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Relationship Banking Associate
Job in
Grand Gorge, Delaware County, New York, 12434, USA
Listed on 2026-07-25
Listing for:
NBT Bank
Full Time
position Listed on 2026-07-25
Job specializations:
-
Customer Service/HelpDesk
Customer Success Mgr./ CSM, Customer Service Rep, Bank Customer Service, Retail Associate/ Customer Service
Job Description & How to Apply Below
Pay Range: $18.50 - $20.81
The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s).
This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required.
Education and Experience:
High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience
Skills and Abilities:
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
Tasks Performed:65% 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.
25% 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.
5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
5% Performs other duties as assigned and required.
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 lbsWhy Work at NBTAt 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 InvolvementNBT 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.
CultureNBT 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…
Position Requirements
10+ Years
work experience
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