Relationship Banker - Wynantskill

POSITION

Relationship Banker

LOCATION

Wynantskill

REPORTS TO

Branch Manager

CLASSIFICATION

Full Time, Non Exempt

PAY GRADE

NE 25 ($18.00 - $27.96 per hour)

AVAILABILITY

Monday-Thursday 8:30am-5:15pm, Friday 8:30am-6:15pm, Saturday 8:30am-12:15pm

Position Summary:

The Relationship Banker s primary focus is to establish and deepen client relationships. You will build client advocates by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. You will actively participate in a dynamic team environment, contributing to the IMAGINE culture and working with colleagues towards individual and team goals. This position performs all phases of customer service with particular emphasis on delivering quality customer service and consultatively recommending bank products and services.

Key Responsibilities:

Examines financial and personal information to develop a comprehensive understanding of customer needs and to educate customers on various products and services. Explains key product features and benefits to deliver appropriate solutions for customer spending, saving, borrowing and investing needs. Collaborates with business partners in Wealth, Premier, Business Banking, and Insurance to help customers with complex financial and business needs. Prioritizes the delivery of exceptional client service with accuracy and operational excellence, including problem solving and complaint resolution, while leveraging business partners where appropriate. Supports the branch by working to achieve individual and team goals through strong client relationships and team collaboration. Responds to service requests and inquiries from customers in a timely manner, while emphasizing accuracy and informative follow-up. Ensures that all activities adhere to compliance and operational standards. Assist with branch operational activities as directed by management. Demonstrates vigilance in detecting and reporting fraudulent or irregular activities. Performs teller duties when deemed necessary. Assists Client Service Associates with performance of daily proof of transactions and cash. Uses knowledge of Pioneer services to develop and/or refer potential customers to the appropriate business partner. This position, if deemed floating, will require travel time throughout the branch network. Performs other office duties as may be requested.

Qualifications & Competencies:

High school diploma or GED required. Minimum of 1-year cash handling experience and customer service experience preferred. Minimum of 1-year customer service experience, recommending and referring products and services preferred. Recommended to pass the NYS exam to become a Notary Public within 90 days of accepting position (Study for this exam is independent, but Pioneer will pay for the test.) Must have friendly, professional disposition and good communications skills. Excellent customer relations and communications skills. Active and articulate promotion of Pioneer products and services. Must be able to type accurately. Must possess basic knowledge of the Bank's cash handling & security policies and procedures. Ability to work cooperatively with colleagues in a team setting. Ability to professionally represent Pioneer to outside business and/or customer contacts. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.