Relationship Banking Associate

Pay Range: $18.50 - $20.81

About the role

The Relationship Banking Associate delivers high-quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This role involves efficient and timely processing of routine transactions and related services accurately in accordance with policy and procedures. The associate identifies and refers sales opportunities to appropriate business partners or lines of business to fulfill customer needs, interacting in person or over the telephone. The role also provides 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 (65% of time). Performs various administrative duties such as maintaining records, preparing forms and reports, and daily vault balancing.
• Engages in referral and relationship management in accordance with established objectives and goals.
• Identifies customer opportunities through interactive and consultative conversations to assess and address customer needs (25% of time). Provides services including basic deposit account opening and referring customers to appropriate business partners. Conducts sales and service calls to existing and potential customers to ensure needs are met and to prospect new sales leads.
• Resolves customer issues and complaints while delivering a high level of responsiveness. Ensures fulfillment and customer satisfaction through direct personal action and additional support as needed.
• Participates in community events supporting the Community Reinvestment Act (CRA) (5% of time).
• Performs other duties as assigned and required (5% of time).

Requirements

• High School Diploma or Equivalent.
• Minimum one year of experience in related banking positions or equivalent sales/customer service experience.

Skills

• Excellent listening and communication skills.
• Ability to approach, identify, and have conversations with customers to uncover needs and opportunities.
• Strong organizational, interpersonal, and customer relations skills, including problem-solving and decision-making.
• Ability to function in a fast-paced, ever-changing environment.
• Ability to work well with people as a team.
• Proficient computer skills.

Physical Requirements

• Communicate effectively with internal and/or external customers.
• Stationary 50% of the time.
• Move about within or between locations.
• Bend, twist, crouch, squat.
• Move objects up to 20 lbs.

Why Work Here

At NBT, we empower people to grow, innovate, and thrive through meaningful work, a supportive culture, and opportunities to make a real impact in your community. Your success drives our success.

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% of your salary.
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage.
• 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: 401(k) plan 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: Various banking services benefits and financial planning assistance.

Part-Time Employees (20+ Hours/Week)

• Medical Coverage: Includes employer contributions to HSA 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% of your salary.

All Part-Time Employees

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