Relationship Banking Associate

NBT Bancorp•South Burlington, VT

About The Position

The Relationship Banking Associate delivers high-quality customer service and responsiveness to support internal and external customer fulfillment and satisfaction. 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 over the telephone. The associate performs routine and non-routine teller transactions and account servicing, administrative duties, recordkeeping, form and report preparation, and daily vault balancing. The role also involves consultative customer conversations, sales and service calls, resolving customer issues, supporting community events related to the Community Reinvestment Act, and following security measures to minimize potential company losses.

Requirements

  • High school diploma or equivalent.
  • At least one year of experience in related banking positions or equivalent sales/customer service experience.
  • Excellent listening and communication skills.
  • Ability to approach customers, identify needs and opportunities, and engage in conversations.
  • 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 associated 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 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.
  • Identify customer needs and opportunities through interactive, consultative conversations.
  • Conduct sales and service calls to existing and potential customers to meet customer needs and prospect for new sales leads.
  • Take ownership of resolving customer issues and complaints, ensuring responsive and timely fulfillment and customer satisfaction.
  • Follow security measures and controls to minimize potential losses to the company.
  • 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- 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.
  • Part-time employees working 20 or more hours per week are eligible for medical, dental, vision, voluntary benefits, and paid parental leave as described in the posting.
  • All part-time employees are eligible for paid sick and safe leave, Employee Assistance Program, and banking and financial planning benefits; retirement plan eligibility includes the stated 1,000-hours-per-calendar-year condition for the pension.
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