive benefits package.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
