Relationship Banking Associate
NBT Bank · Cortland, NY · 1 mo ago
Finance$18.5–$20.81/hrFull-time
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.
Responsibilities
- Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures.
- Performs various administrative duties as assigned including maintaining records, preparing a variety of 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 any potential losses to the company.
- Identifies customer opportunities through interactive and consultative conversations to assess and address the needs of the customer.
- Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary.
- Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to 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 to handle the customer's need in a timely manner.
- Participates in community events that support efforts with the Community Reinvestment Act (CRA).
Requirements
Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience.
Skills and Abilities
- Excellent listening & communication skills
- Ability to approach, identify and have 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
Benefits
At NBT, we offer:
- 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.
Business Stability
We have built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.