Relationship Banking Associate

NBT Bank•Fairport, NY

3d•$19 - $21

About The Position

The Relationship Banking Associate delivers high-quality customer service and responsiveness to fulfill the needs of internal and external customers. The associate processes routine and non-routine transactions and related account services accurately and efficiently in accordance with policy 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 role includes administrative duties such as maintaining records, preparing forms and reports, and balancing the daily vault. The associate works to understand customer needs, resolve issues and complaints, meet established referral and relationship-management objectives, and participate in community events supporting the Community Reinvestment Act. 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 about within or between locations and to bend, twist, crouch, and squat.
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 referrals and relationship management in accordance with established objectives and goals.
Support new deposit account opening as required and refer customers to appropriate business partners when needed.
Use interactive, consultative conversations to identify customer needs and opportunities.
Conduct sales and service calls to existing and potential customers to meet customer needs and prospect for sales leads.
Take ownership of customer issues and complaints and ensure timely resolution and customer satisfaction.
Adhere to security measures and controls to minimize potential losses to the company.
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 participants in the High Deductible Health Plan.
Dental and vision coverage.
Flexible spending accounts for healthcare and dependent care expenses.
Employer-paid short- 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, an optional Roth 401(k), and a pension plan.
Adoption assistance.
Tuition reimbursement.
Employee Assistance Program (EAP).
Pet insurance.
Banking-service benefits and financial-planning assistance.
Part-time employees working 20 or more hours per week are eligible for medical, dental, vision, voluntary benefits, and six weeks of paid parental leave.
All part-time employees are eligible for paid sick and safe leave; retirement plans are available to employees working at least 1,000 hours in a calendar year.