Part time Relationship Banker I

Capital Bank; Latham (NY); On-site; USD 25,000 - 39,000; Part time

Job summary

Capital Bank in Latham, NY is seeking a Part-time Relationship Banker I to deliver exceptional customer service and build lasting client relationships. The role handles deposits, withdrawals, loan payments, and account openings while ensuring accuracy and security.

You will leverage needs-based tools to recommend solutions, support new staff, and contribute to the branch’s sales goals. The position combines customer service with banking operations, offering opportunities for growth within a

Qualifications

• One year of experience in banking or customer service preferred.
• Proficient analytical and mathematical skills plus reading/writing skills.
• Proficient communication, interpersonal and sales skills.
• Basic computer skills including Outlook, Word and Excel.

Responsibilities

• Provides exceptional customer service and builds client relationships.
• Performs routine and some complex transactions, balances cash drawer and guards against fraud.
• Maintains and services bank equipment like ATMs and Night Drops.
• Uses needs-based assessment tools to analyze customer needs and recommends suitable solutions.
• Opens deposit accounts and loan applications following procedures; follows up to deepen relationships.
• Participates in branch meetings and coaching sessions; supports training of new staff.

Skills

Customer service

Sales skills

Communication

Analytical skills

Mathematical skills

Education

High School Diploma or equivalent with business emphasis

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Part time Relationship Banker I

Part-time Benefits Part-Time Clerical Latham, Latham, NY, US

4 days ago Requisition ID: 2420

Salary Range: $18.00 To $28.00 Hourly

Build your future with us.

At the heart of our success is a team of passionate, skilled, and dedicated individuals. We’re on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth.

As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn’t just something we do—it’s who we are. It’s our way of saying thank you to the people who make this region an incredible place to live, work, and grow.

Interested in making a difference while building a rewarding career?

Together, we build something amazing—and we support you with benefits such as:

• Profit Sharing/401K Plan
• Tuition Reimbursement
• Paid time off
• Employee Assistance Program

…and more!

Job Title: Relationship Banker I

Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services.

• Accurately processes routine and complex transactions for branch customers, including deposits, withdrawals, and loan payment processing while balancing a cash drawer and safeguarding against fraud.
• Assists with the maintenance and servicing of bank equipment such as ATMs, and Night Drops.
• Researches customer inquiries, orders checks/debit cards, returns phone calls, and other customer originated service needs with the intent of enhancing customer retention and uncovering additional sales opportunities.
• Confidently uses needs-based assessment tools (Client Relationship Worksheet) in a conversational manner to analyze and uncover customer needs. Recommends and sells appropriate solutions both in person and over the phone.
• Opens deposit accounts, inputs and follows through with loan applications following operations and regulatory requirements; opens all types of personal accounts and prepares related documentation; follows up with clients after new accounts are opened to deepen the relationship.
• Demonstrates a high level of courtesy and efficiency with customers, continuously exceeding expectations with servicing skills; maintains a strong understanding of industry trends and how they impact the customer.
• Proactively seeks ways to expand customer relationships in order to achieve individual and branch goals; maintains a working knowledge of the banks products and services.
• Actively participates in branch huddles, meetings, and one on one coaching sessions.
• Adheres to operational controls including but not limited to legal, corporate and regulatory procedures to ensure the safety and security of client bank assets.
• Assists with new staff member training and coaching; Performs on the job training and may serve as a backup trainer as needed.
• May direct workflow by assigning ancillary duties on the Teller line as needed.
• Maintains knowledge of all relevant rules and regulations.
• Conforms to General Performance Expectations as identified for all employees.

Qualifications/Requirements

• One year experience in a banking or customer service position preferred
• High School Diploma or equivalent with an emphasis in a business curriculum
• Demonstrated experience in banking and/or customer service
• Proficient analytical and mathematic skills, along with reading and writing skills
• Proficient communication, interpersonal and sales skills
• A comprehensive knowledge of operating policies and procedures which impact consumer services; A thorough knowledge of the features and benefits of company consumer products and services
• Basic computer skills, including Microsoft Outlook, Word and Excel
• Ability to lift up to 50 lbs. of coin
• Valid driver's license. Must be able to support multiple branch locations as needed

Salary Range $18 to $28 Hourly

Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.

Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.

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