Personal Banking Advisor

NBT; City of Rochester (NY); In loco; USD 25.000 - 32.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid Time Off

Health Insurance

401(k) Plan with match

Parental Leave

Tuition Reimbursement

Descrizione del lavoro

NBT Bank is hiring a Relationship Banker to deliver high-quality customer service and consultative support. The role involves processing moderate-to-complex transactions, opening deposits, and handling consumer lending activities in line with policy.

Education on NMLS prep is noted, with a focus on accurate, timely customer interactions. The position emphasizes problem solving, proficiency with basic lending metrics, and a proactive sales approach to meet customer needs while maintaining

Competenze

• Proficient reading, writing, communication and mathematical skills.
• Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports.
• Ability to identify and analyze situations and resolve issues.
• Ability to engage customers and identify needs and opportunities.
• Strong teamwork and customer relations skills; adaptable to a fast-paced environment.

Mansioni

• Process daily transactions and account servicing with high accuracy.
• Open and process new deposit accounts and consumer lending transactions.
• Educate customers and refer/cross-sell appropriate products and services.
• Conduct sales and service calls to meet customer needs and generate leads.
• Resolve customer issues with timely, responsive action.

Conoscenze

Customer service

Sales & cross-sell

Communications

Problem solving

Teamwork

Financial calculations

Credit reports analysis

Formazione

High School Diploma or equivalent

Strumenti

Decision Pro

Descrizione del lavoro

NBT Bank is hiring a Relationship Banker to deliver high-quality customer service and consultative support. The role involves processing moderate-to-complex transactions, opening deposits, and handling consumer lending activities in line with policy.

Education on NMLS prep is noted, with a focus on accurate, timely customer interactions. The position emphasizes problem solving, proficiency with basic lending metrics, and a proactive sales approach to meet customer needs while maintaining