Relationship Banking Associate

NBT Bank•New Berlin, NY

1d•$19 - $21

About The Position

The Relationship Banking Associate delivers high-quality customer service and responsiveness to internal and external customers. The role processes routine and non-routine transactions and related account services accurately and efficiently in accordance with policy and procedures. It also identifies customer needs and sales opportunities through in-person or telephone conversations, referring customers to appropriate business partners and supporting basic consumer deposit account opening as required. The associate performs administrative duties such as maintaining records, preparing forms and reports, and daily vault balancing; manages customer relationships and referrals; makes sales and service calls; and takes ownership of customer issues to support timely resolution and satisfaction. The position 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 engage in conversations.
Organizational, interpersonal, and customer relations skills, including problem-solving and decision-making.
Ability to function in a fast-paced, changing environment.
Ability to work well with people as part of a team.
Proficient computer skills.

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 daily vault balancing.
Engage in referral and relationship management in accordance with established objectives and goals.
Support new deposit account opening as required.
Adhere to 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 needed.
Conduct sales and service calls to existing and potential customers to meet customer needs and prospect for new sales leads.
Take ownership of customer issues and complaints, resolving them or enlisting additional support in a timely manner.
Participate in community events that support Community Reinvestment Act (CRA) 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) with employer matching, optional Roth 401(k), and a pension plan.
Adoption assistance.
Tuition reimbursement.
Employee Assistance Program (EAP).
Pet insurance.
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 benefits, and six weeks of paid parental leave.
For all part-time employees: retirement plans subject to the stated eligibility requirements, paid sick and safe leave, Employee Assistance Program (EAP), and banking services benefits and financial planning assistance.
Wellness initiatives and flexible work arrangements.