Relationship Banking Associate

NBT Bank•Pittsfield, MA
•$19 - $22

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, efficiently, and in accordance with policies and procedures. It identifies and refers sales opportunities to appropriate business partners or lines of business, in person or by telephone, and provides support for basic consumer deposit account opening as required. The associate performs teller and account-servicing transactions, administrative duties, recordkeeping, form and report preparation, and daily vault balancing. The role supports relationship management and referrals, consults with customers to identify and address needs, makes sales and service calls, resolves customer issues, and helps ensure timely customer fulfillment and satisfaction. The associate also participates in community events supporting the Community Reinvestment Act (CRA) and performs other assigned duties.

Requirements

  • High school diploma or equivalent.
  • At least one year of experience in a related banking position or equivalent sales/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 general 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 vault daily.
  • Engage in referrals and relationship management in accordance with established objectives and goals.
  • Provide support for opening new deposit accounts as required.
  • Follow security measures and controls to minimize potential company losses.
  • Use interactive, consultative conversations to identify customer opportunities 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 existing needs and prospect for new sales leads.
  • Take ownership of customer issues and complaints and provide responsive, timely resolution, enlisting additional support when needed.
  • Participate in community events supporting efforts under the Community Reinvestment Act (CRA).
  • 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 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 (EAP).
  • Pet insurance.
  • Financial and banking services benefits and financial planning assistance.
  • For part-time employees working 20 or more hours per week: medical coverage with employer HSA contributions for High Deductible Health Plan participants, dental and vision coverage, voluntary hospital, accident, and critical illness coverage, and six weeks of paid parental leave at 100% of salary.
  • For all part-time employees: 401(k) with employer matching, optional Roth 401(k), and pension plan for employees who work at least 1,000 hours in a calendar year; paid sick and safe leave; Employee Assistance Program (EAP); and financial and banking services benefits and financial planning assistance.
  • Wellness initiatives and flexible work arrangements are mentioned as part of the company's wellbeing support.
  • Development programs and tools for career growth.
  • Competitive compensation and performance-based incentives.
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