Relationship Manager

Ballston Spa National Bank; Village of Ravena (NY); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Company-paid life insurance

Voluntary insurances

401(k) plan with company match

Pension plan

Tuition reimbursement

11 paid holidays

Paid time off

Job summary

Ballston Spa National Bank is seeking a Relationship Manager to provide client services and lead branch staff in growing market share. You will coach, train, and mentor employees while ensuring exceptional customer experiences and adherence to bank policies.

The role involves complex transactions, referrals across lines of business, and maintaining a compliant, high-performing team focused on customer excellence.

Qualifications

• Associate's degree in business or related field required.
• Two to three years' experience in banking or related management position.
• Proven sales and leadership abilities required.
• Demonstrated organizational skills. Computer proficiency.

Responsibilities

• Primary service provider and reviews client product needs, cross sells appropriate bank products and makes referrals to other lines of business to meet branch goals.
• Able to facilitate complex banking transactions, and identify opportunities to expand existing customer relationships.
• Meets established branch sales goals.
• Provides leadership through coaching, training, and mentoring of branch staff including ongoing timely performance feedback.
• Create a positive working environment with a focus on customer service and team development.
• Participates in community activities to network with clients and potential clients.
• Enforce or ensure compliance with all laws and regulations governing financial institutions.

Skills

Sales leadership

Client services

Team coaching

Banking knowledge

Computer proficiency

Education

Associate's degree

Bachelor's degree preferred

Job description

Invest in your future at BSNB! BSNB is seeking an enthusiastic Relationship Manager to join our team. Join a nationally recognized bank and a capital region Best Place to Work!

A DAY IN THE LIFE

In this role, you will provide client services and operational leadership within the branch and are accountable for growing market share through customer and employee satisfaction. The Relationship Manager will coach, motivate, and provide ongoing training in referrals, bank products, the client experience, and customer excellence to all branch employees. In addition, the Relationship Manager is responsible for staffing, management, coaching and motivating the staff and handles complex service issues, ensures that security, audit and compliance procedures are followed as outlined in bank policy.

ESSENTIAL DUTIES

• Primary service provider and reviews client product needs, cross sells appropriate bank products and makes referrals to other lines of business to meet branch goals.
• Able to facilitate complex banking transactions, and identify opportunities to expand existing customer relationships.
• Meets established branch sales goals.
• Provides leadership through coaching, training, and mentoring of branch staff including ongoing timely performance feedback.
• Create a positive working environment with a focus on customer service and team development.
• Participates in community activities to network with clients and potential clients.
• Enforce or ensure compliance with all laws and regulations governing financial institutions.

QUALIFICATIONS

Associate's degree in business or related field required; Bachelor's degree preferred. Two to three years' experience in banking or related management position, with additional supervisory experience preferred. Proven sales and leadership abilities required, and demonstrated organizational skills. Computer proficiency required.

OUR INVESTMENT IN YOU

BSNB offers a generous compensation and benefits package. This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a 401(k) plan with a company match and a pension plan, and tuition reimbursement.

We invest in you with a generous paid time off package along with 11 paid holidays. We believe providing a work-life balance is key to your success and investing in your professional development is an important aspect in your growth and satisfaction.

ABOUT BALLSTON SPA NATIONAL BANK

Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region. Thirteen full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority.

BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration.