Relationship Banker

Jobtailor; Latham (NY); On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor in New York is seeking a Relationship Banker to advocate for members, attract and deepen relationships, and deliver outstanding service across branches. You will support building a profitable book of business and participate in community involvement while ensuring compliance with policies.

The role requires notary licensing within 6 months, 1–2 years of branch banking, and proficiency in Word/Excel, with strong communication and interpersonal skills.

Qualifications

• Associate degree preferred or equivalent education and experience.
• 1–2 years of branch banking experience.
• Maintain Notary Public License within 6 months of training completion.
• Proficient in Word and Excel.
• Ability to multi-task to meet performance standards.
• Effective verbal, written, and listening communication skills.
• Strong interpersonal skills with flexibility for location needs.
• Ability to lift at least 10 pounds and stand for long periods.

Responsibilities

• Advocate for members and seek ways to enhance their experience.
• Attract new retail and business members and deepen relationships with existing members.
• Deliver exceptional member service.
• Support the branch in growing a profitable book of business.
• Build relationships through Community/Foundation involvement.
• Increase awareness of all service channels available to members.
• Participate in coaching, shadowing, mentoring, and training.
• Detect and report fraud or irregular activities and ensure policy compliance.

Skills

Customer service

Relationship building

Verbal communication

Written communication

Interpersonal skills

Multi-tasking

Attention to detail

Education

Associate degree preferred

Notary Public License (within 6 months)

Tools

Microsoft Word

Microsoft Excel

Job description

• Advocate for members, seeking ways to enhance members’ experience
• Attract new retail and business members while fostering deeper relationships with existing members
• Prioritize the delivery of exceptional member service
• Support the branch in growing a profitable book of business
• Build new relationships through Community/Foundation involvement
• Create greater awareness of all service channels members can utilize
• Participate in ongoing coaching, job shadowing, mentoring, and training
• Demonstrate vigilance in detecting and reporting fraud or irregular activities
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines

Requirements

• Associate degree preferred, or combination of equivalent education and experience
• 1 to 2 years of branch banking experience
• Maintain Notary Public License (within 6 months of completion of Relationship Banker Training)
• Proficient in Microsoft Word and Excel
• Ability to multi-task to meet or exceed minimum performance standards
• Effective verbal, written, and listening communication skills
• Strong interpersonal skills
• Flexibility to work out of any location as business needs dictate
• Ability to lift at least 10 pounds and stand for long periods

Core Competencies

Demonstrates strong member advocacy and relationship-building skills while ensuring compliance with regulatory guidelines. Proficient in delivering exceptional member service and effectively communicating with diverse audiences.