Relationship Banker II

Capital Bank; City of Albany (NY); Híbrido; USD 25 000 - 39 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401k 6% Match

Tuition Reimbursement

11 paid holidays per year

Employee Assistance Program

Resumo da oferta

Capital Bank in Albany seeks a Relationship Banker II to deliver exceptional customer service, cross-sell products, and manage cash transactions. You will build client relationships, open accounts, and assist with loan applications while ensuring regulatory compliance.

The role requires banking experience, strong communication, and leadership capabilities, with a community-focused mindset and multi-branch flexibility.

Qualificações

• High School Diploma or equivalent required; business courses preferred.
• Minimum of 3 years’ banking or customer service experience.
• Strong communication, interpersonal and sales abilities.
• Basic computer skills including Outlook, Word and Excel.
• Ability to lift up to 50 lbs. and support multiple branch locations.

Responsabilidades

• Provide exceptional customer service and cross-sell products and services.
• Proactively seek opportunities to expand customer relationships and meet branch goals.
• Conduct outbound calls and assess customer needs to generate referrals.
• Lead branch huddles, coach staff, and provide feedback and performance reviews.
• Process deposits, withdrawals, loan payments, and account openings accurately.

Conhecimentos

Analytical skills

Sales skills

Communication

Customer service

Formação académica

High School Diploma

Ferramentas

Microsoft Outlook

Microsoft Word

Microsoft Excel

Descrição da oferta de emprego

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.

Relationship Banker II

Regular Full-Time Albany, NY, US

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:

• 401k 6% Match
• Tuition Reimbursement
• 11 paid holidays per year
• Employee Assistance Program

…and more!

Job Tittle: Relationship Banker II

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

• Proactively seeks ways to expand customer relationships in order to achieve individual and branch goals; displays sales leadership and drives sales through service and knowledge.
• Engages in outbound calling and needs assessment to generate qualified referrals for alternate products, channels and other lines of business. Meets specific partner referral goals.
• Actively assists in training, coaching and motivating the branch staff. May be responsible for providing employees with timely, candid, and constructive feedback, as well as completing performance reviews.
• Actively leads branch huddles, meetings, and one on one coaching sessions. Responsible for developing branch staff. Serves as manager in the absence of the Branch Manager. Provides cross training/on the job training to employees on a regular basis.
• Leads and manages branch staffing, retail and operational reports, and ensures all staff complete required training.
• 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, Night Drops, and Cash Advance Machines.
• 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 business and 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.
• Obtains and maintains an active NMLS registration; possesses and utilizes a Lending Line.
• Completes effective business calls with or without the Branch Manager.
• Service Small Business Customers as needed and sell to branch managed business when no branch manager is available.
• Actively participates in community activities that may generate new customer leads and supports the organization’s overall Community Outreach and CRA goals and initiatives.
• Adheres to operational controls including but not limited to legal, corporate and regulatory procedures to ensure the safety and security of client bank assets.
• Conforms to General Performance Expectations as identified for all employees.

Qualifications/Requirements:

• High School Diploma or equivalent required. Business related college courses preferred.
• A minimum of 3 years’ experience in banking or considerable relevant customer service experience
• 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
• Must be able to support multiple branch locations as needed

Salary Range $17 to $26.50 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