Relationship Banking Associate
NBT Bank is a financial institution that empowers people to grow and innovate through meaningful work. The Relationship Banking Associate is responsible for delivering high-quality customer service, processing transactions, and identifying sales opportunities to fulfill customer needs.
Responsibilities
- 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
- 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
- Participates in community events that support efforts with the Community Reinvestment Act CRA
- Performs other duties as assigned and required
Skills
- High School Diploma or Equivalent
- Minimum one year experience in related banking positions or equivalent sales/customer service experience
- 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
Benefits
- 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.
- Financial and Banking Services: Various benefits and financial planning assistance.
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
- Paid Sick and Safe Leave: For your health and safety.
Company Overview