Senior Relationship Banker

NBT BankGreat Barrington, MA
$22 - $29Onsite

About The Position

The role of the Senior Relationship Banker is to provide quality consultative customer service to ensure customers needs are met. They will be responsible for the accurate and efficient opening and processing of all new deposit account types and all consumer and business banking transactions. This individual will have a thorough understanding of the customer's banking needs of both consumer and business customers and will educate, refer and cross-sell the appropriate products and services that meet the needs of both prospective and existing customers. 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).

Requirements

  • High School Diploma or Equivalent
  • Minimum two years' experience in related banking positions preferred
  • Previous customer service, sales, consumer, and business lending experience preferred
  • Experience demonstrating leadership skills
  • Proficient reading, writing, communication and mathematical skills
  • Knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports
  • Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems
  • Ability to approach, identify, and have in-depth 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
  • Requires the ability to obtain or have NMLS Certification under the terms of the S. A. F. E. Act of 2008
  • 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.

Nice To Haves

  • Minimum two years' experience in related banking positions
  • Previous customer service, sales, consumer, and business lending experience
  • Experience demonstrating leadership skills

Responsibilities

  • Provide quality consultative customer service to ensure customer needs are met.
  • Accurately and efficiently open and process all new deposit account types and all consumer and business banking transactions.
  • Understand customer banking needs (consumer and business) and educate, refer, and cross-sell appropriate products and services.
  • Identify and refer sales opportunities to the appropriate business partner or line of business.
  • Administer the delivery of quality customer service with internal and external customers.
  • Ensure adequate branch coverage, adherence to deadlines, and efficient service.
  • Process daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency.
  • Perform various administrative duties including maintaining records, preparing forms and reports, and daily vault balancing.
  • Ensure all bank policies, procedures, code of conduct, and regulatory guidelines are followed.
  • Provide necessary system overrides and oversight of the branch as required.
  • Adhere to security measures and controls to minimize potential losses.
  • Participate in community events supporting the Community Reinvestment Act (CRA).
  • Provide guidance and conduct 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.
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