Relationship Banker II

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Full-time Regular Napanoch, NY, US

Salary Range: $22.15 To $26.58 Hourly

About Us:

At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. We are a unique members-first Credit Union Culture driven by our core Values:
Trust, Collaboration, Achievement and Making a Difference. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment.

Represent USALLIANCE in the community and form lasting relationships with our members and partners.

About This Role:

USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker II is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and service standards by offering products and services to improve our members’ financial position. Represent USALLIANCE in the community and form lasting relationships with our members and partners. You will have teller like responsibilities and personal banker like responsibilities, acting as a universal banker.

Key Responsibilities:

• Promptly and accurately perform member transactions and requests, via in person and on the phone, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking, and submitting new membership and loan applications.
• Demonstrate a satisfactory knowledge of Credit Union products, services, policies, and procedures, including promotions and special offers, during member and employee interactions.
• Offer additional support to our Call Center when needed.
• Demonstrate working knowledge and understanding of the Credit Union’s sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction.
• Maintain the privacy and confidentiality of Credit Union members’ and employee account and business information. Identify and communicate areas for continual improvement of business processes to support efficiency.
• Participate in branch outreach events and be an ambassador of USALLIANCE by participating in local community and SEG events.
• Travel to other branch locations as needed.
• Assist with vault / ATM custodian role.
• Saturdays are required

Essential Physical Duties:

• Must be able to remain in a stationary, standing position 50% of the time.
• Must be able to walk for 50% of the time in the branch.
• Ability to move items up to 25lbs to and from the vault & ATM machines.
• Ability to bend and kneel often to maintain the vault & ATM machines.
• High tolerance for computer screen time.
• Regularly operates computers and other core office machinery to complete daily tasks.
• Must be able to communicate in-person, over the phone, and via chat features.
• High tolerance for bright overhead lights.

Who You Are:

• Minimum of 2-3 years’ sales experience in a retail or financial environment.
• Minimum of 1 year cash handling experience.
• Strong analytical, organizational and communication skills.
• Work independently and cooperatively with other credit union team members and departments.
• Strong communication and active listening skills.
• High school diploma or equivalent.
• Previous banking &/or contact center experience preferred.

What We Offer:

• Competitive salary and benefits package including 401K with 6% match
• Paid Time Off, Wellness Time & Paid Federal holidays
• Compensable travel time when traveling to alternative branch sites
• Opportunities for professional development and career growth with exposure to mentorship from the executive…