Relationship Banking Associate

NBT Bancorp•Fairport, NY

About The Position

The Relationship Banking Associate delivers high-quality, responsive service to internal and external customers. The role processes routine transactions and related services accurately, efficiently, and in accordance with policies and procedures; identifies and refers sales opportunities to the appropriate business partner or line of business; and supports basic consumer deposit account opening as needed. Customer interactions may take place in person or by telephone. The associate handles teller transactions and account servicing, administrative duties, recordkeeping, forms and reports, and daily vault balancing. The role also supports relationship management, consultative customer conversations, sales and service calls, customer issue resolution, and community events supporting the Community Reinvestment Act. The associate follows security measures and controls intended to minimize potential company losses.

Requirements

High school diploma or equivalent.
At least one year of experience in related banking positions 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, 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 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 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 company losses.
Identify customer needs and opportunities through interactive, consultative conversations and address those needs or refer customers to appropriate business partners.
Conduct sales and service calls to existing and potential customers to meet customer needs and develop sales leads.
Take ownership of customer issues and complaints, resolving them directly or enlisting support to provide timely service and satisfaction.
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 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 services benefits and financial planning assistance.
For part-time employees working 20 or more hours per week: medical coverage, dental and vision coverage, voluntary benefits, and six weeks of paid parental leave.
For all part-time employees: paid sick and safe leave; 401(k) with employer matching, optional Roth 401(k), and pension plan for employees working at least 1,000 hours in a calendar year; Employee Assistance Program; and banking services benefits and financial planning assistance.
NBT describes generous time-off policies, wellness initiatives, flexible work arrangements, development programs and tools, competitive compensation, and performance-based incentives.