Relationship Banker - Capital Northwest Region #2

Broadview Federal Credit Union•Schenectady, NY

10d•$23 - $25

About The Position

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM Here at Broadview, we deliver 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. This role will be assigned to our Glenville Branch; however, you will support the branches within our Capital Northwest Region which includes our Amsterdam, Union Street and both Schenectady and Niskayuna Branch locations. WHAT YOU’LL DO 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

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