Relationship Banking Associate

NBT Bancorp•Rome, 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. The associate identifies customer needs and refers sales opportunities to the appropriate business partner or line of business, interacting with customers in person or by telephone. The role also supports basic consumer deposit account opening as required. The associate handles teller transactions and account servicing, administrative work, recordkeeping, forms and reports, and daily vault balancing. The position includes customer outreach and consultative conversations, sales and service calls, issue resolution, referrals, and participation in community events supporting the Community Reinvestment Act. The associate follows security measures and controls to minimize potential company losses.

Requirements

  • High school diploma or equivalent.
  • Minimum 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 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 objects weighing up to 20 pounds.

Responsibilities

  • Process routine and non-routine teller transactions and customer and account servicing duties accurately and efficiently according to policy and procedures.
  • Perform administrative duties, including maintaining records, preparing forms and reports, and daily vault balancing.
  • Manage referrals and customer relationships in accordance with established objectives and goals.
  • Support new deposit account opening as required.
  • Follow security measures and controls to minimize potential losses to the company.
  • Identify customer needs and opportunities through interactive, consultative conversations and provide appropriate services or referrals to business partners.
  • Conduct sales and service calls to existing and potential customers to meet existing needs and prospect for new sales leads.
  • Take ownership of customer issues and complaints, resolving them directly or enlisting support to ensure timely, responsive service and customer satisfaction.
  • Participate in community events supporting the Community Reinvestment Act.
  • 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) 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 with eligible HSA contributions, dental and vision coverage, voluntary benefits, and six weeks of paid parental leave at 100% of salary.
  • For all part-time employees: 401(k) with employer matching, optional Roth 401(k), pension plan for employees working at least 1,000 hours in a calendar year, paid sick and safe leave, Employee Assistance Program, and banking services benefits and financial planning assistance.
  • Wellness initiatives and flexible work arrangements are mentioned as part of the company's wellbeing offering.
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