Relationship Banking Associate

NBT Bank•Endicott, NY

17h•Onsite

About The Position

The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will 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
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Responsibilities

Processes daily 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, daily vault balancing and completion of the branch audit.
Will adhere to security measures and controls to minimize any potential losses to the company.
Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able to deliver viable solutions for the customer.
Engages in referral and relationship management in accordance with established objectives and goals.
Provides services to customers, including but not limited to all types of deposit account opening, consumer lending transactions and referring customers to the appropriate business partners when necessary.
Has a working knowledge of lending, including the ability to discuss credit reports, credit scores, etc.
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 which may include providing guidance and conducting training for other employees.

Benefits

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
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.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Paid Sick and Safe Leave: For your health and safety.