Customer-Driven Banking Associate: Service & Referrals

NBT Bank; Great Bend (PA); On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Paid Time Off 22 days+ (full-time)

Parental Leave (6 weeks)

Comprehensive Medical Coverage

Dental and Vision Coverage

Flexible Spending Accounts

Employer-Paid Disability Coverage

Life Insurance

Voluntary Benefits

401(k) with employer match

Adoption Assistance

Tuition Reimbursement

Employee Assistance Program

Pet Insurance

Financial planning assistance

Job summary

NBT Bank is seeking a Relationship Banking Associate in Pennsylvania (Great Bend) to deliver high-quality customer service and process routine transactions efficiently. The role includes identifying sales opportunities and referring customers to appropriate partners, as well as supporting basic deposit account openings.

The position requires a high school diploma and at least one year of related banking or sales/customer service experience.

Qualifications

• High School Diploma or Equivalent
• Minimum one year experience in related banking positions or equivalent sales/customer service experience

Responsibilities

• 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & 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. Will adhere to security measures and controls to minimize any potential losses to the company.
• 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
• 5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
• 5% Performs other duties as assigned and required.

Skills

Active listening

Consultative sales

Needs identification

Team work

Adaptability

Computer skills

Education

High School Diploma or Equivalent

Job description

NBT Bank is seeking a Relationship Banking Associate in Pennsylvania (Great Bend) to deliver high-quality customer service and process routine transactions efficiently. The role includes identifying sales opportunities and referring customers to appropriate partners, as well as supporting basic deposit account openings.

The position requires a high school diploma and at least one year of related banking or sales/customer service experience.