Relationship Banker III

Usalliance Financial; Napanoch (NY); On-site; USD 66,971,000 - 82,266,000; Full time

Benefits offered by this job

401K with 6% match

Paid Time Off

Wellness Time

Paid Federal holidays

Professional development opportunities

Mentorship from executive team

Collaborative work environment

High performance culture

Job summary

USALLIANCE Financial in Napanoch, NY seeks a Relationship Banker III to deliver exceptional member experiences as a universal banker with teller-like and personal banker responsibilities. The role requires handling transactions, promoting products, and driving sales while maintaining privacy and compliance.

The position offers growth, a competitive benefits package, and opportunities for community outreach. Notary within the first year is expected, with travel to other locations as needed.

Qualifications

• High school diploma or equivalent required.
• 4+ years of financial service industry experience required.
• 1+ year of head banker/supervisor/management experience preferred, but not required.
• Able to manage multiple priorities and possess a strong understanding of branch processes, policies, and procedures.
• Notary within 6-12 months in position.

Responsibilities

• Promptly and accurately perform member transactions and requests, via in person and on the phone, including deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking.
• Maintain knowledge of Credit Union products, services, policies, and procedures.
• Coach team to provide sales and service excellence and provide training.
• Offer additional support to the Call Center when needed.
• Demonstrate knowledge of CRM and cross-sell Credit Union products during member interactions.
• Maintain privacy and communicate areas for improvement of processes.
• Be an ambassador through branch/community events to explore new business opportunities.
• Ensure CRM tool is used consistently.
• Maintain and supervise daily, weekly, monthly branch duties.
• Travel to other locations as needed.
• Other duties as assigned.

Skills

Customer service

Leadership

Multitasking

Attention to detail

Bilingual English/Spanish

Education

High school diploma

Tools

CRM software

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.

Relationship Banker III

Full-time Regular Napanoch, NY, US

3 days ago Requisition ID: 1268

Salary Range: $23.43 To $28.71 Hourly

About Us:

At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. We are a unique members-first Credit Union Culture driven by our core Values: Trust, Collaboration, Achievement and Making a Difference. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment.Represent USALLIANCE in the community and form lasting relationships with our members and partners.

About this role:

USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker III is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and service standards by offering products and services to improve our members’ financial position. Represent USALLIANCE in the community and form lasting relationships with our members and partners. You will have teller like responsibilities and personal banker like responsibilities, acting as a universal banker.

Key Responsibilities:

• Promptly and accurately perform member transactions and requests, via in person and on the phone, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking, and submitting new membership and loan applications.
• Maintains a proficient level of knowledge of Credit Union products, services, policies, and procedures, including promotions and special offers, during member and employee interactions.
• Coach team to provide sales and service excellence, provide supportive training and timely review of progress.
• Offer additional support to our Call Center when needed.
• Demonstrate working knowledge and understanding of the Credit Union’s sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction.
• Maintain the privacy and confidentiality of Credit Union members and employee account and business information. Identify and communicate areas for continual improvement of business processes to support efficiency.
• Become an ambassador of USALLIANCE by conducting business outreach/participate in branch, community, network and SEG events to explore new business opportunities and enhance existing partnerships.
• Ensure CRM tool is being utilized appropriately and consistently.
• Maintain and assume responsibility of the team to ensure that the branch is consistent in their daily, weekly, monthly functions.
• Assist Branch Leaders with operational tasks as assigned including vault & AMT custodian, peer mentoring and training of new employees.
• Identify and communicate areas for continual improvement of business processes to support efficiency.
• Obtain Notary within first year in position.
• Travel to other locations as needed.
• Other duties as assigned.

Who you are:

• High school diploma or equivalent required.
• 4+ years of financial service industry experience required
• 1+ year of head banker/supervisor/management experience preferred, but not required
• Able to manage multiple priorities and possess a strong understanding of branch processes, policies, and procedures.
• Must have a positive “can do” attitude and high energy level.
• High level attention to detail.
• Excellent communications skills.
• Aptitude to comprehend numbers & calculations.
• Must obtain Notary within 6-12 months in position.
• Bilingual (English/Spanish) is a plus.

What We Offer:

• Competitive salary and benefits package including 401K with 6% match
• Paid Time Off, Wellness Time & Paid Federal holidays
• Opportunities for professional development and career growth with exposure to mentorship from the executive team.
• A collaborative and inclusive work environment
• High Performance Culture that specializes in training to sharpen and expand skills brought to USALLIANCE.

EQUAL OPPORTUNITY EMPLOYER

USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.

This job description is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This job description may be modified at any time, for any reason, at the sole discretion of management.

At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).

If you need sponsorship now or in the future, look for this statement in the job description before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.

It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability.

In the spirit of pay transparency, we are excited to share the base hourly range for this position is $23.43 - $28.71, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.

All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.