Relationship Banking Associate

Pay

Pay Range: $18.50 - $20.81

About the role

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.

Responsibilities

• Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency, including routine and non‑routine teller transactions in accordance with policy and procedures.
• Performs various administrative duties such as maintaining records, preparing forms & reports, and daily vault balancing.
• Engages in referral and relationship management in accordance with established objectives and goals.
• Provides support for new deposit account opening as required.
• Adheres to security measures and controls to minimize potential losses to the company.
• Identifies customer opportunities through interactive and consultative conversations to assess and address customer needs.
• Provides services to customers, including basic deposit account opening and referring customers to appropriate business partners.
• Conducts sales and service calls to existing and potential customers to meet existing needs and prospect new sales leads.
• Takes ownership to resolve customer issues and complaints while delivering a high level of responsiveness.
• Ensures fulfillment and customer satisfaction through direct personal action and enlists additional support as needed.
• Participates in community events that support efforts with the Community Reinvestment Act (CRA).
• Performs other duties as assigned and required.

Requirements

• Education: High School Diploma or equivalent.
• Experience: Minimum one year in related banking positions or equivalent sales/customer service experience.
• Skills and Abilities:
  • Excellent listening and communication skills.
  • Ability to approach, identify, and have conversations with customers to identify needs and opportunities.
  • Organizational, interpersonal, and customer‑relations skills, including problem solving and decision‑making.
  • Ability to function in a fast‑paced, ever‑changing environment.
  • Team‑oriented work style.
  • Proficient computer skills.

Applicants must be authorized to work for any employer in the U.S.; the company cannot sponsor employment visas.

Physical Requirements

• Communicate effectively with internal and/or external customers.
• Stationary work approximately 50 % of the time.
• Move about within or between locations; bend, twist, crouch, squat.
• Lift/move objects up to 20 lb.

Benefits

Full‑Time Employees:

• Generous Paid Time Off: at least 22 days annually, prorated in the year of hire.
• Parental Leave: six weeks of paid leave at 100 % salary.
• Comprehensive Medical Coverage, including employer contributions to an HSA for High‑Deductible Health Plan participants.
• Dental and Vision Coverage.
• Flexible Spending Accounts for healthcare and dependent‑care expenses.
• Employer‑paid short‑term and long‑term disability coverage (optional additional long‑term coverage).
• Employer‑paid basic life insurance (optional supplemental coverage).
• Voluntary benefits such as hospital, accident, and critical‑illness coverage.
• Retirement plans: 401(k) with employer matching, optional Roth 401(k), and a pension plan.
• Adoption Assistance.
• Tuition Reimbursement.
• Employee Assistance Program (EAP).
• Pet Insurance.
• Financial and banking services benefits and financial planning assistance.

Part‑Time Employees (20 + hours/week):

• Medical coverage with employer HSA contributions for High‑Deductible Health Plan participants.
• Dental and Vision coverage.
• Voluntary benefits including hospital, accident, and critical‑illness coverage.
• Generous Parental Leave: six weeks of paid leave at 100 % salary.

All Part‑Time Employees:

• Retirement plans (401(k) with employer matching, optional Roth 401(k), and pension) for employees who work at least 1,000 hours per calendar year.
• Paid Sick and Safe Leave.
• Employee Assistance Program (EAP).
• Financial and banking services benefits and financial planning assistance.