The Role of a Relationship Banking Associate
As the modern banking landscape continues to evolve, the role of a Relationship Banking Associate has become increasingly pivotal. Tasked with delivering high-quality customer service, this role ensures the satisfaction and fulfillment of both internal and external customers. The pay range for this position lies between $17.50 and $19.62 per hour, reflecting the importance of the role.
Key Responsibilities and Tasks
The crux of a Relationship Banking Associate’s role revolves around the efficient and timely processing of routine transactions and other related services. They are expected to carry out these tasks accurately, following the banking institution’s policies and procedures. They are also responsible for identifying and referring sales opportunities to the appropriate business partner or line of business, thereby fulfilling the customer’s needs. This interaction can be in person or over the phone, depending on the situation.
An important part of their job is to provide support for basic consumer deposit account opening as required. The tasks performed are assigned percentages, with 65% dedicated to processing routine transactions, general customer and account servicing duties, and administrative responsibilities. 25% is allotted to identifying customer opportunities through interactive and consultative conversations, while 5% of their role involves participating in community events in line with the Community Reinvestment Act (CRA). The remaining 5% encompasses other duties as assigned and required.
Education and Experience Requirements
The qualifications for this role include a High School Diploma or its equivalent and at least one year of experience in related banking positions or equivalent sales/customer service experience.
Skills and Abilities
Key skills for success in this role include excellent listening and communication skills, the ability to work well with a team, and proficiency in computer skills. In addition, the ability to approach, identify, and converse with customers, identifying their needs and opportunities, is crucial. In a fast-paced, ever-changing environment, strong organizational, interpersonal, and customer relations skills are vital, include problem-solving and decision-making skills.
Physical Requirements
Physically, the role requires the ability to communicate effectively with internal and/or external customers. It also involves being stationary 50% of the time, moving about within or between locations, bending, twisting, crouching, squatting, and moving objects up to a maximum of 20 lbs.
Why Work at NBT
NBT Bank offers a supportive culture that fosters innovation, growth, and meaningful work. They believe in empowering their employees to make a real impact in their communities, which drives their success. They value employee wellbeing, offering generous time-off policies, wellness initiatives, and flexible work arrangements. Their commitment to community involvement, a supportive culture, career development, and total rewards makes NBT Bank a great place to work. Benefits for full-time employees include generous paid time off, parental leave, comprehensive medical coverage, dental and vision coverage, flexible spending accounts, employer-paid disability coverage, life insurance, and retirement plans, among others.
Part-time employees working 20+ hours per week also enjoy benefits such as medical coverage and generous parental leave, while all part-time employees benefit from retirement plans, paid sick and safe leave, employee assistance program, and various financial and banking services.
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