Relationship Banking Associate

NBT BankJohnstown, NY
Onsite

About The Position

The Relationship Banking Associate is responsible for delivering high-quality customer service and responsiveness to ensure the fulfillment and satisfaction of both internal and external customers. This individual will efficiently and accurately process routine transactions and other related services in accordance with policy and procedures. A key part of the role involves identifying and referring sales opportunities to appropriate business partners to meet customer needs, through both in-person and telephone interactions. The Associate will also provide support for basic consumer deposit account opening as required.

Requirements

  • High School Diploma or Equivalent
  • Minimum one year experience in related banking positions or equivalent sales/customer service experience
  • Excellent listening & communication skills
  • Ability to approach, identify and have conversations with customers and identify needs and opportunities
  • Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills
  • Ability to function in a fast paced, ever-changing environment
  • Ability to work well with people as a team
  • Proficient computer skills

Responsibilities

  • Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures.
  • Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing.
  • Engages in referral and relationship management in accordance with established objectives and goals.
  • Provides support for new deposit account opening as required.
  • Will adhere to security measures and controls to minimize any potential losses to the company.
  • Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer.
  • Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary.
  • Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads.
  • Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness.
  • Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
  • Participates in community events that support efforts with the Community Reinvestment Act CRA.
  • Performs other duties as assigned and required.

Benefits

  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire (for Full-Time Employees).
  • Parental Leave: Six weeks of paid leave at 100% of your salary (for Full-Time Employees and Part-Time Employees Working 20+ Hours/Week).
  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants (for Full-Time Employees and Part-Time Employees Working 20+ Hours/Week).
  • Dental and Vision Coverage: Ensuring your overall health and well-being (for Full-Time Employees and Part-Time Employees Working 20+ Hours/Week).
  • Flexible Spending Accounts: For healthcare and dependent care expenses (for Full-Time Employees).
  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage (for Full-Time Employees).
  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage (for Full-Time Employees).
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage (for Full-Time Employees and Part-Time Employees Working 20+ Hours/Week).
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future (for Full-Time Employees).
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future (for All Part-Time Employees).
  • Adoption Assistance: Supporting your growing family (for Full-Time Employees).
  • Tuition Reimbursement: Invest in your education and career growth (for Full-Time Employees).
  • Employee Assistance Program (EAP): Access to support and resources (for Full-Time Employees and All Part-Time Employees).
  • Pet Insurance: For all your furry friends (for Full-Time Employees).
  • Financial and Banking Services: Various banking services benefits and financial planning assistance (for Full-Time Employees and All Part-Time Employees).
  • Paid Sick and Safe Leave: For your health and safety (for All Part-Time Employees).
  • Competitive salary and bonuses (for eligible employees).
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