Relationship Manager

Ballston Spa National Bank•Town of Coeymans, NY
•$54,080 - $73,000

About The Position

BSNB is seeking an enthusiastic Relationship Manager to provide client services and operational leadership within a branch. The role is accountable for growing market share through customer and employee satisfaction. The Relationship Manager coaches, motivates, and trains branch employees in referrals, bank products, the client experience, and customer excellence; manages staffing and staff development; handles complex service issues; and ensures security, audit, and compliance procedures are followed according to bank policy. The Relationship Manager serves as a primary client service provider, reviews product needs, cross-sells appropriate bank products, and makes referrals to other lines of business. The role also facilitates complex banking transactions, identifies opportunities to expand customer relationships, meets branch sales goals, supports staff through coaching and timely performance feedback, and participates in community activities to build relationships with clients and potential clients. BSNB offers a compensation and benefits package that includes medical, dental, and vision coverage; company-paid life insurance; voluntary insurance; a 401(k) plan with company match; a pension plan; tuition reimbursement; paid time off; and 11 paid holidays. The bank also emphasizes work-life balance and professional development.

Requirements

  • Associate's degree in business or a related field required.
  • Two to three years of experience in banking or a related management position.
  • Proven sales and leadership abilities.
  • Demonstrated organizational skills.
  • Computer proficiency.

Nice To Haves

  • Bachelor's degree preferred.
  • Additional supervisory experience preferred.

Responsibilities

  • Serve as a primary service provider and review clients’ product needs.
  • Cross-sell appropriate bank products and refer clients to other lines of business to meet branch goals.
  • Facilitate complex banking transactions and identify opportunities to expand existing customer relationships.
  • Meet established branch sales goals.
  • Provide leadership through coaching, training, and mentoring branch staff, including timely ongoing performance feedback.
  • Create a positive working environment focused on customer service and team development.
  • Manage branch staffing and motivate employees.
  • Handle complex service issues.
  • Ensure security, audit, and compliance procedures are followed according to bank policy.
  • Participate in community activities to network with clients and potential clients.
  • Ensure compliance with laws and regulations governing financial institutions.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Company-paid life insurance
  • Voluntary insurance
  • 401(k) plan with company match
  • Pension plan
  • Tuition reimbursement
  • Paid time off
  • 11 paid holidays
  • Professional development
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