Assistant Relationship Manager

Ballston Spa National Bank; Village of Ballston Spa (NY); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

401(k) with company match

Pension plan

Tuition reimbursement

Paid time off

Holidays

Job summary

Ballston Spa National Bank (BSNB) seeks an enthusiastic Assistant Relationship Manager to join our Milton Crest Office. You will deliver a high-quality customer experience and process a range of financial transactions with a focus on detecting fraud and maintaining compliance.

You will support the Relationship Manager, assist with depository accounts and consumer lending, and help grow branch sales while coaching colleagues. AAssociate's degree and 1–3 years in sales/service are required.

Qualifications

• Associate's degree in business or related field required.
• 1–3 years in a sales/service-oriented position with cash handling experience.
• Supervisory experience preferred and demonstrated customer service skills.
• Ability to use computer to input and retrieve data.

Responsibilities

• Deliver high-quality customer experience and meet customers' needs.
• Process basic to complex financial service transactions accurately and efficiently.
• Identify opportunities of benefit and assist with depository accounts and lending.
• Serve as a referral source to other lines of business for needs and enhancements.
• Support the Relationship Manager and branch operations to ensure compliance and sales goals.

Skills

Customer service

Sales experience

Supervisory experience

Education

Associate's degree in business or related field

Tools

Computer skills

Job description

Invest in your future at BSNB! BSNB is seeking an enthusiastic Assistant Relationship Manager to join our Milton Crest Office. Join a nationally recognized bank and a capital region Best Place to Work!

A DAY IN THE LIFE

In this role, you will deliver high-quality customer experience ensuring the customers' needs are met. This role requires accurate and efficient processing of basic to complex financial service transactions with a top of mind focus on detecting and reporting fraud and irregular transactional activities. The Assistant Relationship Manager will take a consultative approach to identifying opportunities of benefit and will assist the customer in depository account opening, maintenance on deposit accounts, consumer lending and other bank ancillary products and services. This position will serve as a referral source to other lines of business for needs and enhancement. This position will support the Relationship Manager with day-to-day tasks to ensure the branch operates efficiently and remains in compliance with applicable regulatory requirements by adhering to policies and procedures. The Assistant Relationship Manager position will contribute and support the overall branch sales goal and will work closely to coach and develop branch colleagues.

QUALIFICATIONS

• Successful candidates will have an Associate's degree in business or related field required;
• One to three years' experience in a sales and/or service-oriented position and prior cash handling experience required;
• Prior supervisory experience preferred;
• Demonstrated excellent customer service skills required;
• Ability to use computer to input and retrieve data required.

OUR INVESTMENT IN YOU

BSNB offers a generous compensation and benefits package. This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a 401(k) plan with a company match and a pension plan, and tuition reimbursement.

We invest in you with a generous paid time off package along with 11 paid holidays. We believe providing a work-life balance is key to your success and investing in your professional development is an important aspect in your growth and satisfaction.

ABOUT BALLSTON SPA NATIONAL BANK

Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region. Thirteen full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority.

BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration.