Assistant Relationship Manager at Ballston Spa National Bank | Ballston Spa, NY, US | Rezi

Assistant Relationship Manager at Ballston Spa National Bank

Assistant Relationship Manager

Ballston Spa National Bank · Ballston Spa, NY, US

Yesterday

Assistant Relationship Manager

Ballston Spa National Bank · Ballston Spa, NY, US

a day ago
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About the Role

BSNB is seeking an enthusiastic Assistant Relationship Manager to join our Milton Crest Office. Deliver high-quality customer experience, process financial transactions accurately, and identify opportunities to benefit customers. Support the Relationship Manager with daily tasks, contribute to branch sales goals, and coach colleagues.

Responsibilities

  • Deliver high-quality customer experience ensuring the customers' needs are met.
  • Accurate and efficient processing of basic to complex financial service transactions.
  • Detecting and reporting fraud and irregular transactional activities.
  • Take a consultative approach to identifying opportunities of benefit.
  • Assist the customer in depository account opening, maintenance on deposit accounts, consumer lending and other bank ancillary products and services.
  • Serve as a referral source to other lines of business for needs and enhancement.
  • Support the Relationship Manager with day-to-day tasks to ensure the branch operates efficiently.
  • Remain in compliance with applicable regulatory requirements by adhering to policies and procedures.
  • Contribute and support the overall branch sales goal.
  • Work closely to coach and develop branch colleagues.

Requirements

  • Associate's degree in business or related field required.
  • One to three years' experience in a sales and/or service-oriented position required.
  • Prior cash handling experience required.
  • Demonstrated excellent customer service skills required.
  • Ability to use computer to input and retrieve data required.

Skills

  • Customer service
  • Cash handling
  • Sales
  • Financial transactions processing
  • Fraud detection
  • Computer data input and retrieval

Location

  • Milton Crest Office

Work Type

  • Full-time

Experience Level

  • 1-3 years
  • Preferred supervisory experience

Education Level

  • Associate's degree in business or related field

Benefits

  • Medical
  • Dental
  • Vision
  • Company-paid life insurance
  • Voluntary insurances
  • 401(k) plan with a company match
  • Pension plan
  • Tuition reimbursement
  • Generous paid time off package
  • 11 paid holidays

About the Company

  • Established in 1838, BSNB provides community banking to individuals, families, and businesses in the greater Capital Region.
  • Thirteen full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve.
  • A community-minded financial institution that makes giving back and volunteer work a priority.

Equal Opportunity

  • BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law.
  • BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans.