Relationship Banking Associate

NBT Bank•Whitesboro, NY

3d•$19 - $21

About The Position

The Relationship Banking Associate provides responsive, high-quality service to internal and external customers and processes routine transactions and related account services accurately, efficiently, and in accordance with policy and procedures. The associate identifies customer needs through in-person and telephone conversations and refers sales opportunities to the appropriate business partner or line of business. The role also provides support for basic consumer deposit account opening as needed. The position includes routine and non-routine teller transactions, account servicing, administrative duties, record maintenance, preparation of forms and reports, daily vault balancing, relationship management, and sales and service calls. The associate helps resolve customer issues, supports community events related to the Community Reinvestment Act, and follows security measures and controls to minimize potential company losses.

Requirements

High school diploma or equivalent.
Minimum of 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 conduct 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.

Responsibilities

Process routine and non-routine teller transactions and customer and account servicing duties accurately and efficiently, following 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.
Provide support for new deposit account opening as required.
Identify customer needs and opportunities through interactive, consultative conversations and refer customers to appropriate business partners when necessary.
Conduct sales and service calls with existing and potential customers to meet customer needs and prospect for new sales leads.
Take ownership of customer issues and complaints, resolving them promptly and seeking additional support when needed.
Follow security measures and controls to minimize potential losses to the company.
Participate in community events that support 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.
For part-time employees working 20 or more hours per week: medical coverage with HSA contributions for eligible High Deductible Health Plan participants, 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 and optional Roth 401(k), and pension eligibility for employees who 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.