Relationship Banking Associate: Customer Service & Referrals

NBT; Town of New Berlin (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

401(k) with employer matching

Tuition Reimbursement

Job summary

NBT is seeking a Relationship Banking Associate to provide high-quality service and timely processing of routine transactions. You will identify sales opportunities and refer customers to the right partners, supporting new deposit account openings as needed, in a fast-paced environment.

The role emphasizes community involvement and adherence to policies, with comprehensive benefits for full-time employees and a commitment to growth within the organization.

Qualifications

• High School Diploma or Equivalent.
• Minimum one year experience in related banking positions or equivalent sales/customer service experience.
• Strong listening and communication skills; proficient computer skills.

Responsibilities

• Process routine transactions and account servicing with accuracy and efficiency.
• Identify customer opportunities and refer to appropriate business partners.
• Participate in community events supporting CRA and related duties.

Skills

Active listening

Communication

Needs assessment

Team player

Adaptability

Computer skills

Education

High School Diploma or Equivalent

Job description

NBT is seeking a Relationship Banking Associate to provide high-quality service and timely processing of routine transactions. You will identify sales opportunities and refer customers to the right partners, supporting new deposit account openings as needed, in a fast-paced environment.

The role emphasizes community involvement and adherence to policies, with comprehensive benefits for full-time employees and a commitment to growth within the organization.