Assistant Relationship Manager

Ballston Spa National Bank; Village of Ravena (NY); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Company-paid life insurance

Voluntary insurances

401(k) with company match

Pension plan

Tuition reimbursement

Generous paid time off

Job summary

Ballston Spa National Bank (BSNB) seeks an Assistant Relationship Manager for its Ravena Office to deliver excellent customer service, process routine to complex financial transactions, and support fraud detection and compliance. This role partners with the Relationship Manager to grow banking relationships and ensure smooth branch operations.

The ideal candidate will have an Associate's degree, 1–3 years in sales/service with cash handling, and strong computer skills.

Qualifications

• Associate's degree in business or related field is required.
• 1–3 years' experience in a sales/service role with cash handling is required.
• Supervisory experience is preferred; strong customer service is essential; proficient data entry and computer use.

Responsibilities

• Deliver high-quality customer experience and address customers' needs.
• Assist the Relationship Manager with daily branch operations and compliance tasks.
• Refer customers to other lines of business for additional products and services.
• Support achievement of branch sales goals and assist in coaching colleagues.

Skills

Customer service

Cash handling

Computer literacy

Education

Associate's degree in business or related field

Job description

Invest in your future at BSNB! BSNB is seeking an enthusiastic Assistant Relationship Manager to join our Ravena Office team. 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.

• medical
• dental
• vision
• company-paid life insurance
• voluntary insurances
• 401(k) plan with a company match
• pension plan
• 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.

• generous paid time off package
• 11 paid holidays
• work-life balance
• professional development

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.