Relationship Banker - Buffalo (Western NY Region)

Broadview Federal Credit Union; Buffalo (NY); Sur place; USD 31 436 - 34 192; Plein temps

Résumé du poste

Broadview Federal Credit Union seeks a Relationship Banker to join our Western NY team. You will engage with members, review financial profiles, and propose solutions to meet their needs. The role supports branches across the Western NY Region and emphasizes exceptional service and accuracy.

You will build relationships, promote channels, and participate in ongoing coaching and training to elevate performance while meeting branch goals and corporate objectives.

Qualifications

• Associate degree preferred or equivalent education/experience.
• Notary Public License required within 6 months of training completion.
• Signature Guarantee permissions required.

Responsabilités

• Advocate for members and enhance their experience with solutions to meet financial goals.
• Attract new retail and business members and deepen relationships with existing members.
• Ensure exceptional member service with accuracy and operations excellence.
• Grow a profitable book of business in support of team and corporate goals.
• Build relationships through community involvement and referrals.
• Promote service channels through education and demonstrations.
• Participate in coaching, mentoring, and training to improve performance.
• Detect and report fraud or irregular activities.
• Ensure compliance with policies, procedures, and regulatory guidelines.
• Achieve management-provided goals.

Connaissances

Verbal communication

Written communication

Listening skills

Interpersonal skills

Formation

Associate degree or equivalent

Notary Public License

Signature Guarantee permissions

Outils

Microsoft Word

Microsoft Excel

PowerPoint

SharePoint

Description du poste

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!

ABOUT THE TEAM

Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.

This role will support the branches within our Western NY Region.

WHAT YOU'LL DO

• Advocate for members, seeking ways to enhance members' experience, providing solutions that help them achieve their financial goals.
• Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach.
• Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution.
• Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals.
• Build new relationships through Community/Foundation involvement and existing member referrals.
• Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members.
• Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance.
• Demonstrate vigilance in detecting and reporting fraud or irregular activities.
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines.
• Achievement of goals and objectives provided by management.

LET'S TALK IF YOU

• Have an Associate degree preferred, or combination of equivalent education and experience.
• Have one to two years of branch banking experience.
• Have passed and maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions.
• Are proficient in Microsoft Word and Excel.
• Have the ability to multi-task to meet or exceed minimum performance standards.
• Have effective verbal, written and listening communication skills.
• Have strong interpersonal skills.
• Have the flexibility to work out of any location at any time, as business needs dictate.
• Have the ability to lift at least 10 pounds and stand for long periods of time.

TO THRIVE AT BROADVIEW YOU NEED

• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
• To be able to operate in a rapidly changing dynamic environment.
• Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.

Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.

Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at [e-mail]