Relationship Banking Associate

NBT BancorpSalisbury, CT

About The Position

The Relationship Banking Associate is responsible for delivering high-quality customer service and responsiveness to ensure the fulfillment and satisfaction of both internal and external customers. This individual will efficiently and accurately process routine transactions and other related services in accordance with policy and procedures. A key part of the role involves identifying and referring sales opportunities to appropriate business partners to meet customer needs, through in-person or telephone interactions. The associate will also provide support for basic consumer deposit account opening as required.

Requirements

  • High School Diploma or Equivalent
  • Minimum one year experience in related banking positions or equivalent sales/customer service experience
  • Excellent listening & communication skills
  • Ability to approach, identify and have conversations with customers and identify needs and opportunities
  • Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills
  • Ability to function in a fast paced, ever-changing environment
  • Ability to work well with people as a team
  • Proficient computer skills
  • Applicants must be authorized to work for any employer in the U.S.

Responsibilities

  • Process routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency, including but not limited to routine and non-routine teller transactions in accordance with policy and procedures.
  • Perform various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing.
  • Engage in referral and relationship management in accordance with established objectives and goals.
  • Provide support for new deposit account opening as required.
  • Adhere to security measures and controls to minimize any potential losses to the company.
  • Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer.
  • Provide services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary.
  • Conduct sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads.
  • Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness.
  • Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
  • Participate in community events that support efforts with the Community Reinvestment Act CRA.
  • Perform other duties as assigned and required.

Benefits

  • For Full-Time Employees:
  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
  • Parental Leave: Six weeks of paid leave at 100% of your salary.
  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage.
  • Flexible Spending Accounts: For healthcare and dependent care expenses.
  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
  • Adoption Assistance.
  • Tuition Reimbursement.
  • Employee Assistance Program (EAP).
  • Pet Insurance.
  • Financial and Banking Services: Various banking services benefits and financial planning assistance.
  • For Part-Time Employees Working 20+ Hours/Week:
  • Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage.
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.
  • Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
  • For All Part-Time Employees:
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future.
  • Paid Sick and Safe Leave: For your health and safety.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Financial and Banking Services: Various banking services benefits and financial planning assistance.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

501-1,000 employees

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