Lead Relationship Banker

Ballston Spa National Bank (BSNB); United States; On-site; USD 42,000 - 65,000; Full time

Job summary

Ballston Spa National Bank (BSNB) is seeking a Lead Relationship Banker to deliver exceptional service and build lasting customer relationships across the Capital Region. The role combines personalized guidance, banking product knowledge, and branch operations support to help the team meet service and business goals.

The position may require travel to other BSNB branch locations within the Capital Region, and Saturday availability is required as part of branch coverage and customer needs.

Qualifications

• Minimum of an Associate's Degree; Bachelor's Degree in Business or related field preferred.
• Prior experience in a sales and/or service-oriented environment required.
• Previous cash handling experience required.
• One to three years of experience in a customer-focused setting; banking experience preferred.
• Strong work ethic, attention to detail, and ability to multitask required.
• Demonstrated customer service, communication, and relationship-building skills.
• Ability to utilize computer systems and banking technology efficiently.

Responsibilities

• Assist customers with deposits, withdrawals, payments, account maintenance, and other banking transactions.
• Identify customer needs and recommend appropriate products and services to deepen relationships.
• Support daily operations and customer service initiatives as a branch resource.
• Assist with opening new accounts, renewing CDs, and servicing existing accounts.
• Resolve customer inquiries promptly while delivering exceptional service and support.
• Support branch sales, service, and operational objectives.
• Maintain knowledge of bank products, services, policies, and procedures.
• Ensure compliance with banking regulations, security procedures, and internal policies.

Skills

Customer service

Sales-minded

Relationship-building

Communication skills

Tech-savvy

Education

Associate's Degree

Bachelor's Degree preferred

Tools

Banking software

Job description

Invest in your future at BSNB!

We are seeking a Lead Relationship Banker to join our team and deliver exceptional service to customers throughout the Capital Region.

A DAY IN THE LIFE

As a Lead Relationship Banker , you'll assist customers with a variety of banking transactions while identifying opportunities to recommend products and services that fit their financial needs. You'll serve as a key resource within the branch, combining outstanding customer service with operational support responsibilities.

In this role, you will build and strengthen customer relationships by providing personalized guidance on banking products and services, while supporting branch operations and contributing to overall branch performance. The Lead Relationship Banker plays an important role in creating a positive customer experience and helping the team achieve service and business goals. This position may require travel to other branch locations throughout the Capital Region. Saturday availability is required.

ESSENTIAL DUTIES

• - Assist customers with deposits, withdrawals, payments, account maintenance, and other banking transactions.
• - Identify customer needs and recommend appropriate products and services to help deepen customer relationships.
• - Serve as a resource to branch team members by supporting daily operations and customer service initiatives.
• - Assist with opening new accounts, renewing certificates of deposit, and servicing existing customer accounts.
• - Resolve customer inquiries promptly while providing exceptional service and support.
• - Support branch sales, service, and operational objectives.
• - Maintain knowledge of bank products, services, policies, and procedures.
• - Ensure compliance with all banking regulations, security procedures, and internal policies.

QUALIFICATIONS

• - Successful candidates will have a minimum of an Associate's Degree; Bachelor's Degree in Business or a related field preferred.
• - Prior experience in a sales and/or service-oriented environment required.
• - Previous cash handling experience required.
• - One to three years of experience in a customer-focused setting; banking experience preferred.
• - Strong work ethic, attention to detail, and ability to multitask required.
• - Demonstrated customer service, communication, and relationship-building skills.
• - Ability to utilize computer systems and banking technology efficiently.

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 of 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 toward 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.