Roving Relationship Banker I

CHEMUNG CANAL TRUST COMPANY N A•Town of West Seneca, NY

26d•$21 - $24•Onsite

About The Position

The Roving Relationship Banker I delivers customer service and supports branch operations at the Williamsville and West Seneca offices. The role serves new and established financial institution clients through transactions, account servicing, product and service recommendations, and support with deposit and loan applications. The banker works to strengthen customer relationships, contribute to individual and branch goals, follow operational and regulatory requirements, and assist with training and workflow as needed.

Requirements

One year of experience in a banking or customer service position is preferred.
High school diploma or equivalent, with an emphasis in a business curriculum.
Demonstrated experience in banking and/or customer service.
Proficient analytical, mathematical, reading, and writing skills.
Proficient communication, interpersonal, and sales skills.
Comprehensive knowledge of operating policies and procedures that affect consumer services, and thorough knowledge of company consumer products and services.
Basic computer skills, including Microsoft Outlook, Word, and Excel.
Ability to lift up to 50 pounds of coin.
Valid driver's license and ability to support multiple branch locations as needed.

Nice To Haves

One year of experience in a banking or customer service position.

Responsibilities

Process routine and complex customer transactions, including deposits, withdrawals, and loan payments; balance a cash drawer and safeguard against fraud.
Assist with maintenance and servicing of bank equipment, such as ATMs and Night Drops.
Research customer inquiries, order checks and debit cards, return phone calls, and handle other customer service needs to support retention and identify sales opportunities.
Use needs-based assessment tools conversationally to uncover customer needs and recommend and sell appropriate solutions in person and over the phone.
Open personal deposit accounts, input and follow through on loan applications, prepare related documentation, and follow up with clients after accounts are opened.
Provide courteous and efficient service while maintaining awareness of industry trends that affect customers.
Seek opportunities to expand customer relationships and achieve individual and branch goals; maintain knowledge of bank products and services.
Participate in branch huddles, meetings, and individual coaching sessions.
Follow legal, corporate, regulatory, and operational controls to protect client assets.
Assist with training and coaching new staff, conduct on-the-job training, and serve as a backup trainer as needed.
Direct workflow by assigning ancillary Teller line duties when needed.
Maintain knowledge of relevant rules and regulations.
Meet general performance expectations for all employees.