Relationship Banking Associate

NBT Bancorp•Carbondale, PA

About The Position

The Relationship Banking Associate delivers high-quality customer service and responsiveness to meet the needs of internal and external customers. The role processes routine and non-routine teller transactions and related account services accurately, efficiently, and in accordance with policies and procedures. The associate identifies customer needs and refers sales opportunities to the appropriate business partner or line of business, in person or by telephone, and supports basic consumer deposit account opening as needed. The role also includes administrative duties, referral and relationship management, sales and service calls, resolving customer issues, participating in community events that support the Community Reinvestment Act, and adhering to security controls intended to minimize potential losses. The position requires effective communication with customers, movement within or between locations, and the ability to move objects weighing up to 20 pounds.

Requirements

  • High school diploma or equivalent.
  • At least one year of experience in a related banking position or equivalent sales or customer service experience.
  • Excellent listening and communication skills.
  • Ability to approach customers, identify needs and opportunities, and have conversations with them.
  • Organizational, interpersonal, and customer relations skills, including problem-solving and decision-making skills.
  • Ability to function in a fast-paced, ever-changing environment.
  • Ability to work well with people as part of a team.
  • Proficient computer skills.
  • Ability to communicate effectively with internal and/or external customers.
  • Ability to move objects weighing up to 20 pounds.

Responsibilities

  • Process routine and non-routine teller transactions and related customer and account servicing duties accurately and efficiently in accordance with policies and procedures.
  • Perform administrative duties, including maintaining records, preparing forms and reports, and daily vault balancing.
  • Engage in referral and relationship management in accordance with established objectives and goals.
  • Support new deposit account opening as required.
  • Adhere to security measures and controls to minimize potential losses to the company.
  • Use interactive, consultative conversations to identify customer opportunities and assess and address customer needs.
  • Provide basic deposit account opening services and refer customers to appropriate business partners when necessary.
  • Conduct sales and service calls to existing and potential customers to meet existing needs and prospect for new sales leads.
  • Take ownership of customer issues and complaints, resolving them responsively and obtaining additional support when needed.
  • Participate in community events that support Community Reinvestment Act efforts.
  • Perform other duties as assigned and required.

Benefits

  • At least 22 days of paid time off annually for full-time employees, prorated in the year of hire.
  • Six weeks of paid parental leave at 100% of salary.
  • Medical coverage, including employer HSA contributions for eligible high-deductible health plan participants.
  • Dental and vision coverage.
  • Flexible spending accounts for healthcare and dependent-care expenses.
  • Employer-paid short-term and long-term disability coverage, with an option to purchase additional long-term coverage.
  • Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary hospital, accident, and critical illness coverage.
  • 401(k) plan with employer matching, optional Roth 401(k), and pension plan.
  • Adoption assistance.
  • Tuition reimbursement.
  • Employee Assistance Program.
  • Pet insurance.
  • Banking-service benefits and financial planning assistance.
  • For part-time employees working 20 or more hours per week: medical coverage, dental and vision coverage, voluntary hospital, accident, and critical illness coverage, and six weeks of paid parental leave.
  • For all part-time employees: paid sick and safe leave; Employee Assistance Program; banking-service benefits and financial planning assistance; and access to retirement plans, including an employer-matched 401(k), optional Roth 401(k), and pension for employees working at least 1,000 hours in a calendar year.
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