Relationship Banking Associate

NBT Bancorp•Grand Gorge, NY

11d

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 and efficiently, in accordance with policies and procedures. The associate identifies and refers sales opportunities to appropriate business partners or lines of business and supports basic consumer deposit account opening as required. Customer interactions may take place in person or by telephone. The position also performs administrative and customer/account servicing duties, supports relationship management and sales efforts, resolves customer issues, participates in community events supporting the Community Reinvestment Act, and follows security measures and controls to minimize potential company losses.

Requirements

High school diploma or equivalent.
Minimum 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 have customer 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.

Responsibilities

Process routine and non-routine teller transactions and related 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.
Follow security measures and controls to minimize potential losses to the company.
Identify customer needs and opportunities through interactive, consultative conversations.
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 meet existing needs and prospect for new sales leads.
Take ownership of customer issues and complaints and resolve them responsively, enlisting additional support as 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 participants in the High Deductible Health Plan.
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.
Pet insurance.
Banking services benefits and financial planning assistance.
Part-time employees working 20 or more hours per week are eligible for medical coverage with employer HSA contributions for High Deductible Health Plan participants, dental and vision coverage, voluntary benefits, and paid parental leave.
All part-time employees are eligible for a 401(k) with employer matching, optional Roth 401(k), and 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.
Wellness initiatives and flexible work arrangements.