Roving Relationship Banker

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West Seneca, West Seneca, NY, US

3 days ago Requisition

Salary Range: $21.00 To $24.00 Hourly

Build your future with us.

We are seeking a Roving Relationship Banker I to deliver excellent customer service and support branch operations in our Williamsville and West Seneca offices. Growing our team of relationship focused banking professionals committed to helping our customers and communities thrive.

As a proud community bank, we take our commitment to the neighborhoods we serve seriously. Investing in our communities is how we say thank you to the people and businesses that make this region a remarkable place to live and work.

Together, we build something amazing—and we support you with benefits such as:

• Profit Sharing/401K Plan
• Tuition Reimbursement
• Paid time off
• Employee Assistance Program

…and more!

Job Title
:
Roving Relationship Banker I

Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services.

• Accurately processes routine and complex transactions for branch customers, including deposits, withdrawals, and loan payment processing while balancing a cash drawer and safeguarding against fraud.
• Assists with the maintenance and servicing of bank equipment such as ATMs, and Night Drops.
• Researches customer inquiries, orders checks/debit cards, returns phone calls, and other customer originated service needs with the intent of enhancing customer retention and uncovering additional sales opportunities.
• Confidently uses needs based assessment tools (Client Relationship Worksheet) in a conversational manner to analyze and uncover customer needs. Recommends and sells appropriate solutions both in person and over the phone.
• Opens deposit accounts, inputs and follows through with loan applications following operations and regulatory requirements; opens all types of personal accounts and prepares related documentation; follows up with clients after new accounts are opened to deepen the relationship.
• Demonstrates a high level of courtesy and efficiency with customers, continuously exceeding expectations with servicing skills; maintains a strong understanding of industry trends and how they impact the customer.
• Proactively seeks ways to expand customer relationships in order to achieve individual and branch goals; maintains a working knowledge of the banks products and services.
• Actively participates in branch huddles, meetings, and one on one coaching sessions.
• Adheres to operational controls including but not limited to legal, corporate and regulatory procedures to ensure the safety and security of client bank assets.
• Assists with new staff member training and coaching;
  Performs on the job training and may serve as a backup trainer as needed.
• May direct work flow by assigning ancillary duties on the Teller line as needed.
• Maintains knowledge of all relevant rules and regulations.
• Conforms to General Performance Expectations as identified for all employees.

• One year experience in a banking or customer service position preferred
• High School Diploma or equivalent with an emphasis in a business curriculum
• Demonstrated experience in banking and/or customer service
• Proficient analytical and mathematic skills, along with reading and writing skills
• Proficient communication, interpersonal and sales skills
• A comprehensive knowledge of operating policies and procedures which impact consumer services; A thorough knowledge of the features and benefits of company consumer products and services
• Basic computer…