Relationship Banking Associate

NBT Bancorp•Tonawanda, NY

About The Position

The Relationship Banking Associate delivers responsive, high-quality service to internal and external customers and processes routine transactions and related services accurately and efficiently according to policies and procedures. The associate identifies customer needs and sales opportunities, referring customers to appropriate business partners or lines of business. Customer interactions may take place in person or by telephone. The role also supports basic consumer deposit account opening as required. The position includes routine and non-routine teller transactions, customer and account servicing, administrative work, records and reports, daily vault balancing, referral and relationship management, and adherence to security controls. The associate consults with customers to assess and address their needs, follows up with existing and potential customers, and takes ownership of resolving customer issues. The role also includes participation in community events supporting the Community Reinvestment Act and other duties as assigned. NBT describes a supportive culture focused on employee wellbeing, community involvement, career development, total rewards, and business stability. Benefits vary by employment status and hours worked. Full-time employees are offered paid time off, parental leave, medical, dental and vision coverage, flexible spending accounts, disability and life insurance, voluntary coverage, retirement plans, adoption assistance, tuition reimbursement, an employee assistance program, pet insurance, and financial and banking services. Part-time employee benefits are also described in the posting. Applicants must be authorized to work for any employer in the United States. The employer is unable to sponsor or assume sponsorship of an employment visa at this time.

Requirements

  • High school diploma or equivalent.
  • At least one year of experience in related banking positions or equivalent sales or 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, 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 perform customer and account servicing 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 referrals and relationship management in accordance with established objectives and goals.
  • Provide support for basic consumer deposit account opening as required.
  • Follow 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.
  • Refer customers to appropriate business partners when necessary.
  • 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 responsively and enlisting additional support when needed.
  • Participate in community events supporting Community Reinvestment Act efforts.
  • Perform other duties as assigned and required.

Benefits

  • Full-time employees: at least 22 days of paid time off annually, 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- 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.
  • Part-time employees working 20 or more hours per week: medical coverage, dental and vision coverage, voluntary benefits, and six weeks of paid parental leave at 100% of salary.
  • All part-time employees: 401(k) with employer matching, optional Roth 401(k), and pension plan for employees working at least 1,000 hours in a calendar year; paid sick and safe leave; EAP; and banking services benefits and financial planning assistance.
  • The company describes generous time-off policies, wellness initiatives, flexible work arrangements, development programs and tools, competitive compensation, and performance-based incentives.
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