Relationship Banking Associate

NBT Bank; City of Amsterdam (NY); On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Generous Paid Time Off

Parental Leave

Comprehensive Medical Coverage

Dental and Vision Coverage

Flexible Spending Accounts

Employer-Paid Disability Coverage

Life Insurance

Voluntary Benefits

401(k) with employer matching

Job summary

NBT Bank is seeking a Relationship Banking Associate to deliver high quality customer service and responsive support. You will process routine transactions, balance records, and assist with basic deposit account openings while identifying sales opportunities for partners.

You may interact in person or by phone and contribute to customer satisfaction. You will be expected to refer customers to the appropriate business partner, work in a fast-paced environment, and support community engagement

Qualifications

• High School Diploma or equivalent required.
• Minimum one year experience in related banking positions or equivalent sales/customer service experience.

Responsibilities

• Process routine transactions accurately and efficiently and balance daily vaults and records.
• Identify customer needs through conversations and refer opportunities to the appropriate partner.
• Support new deposit account opening and respond to customer inquiries with a high level of service.
• Engage in community events and perform other duties as assigned.

Skills

Active listening

Communication skills

Customer service

Sales discovery

Teamwork

Computer skills

Education

High School Diploma or equivalent

Tools

Financial software

Job description

Pay Range: $18.50 - $20.81

The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer’s need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required.

Education and Experience:

• High School Diploma or Equivalent
• Minimum one year experience in related banking positions or equivalent sales/customer service experience

Skills and Abilities:

• Excellent listening & communication skills
• Ability to approach, identify and have conversations with customers and identify needs and opportunities
• Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills
• Ability to function in a fast paced, ever-changing environment
• Ability to work well with people as a team
• Proficient computer skills

Tasks Performed:

• 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company.
• 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer’s need in a timely manner.
• 5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
• 5% Performs other duties as assigned and required.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 50% of time
• Move about within or between locations
• Bend, Twist, Crouch, Squat
• Move Objects to Maximum 20 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We’ve weathered the market’s ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees:

• Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.

• Parental Leave : Six weeks of paid leave at 100% of your salary.

• Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.

• Dental and Vision Coverage : Ensuring your overall health and well-being.

• Flexible Spending Accounts : For healthcare and dependent care expenses.

• Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.

• Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.

• Voluntary Benefits : Including hospital, accident, and critical illness coverage.

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

• Adoption Assistance : Supporting your growing family.

• Tuition Reimbursement : Invest in your education and career growth.

• Employee Assistance Program (EAP): Access to support and resources.

• Pet Insurance : For all your furry friends.

• Financial and Banking Services : Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

• Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.

• Dental and Vision Coverage : Ensuring your overall health and well-being.

• Voluntary Benefits : Including hospital, accident, and critical illness coverage.

• Generous Parental Leave : Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

• Paid Sick and Safe Leave : For your health and safety.

• Employee Assistance Program (EAP): Access to support and resources.

• Financial and Banking Services : Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.