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About the Role

The Relationship Banker is responsible for delivering exceptional customer service and building strong, lasting relationships with customers. This role focuses on creating a positive, efficient, and personalized experience in every interaction while ensuring customer needs are met with accuracy and care. The Relationship Banker serves as a trusted point of contact, helping customers navigate their day-to-day banking needs and fostering long-term loyalty to the organization. Through these relationships, the role supports branch goals and participates in community engagement efforts that strengthen customer connections and local presence.

Responsibilities

Deliver exceptional customer service by creating a welcoming, professional, and personalized experience in every interaction.
Build and maintain strong customer relationships by actively listening, understanding needs, and following up when appropriate.
Accurately process a variety of routine banking transactions in accordance with established policies and procedures.
Resolve customer inquiries and issues promptly, using sound judgment and a solutions-focused approach.
Educate customers on basic banking services, account features, and digital tools to enhance their overall experience.
Maintain a high level of operational accuracy and attention to detail in all transactions and documentation.
Ensure compliance with all regulatory requirements, internal controls, and security procedures.
Collaborate with branch team members to support daily operations and deliver a consistent customer experience.
Support branch performance by recognizing opportunities to strengthen customer relationships and contributing to team goals.
Participate in community engagement activities and represent the organization in a professional and positive manner.
Take a sales-oriented approach to customer service.
Effectively and efficiently provide a complete range of customer services at the financial institution, including opening new accounts, interviewing personal loan applicants, and explaining available financial institution products and services.
Effectively understand and cross sell our products and services.
Display a consistent effort to build and maintain strong internal and external relationships.
Maintain knowledge of all branch policies and procedures, particularly those that affect teller line functions such as approval of checks, overrides and power of attorney.

Requirements

High School Diploma or GED
Experience in a financial institution or retail services setting.
Customer service experience is expected.
The employee communicates effectively both verbally and in writing with superiors, colleagues, and individuals inside and outside the bank.
The employee works effectively and relates well with others including supervisors, colleagues, and individuals inside and outside the Bank.
The employee exhibits a professional manner in dealing with others and strives to maintain constructive working relationships.
The employee can be depended upon to report to work at the scheduled time and strives to keep absences minimal.
The employee can be depended upon to complete work in a timely, accurate, and thorough manner and is conscientious about assignments.

Skills

Basic understanding and knowledge of bank loan products and services
A desire to develop and utilize cross-selling, management, and organizational skills.
Sales experience is beneficial.

Location

Potsdam

Work Type

Limited Travel

Education Level

High School Diploma or GED