Talent.com
Relationship Banking Associate
Relationship Banking AssociateNBT Bank • Brewerton, NY, US
Relationship Banking Associate

Relationship Banking Associate

NBT Bank • Brewerton, NY, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.job_card.part_time
job_description.job_card.job_description

Relationship Banker

The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and other services accurately in accordance with policy and procedures. They will also be responsible for the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and services that meet the customer's needs. This interaction may be in person or over the telephone.

Education and Experience :

  • High School Diploma or Equivalent
  • Minimum one year experience in related banking positions preferred
  • Previous customer service, sales and consumer lending experience preferred

Skills and Abilities :

  • Proficient reading, writing, communication and mathematical skills
  • Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports
  • Ability to identify and analyze situations and / or information using certain criteria and being able to resolve issues and problems
  • Ability to approach, identify, and have in-depth 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
  • Unique Job Characteristics and Requirements :

    Gain a full knowledge of consumer lending in preparation for NMLS Certification under the terms of the S. A. F. E. Act of 2008 and become familiar with requirements for approval. (Ability to obtain NMLS Certification is preferred but not required)

    Tasks Performed :

  • 45% Processes daily 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, daily vault balancing and completion of the branch audit. Will adhere to security measures and controls to minimize any potential losses to the company. This individual may have the authority to provide any necessary system overrides as required at the discretion of the Branch and Market Manager.
  • 45% Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able to deliver viable solutions for the customer. Engages in referral and relationship management in accordance with established objectives and goals. Provides services to customers, including but not limited to all types of deposit account opening, consumer lending transactions and referring customers to the appropriate business partners when necessary. Has a working knowledge of lending, including the ability to discuss credit reports, credit scores, etc. 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 which may include providing guidance and conducting training for other employees.
  • 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.

    Financial and Banking Services : Various 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.

    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 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.

    serp_jobs.job_alerts.create_a_job

    Relationship Associate • Brewerton, NY, US

    Job_description.internal_linking.related_jobs
    Key Private Bank Client Relationship Associate

    Key Private Bank Client Relationship Associate

    KeyCorp • Syracuse, NY, US
    serp_jobs.job_card.full_time
    Location : 201 South Warren Street - Syracuse, New York 13202-1600.Job Summary : The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships.Th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sales Development Associate

    Sales Development Associate

    VirtualVocations • Syracuse, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Sales Development Associate to support its mission-driven growth.Key Responsibilities Qualify and nurture B2B leads, generating new opportunities and providing pipeline...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mortgage Sales Enablement Partner

    Mortgage Sales Enablement Partner

    VirtualVocations • Syracuse, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Mortgage Sales Enablement Partner responsible for managing and scaling a comprehensive Sales Management Task Force. Key Responsibilities Manage and scale a comprehensive...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Mortgage Account Executive

    Mortgage Account Executive

    VirtualVocations • Syracuse, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Mortgage Wholesale Account Executive to drive sales and partnerships in a remote setting.Key Responsibilities Meet or exceed monthly business goals in the assigned terr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Entry-Level Border Patrol Agent - $30,000 Sign-On Bonus

    Entry-Level Border Patrol Agent - $30,000 Sign-On Bonus

    United States Customs and Border Protection • Altmar, NY, US
    serp_jobs.job_card.full_time
    IMPORTANT NOTICE : Duty assignments available at time of offer may include the Southwest Border including prioritized locations. Border Patrol determines duty assignments at time of offer based on op...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Business Development Senior Associate

    Business Development Senior Associate

    VirtualVocations • Syracuse, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Associate, DashMart Business Development.Key Responsibilities Manage and cultivate enterprise relationships with leading retailers and e-commerce logistics playe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Relationship Specialist

    Relationship Specialist

    VirtualVocations • Syracuse, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Relationship Specialist Northeast.Key Responsibilities Manage support and processing for financial products, assisting EPC partners with requests and transactions Coll...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relationship Manager

    Client Relationship Manager

    VirtualVocations • Syracuse, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Relationship Manager to oversee client and investor reporting infrastructure.Key Responsibilities Oversee the configuration, maintenance, and enhancement of reporting t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Camden, New York, US
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Relationship Manager

    Associate Relationship Manager

    VirtualVocations • Syracuse, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for an Associate Relationship Manager to support the Small Business Lending Credit Team.Key Responsibilities Complete initial loan file review and enter data into the underwr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mortgage Inside Sales Representative

    Mortgage Inside Sales Representative

    VirtualVocations • Syracuse, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Mortgage Inside Sales Representative (Outbound Call Center) to work from home.Key Responsibilities Manage a high volume of calls with existing or potential homeowners ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Nurse RN - Home Health - $2,386 per week

    Travel Nurse RN - Home Health - $2,386 per week

    Genie Healthcare • West Lowville, NY, US
    serp_jobs.job_card.full_time
    Genie Healthcare is seeking a travel nurse RN Home Health for a travel nursing job in West Lowville, New York.Job Description & Requirements Specialty : Home Health Discipline : RN Start Date : 11 / 17 / ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Relationship Banking Associate

    Relationship Banking Associate

    USA Jobs • Brewerton, NY, US
    serp_jobs.job_card.full_time +1
    The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external custom...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Mortgage Sales Call Center Agent

    Mortgage Sales Call Center Agent

    VirtualVocations • Syracuse, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Mortgage Sales Call Center Transfer Agent (Remote).Key Responsibilities Manage a high volume of calls with existing or potential homeowners Pre-screen potential borrow...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Relationship Banking Associate

    Relationship Banking Associate

    NBT Bank • Canastota, NY, US
    serp_jobs.job_card.full_time +1
    Relationship Banking Associate.The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    West Coast Senior Client Associate

    West Coast Senior Client Associate

    VirtualVocations • Syracuse, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Client Associate (West Coast).Key Responsibilities Provide day-to-day operational and administrative support to wealth managers, ensuring exceptional client serv...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Retail Sales Associate

    Retail Sales Associate

    Best Buy • Adams, NY, US
    serp_jobs.job_card.part_time
    As a Retail Sales Associate, you’ll be the face of Best Buy for customers who visits our stores.We’ll train you with the skills and knowledge you need to confidently recommend the right...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sales Associate

    Sales Associate

    VirtualVocations • Syracuse, New York, United States
    serp_jobs.job_card.full_time
    A company is looking for a Sales Associate, GPX (Software).Key Responsibilities Generate and qualify leads through targeted outbound prospecting via calls, emails, and LinkedIn Drive pipeline gr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Development Associate

    Business Development Associate

    Allied Universal • Syracuse, NY, United States
    serp_jobs.job_card.full_time
    Business Development Associate.US-MA-Boston | US-NH-Salem | US-ME-South Portland | US-CT-Hartford | US-NY-Syracuse | US-RI-Providence. Allied Universal, North America's leading security and facility...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Strategic Accounts Associate

    Strategic Accounts Associate

    Sonepar USA • Fulton, NY, United States
    serp_jobs.job_card.full_time
    As one of the largest utility distribution organizations in America, we constantly strive to bring our best to our customers, suppliers, and fellow associates. Irby Utilities is uniquely positioned ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted