Relationship Banking Specialist — Customer Care & Referrals

NBT Bank

Keene (NH)

On-site

USD 53,010,000 - 63,835,000

Full time

18 hours ago
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Benefits offered by this job

PTO 22 days
Parental Leave
Medical Coverage (HSA)
Dental & Vision
FSAs
Disability Coverage
Life Insurance
401(k) with match
Tuition Reimbursement
EAP

Job summary

The Relationship Banking Associate at NBT Bank in Keene, NH delivers high-quality customer service and efficient processing of routine transactions. You will identify sales opportunities and refer customers to the appropriate business partners to fulfill needs, through in-person or phone interactions.

You’ll support basic consumer deposit openings, adhere to policy, and help build relationships while contributing to a strong community presence and CRA commitments.

Qualifications

  • High School Diploma or Equivalent.
  • Minimum 1 year experience in related banking positions or equivalent sales/customer service experience.
  • Excellent listening and communication skills.
  • Ability to identify customer needs and opportunities.
  • Ability to work in a fast paced environment and as part of a team.
  • Proficient computer skills.

Responsibilities

  • 65% Processes routine transactions and related account servicing with high accuracy; balances daily vaults and maintains records.
  • 25% Identify customer opportunities through consultative conversations; refer to partners and conduct sales calls.
  • 5% Participate in community events supporting CRA.
  • 5% Perform other duties as assigned.

Skills

Excellent listening & communication
Needs assessment conversations
Organizational skills
Interpersonal & customer relations
Problem solving & decision making
Team player
Proficient computer skills

Education

High School Diploma or Equivalent
Minimum 1 year banking or sales/customer service

Job description

The Relationship Banking Associate at NBT Bank in Keene, NH delivers high-quality customer service and efficient processing of routine transactions. You will identify sales opportunities and refer customers to the appropriate business partners to fulfill needs, through in-person or phone interactions.

You’ll support basic consumer deposit openings, adhere to policy, and help build relationships while contributing to a strong community presence and CRA commitments.

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