Relationship Banking Associate

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. They also provide support for basic consumer deposit account opening as required.

Responsibilities

• Processes routine transactions and 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 and 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 and adheres to security measures and controls to minimize potential losses.
• Identifies customer opportunities through interactive and consultative conversations to assess and address customer needs.
• Provides services including basic deposit account opening and refers customers to appropriate business partners when necessary.
• 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 enlists additional support as needed.
• Participates in community events supporting the Community Reinvestment Act (CRA).
• Performs other duties as assigned and required.

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 engage customers in conversations 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 part of 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, or squat as needed.
• Move objects up to a maximum of 20 lbs.

Benefits

For 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 benefits and financial planning assistance.

For Part-Time Employees Working 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.

For 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 benefits and financial planning assistance.

Pay

Pay Range: $18.50 - $20.81 per hour.

Why Work Here

• Wellbeing: Generous time-off policies, wellness initiatives, and flexible work arrangements.
• Community Involvement: Opportunities for volunteer service and charitable partnerships to make a positive impact beyond the workplace.
• Culture: A workplace where every voice matters, and every team member feels empowered, connected, inspired, and valued.
• Career Development: A wide variety of development programs and tools to help you reach your full potential, regardless of your career stage.
• Total Rewards: Competitive compensation, comprehensive benefits, and performance-based incentives.
• Business Stability: A stable financial institution with over 165 years of experience, evolving processes, and a well-defined growth plan.