Relationship Banking Associate

NBT Bancorp•Angola, NY

About The Position

The Relationship Banking Associate delivers high-quality customer service and responsiveness to internal and external customers. The role processes routine transactions and related services accurately and efficiently in accordance with policies and procedures, identifies and refers sales opportunities to appropriate business partners, and supports basic consumer deposit account opening as needed. Customer interactions may take place in person or by telephone. The position also performs administrative duties, maintains records, prepares forms and reports, balances the daily vault, and follows security measures to minimize potential losses. The associate engages customers in consultative conversations, handles customer issues and complaints, and participates in community events supporting Community Reinvestment Act efforts. Other duties may be assigned as required.

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 balancing the daily vault.
Engage in referral and relationship management in accordance with established objectives and goals.
Support new deposit account opening as required.
Follow security measures and controls to minimize potential losses to the company.
Identify customer opportunities through interactive, consultative conversations and assess and address customer needs.
Provide customer services, including basic deposit account opening, and refer customers to appropriate business partners when necessary.
Conduct sales and service calls to existing and potential customers to meet needs and prospect for new sales leads.
Take ownership of customer issues and complaints, resolving them responsively and enlisting additional support when needed.
Participate in community events supporting 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) with employer matching, optional Roth 401(k), and a pension plan.
Adoption assistance.
Tuition reimbursement.
Employee Assistance Program.
Pet insurance.
Banking services benefits and financial planning assistance.
For part-time employees working 20 or more hours per week: medical, dental and vision coverage, voluntary benefits, and six weeks of paid parental leave.
For all part-time employees: retirement plans, including 401(k) with employer matching and an optional Roth 401(k); pension plan eligibility for employees working at least 1,000 hours in a calendar year; paid sick and safe leave; Employee Assistance Program; and banking services benefits and financial planning assistance.
Wellness initiatives and flexible work arrangements are described as part of the company's wellbeing offering.