Customer-Centric Banking & Lending Advisor

NBT; Town of Irondequoit (NY); In loco; USD 25.000 - 32.000; Tempo pieno

Vantaggi offerti da questo lavoro

Generous PTO

Parental Leave

Medical Coverage

Dental and Vision

401(k)

Descrizione del lavoro

NBT is seeking a Relationship Banker to deliver high-quality customer service and consultative banking. You will handle moderate to complex transactions, open and process new deposit accounts, and educate customers on products and services.

The role involves in-person or phone interactions in a fast-paced financial environment. You will identify customer needs, refer appropriate products, and work toward sales and service goals while maintaining accuracy and compliance.

Competenze

• High School Diploma or Equivalent required.
• 1 year+ banking experience preferred.
• Customer service and lending experience preferred.

Mansioni

• Process daily transactions with accuracy and efficiency.
• Provide consultative customer service and referrals to meet customer needs.
• Handle deposit accounts and consumer lending transactions.
• Support branch and market goals and participate in training as needed.

Conoscenze

Customer service

Data entry

Credit reports

Cross-selling

Lending knowledge

Communication skills

Problem solving

Teamwork

Computer skills

Formazione

High School Diploma or Equivalent

Minimum one year experience in related banking positions preferred

Previous customer service, sales and consumer lending experience preferred

Strumenti

Decision Pro

Loan-to-Value calculations

Debt-to-Income calculations

Credit reports

Banking systems

Descrizione del lavoro

NBT is seeking a Relationship Banker to deliver high-quality customer service and consultative banking. You will handle moderate to complex transactions, open and process new deposit accounts, and educate customers on products and services.

The role involves in-person or phone interactions in a fast-paced financial environment. You will identify customer needs, refer appropriate products, and work toward sales and service goals while maintaining accuracy and compliance.