Relationship Banker - Capital Northwest Region #2

Broadview Federal Credit Union; Amsterdam; Hybrid; EUR 27,000 - 29,000; Full time

Job summary

Broadview Federal Credit Union in Amsterdam is seeking a Relationship Banker to provide high-quality member service and grow the branch's book of business. You will advocate for members, review financial needs, and refer appropriate solutions while maintaining accuracy and compliance.

The role supports multiple branches within the Capital Northwest Region; relocation is not required, and flexible hours may be available.

Qualifications

• Associate degree preferred or combination of education and experience.
• One to two years of branch banking experience.
• Notary Public License and Signature Guarantee permissions (within 6 months).
• Proficient in Microsoft Word and Excel.

Responsibilities

• Advocate for members and enhance their experience with solutions.
• Attract new members and deepen relationships using a regional approach.
• Deliver exceptional service with accuracy, resolving issues promptly.
• Support branch growth and profitability to meet team goals.
• Build relationships through community involvement and referrals.
• Promote channels and educate members on service options.

Skills

Communication skills

Interpersonal skills

Multitasking

Education

Associate degree

Notary Public License

Signature Guarantee permissions

Tools

Microsoft Word

Microsoft Excel

PowerPoint

SharePoint

Job description

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!

About The Team

Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.

This role will be assigned to our Amsterdam Branch; however, you will support the branches within our Capital Northwest Region #2 which includes our Union Street Branch, Glenville Branch, both our Schenectady Branches and both our Niskayuna Branch locations.

What You’ll Do

• Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals
• Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach
• Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution
• Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals
• Build new relationships through Community/Foundation involvement and existing member referrals
• Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members
• Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance
• Demonstrate vigilance in detecting and reporting fraud or irregular activities
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines
• Achievement of goals and objectives provided by management

LET’S TALK IF YOU

• Have an Associate degree preferred, or combination of equivalent education and experience
• Have one to two years of branch banking experience
• Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions
• Are Proficient in Microsoft Word and Excel
• Have the ability to multi-task to meet or exceed minimum performance standards
• Have effective verbal, written and listening communication skills
• Have strong interpersonal skills
• Have the flexibility to work out of any location at any time, as business needs dictate
• Have the ability to lift at least 10 pounds and stand for long periods of time

TO THRIVE AT BROADVIEW YOU NEED

• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
• To be able to operate in a rapidly changing dynamic environment.
• Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.

Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.

Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at [e-mail]