Relationship Banking Associate

NBT Bancorp•Whitesboro, NY

About The Position

The Relationship Banking Associate delivers high-quality customer service and responsiveness to support internal and external customers. The role processes routine transactions and related services accurately and efficiently according to policies and procedures, identifies customer needs and refers sales opportunities to appropriate business partners, and provides support for basic consumer deposit account opening as required. Customer interactions may take place in person or by telephone. The role also performs administrative duties, maintains records, prepares forms and reports, balances the daily vault, follows security controls to minimize potential losses, and participates in community events supporting Community Reinvestment Act efforts. The position includes customer service, relationship management, sales and service calls, and resolving customer issues. Physical activities include communicating with customers, moving about locations, bending, twisting, crouching, squatting, and moving objects up to 20 pounds.

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 their 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.
Applicants must be authorized to work for any employer in the United States; visa sponsorship is not available.

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 daily vault.
Engage in referrals and relationship management in accordance with established objectives and goals.
Provide support for new deposit account opening as required.
Adhere to security measures and controls to minimize potential losses to the company.
Use interactive, consultative conversations to identify customer opportunities and assess and address customer needs.
Provide customer services, including basic deposit account opening, and refer customers to appropriate business partners when necessary.
Conduct sales and service calls to existing and potential customers to address needs and prospect new sales leads.
Take ownership of customer issues and complaints, resolving them responsively and enlisting additional support when needed.
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) with employer matching, optional Roth 401(k), and a 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 coverage, dental and vision coverage, voluntary benefits, and paid parental leave.
All part-time employees are eligible for 401(k) with employer matching, an optional Roth 401(k), and a pension plan if they work 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.