Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Senior Relationship Banker's primary focus is to establish and deepen client relationships by taking a holistic approach to assisting with their financial goals. This role actively participates in a dynamic team environment, contributing to the IMAGINE culture and working with colleagues towards individual and team goals. The position performs all phases of customer service, with an emphasis on delivering quality service and consultatively recommending bank products and services. This role acts as a leader in branch sales, motivating staff towards sales goal achievement.

Responsibilities

Examine financial and personal information to understand customer needs and educate them on products and services.
Explain key product features and benefits to deliver appropriate solutions for customer spending, saving, borrowing, and investing needs.
Collaborate with business partners in Wealth Management, Premier, Business Banking, and Insurance to assist customers with complex financial and business needs.
Prioritize exceptional client service with accuracy and operational excellence, including problem-solving and complaint resolution.
Support the branch by achieving individual and team goals through strong client relationships and team collaboration.
Respond to customer service requests and inquiries in a timely manner, emphasizing accuracy and informative follow-up.
Ensure all activities adhere to compliance and operational standards, and assist with branch operational activities as directed.
Detect and report fraudulent or irregular activities.
Assist the Branch Manager in managing branch sales activity and mentor colleagues in pursuit of their sales goals.
Coach, counsel, train, and develop branch staff in all aspects of their work.
Assume responsibility for all phases of day-to-day branch operations in the absence of the Branch Manager and Assistant Branch Manager, including open/close procedures, override privileges, and staff supervision.

Requirements

Must have a friendly, professional disposition and good communication skills.
Excellent customer relations and communication 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.

Skills

Customer service
Sales
Relationship building
Financial product knowledge
Communication
Collaboration
Problem-solving
Operational excellence
Compliance adherence
Fraud detection
Mentoring
Coaching
Training
Typing accuracy
Cash handling
Security procedures

Location

Wynantskill

Work Type

Full Time

Experience Level

Senior

Salary/Compensations

$18.00 - $27.96 per hour

Equal Opportunity

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.