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About the Role
As a Lead Relationship Banker, you'll assist customers with banking transactions, identify opportunities to recommend products and services, and serve as a key resource within the branch, combining customer service with operational support. This role builds and strengthens customer relationships, supports branch operations, and contributes to overall branch performance, creating a positive customer experience and helping the team achieve goals. Travel to other branch locations in the Capital Region may be required, and Saturday availability is necessary.
Responsibilities
- Assist customers with deposits, withdrawals, payments, account maintenance, and other banking transactions.
- Identify customer needs and recommend appropriate products and services to help deepen customer relationships.
- Serve as a resource to branch team members by supporting daily operations and customer service initiatives.
- Assist with opening new accounts, renewing certificates of deposit, and servicing existing customer accounts.
- Resolve customer inquiries promptly while providing exceptional service and support.
- Support branch sales, service, and operational objectives.
- Maintain knowledge of bank products, services, policies, and procedures.
- Ensure compliance with all banking regulations, security procedures, and internal policies.
Requirements
- Prior experience in a sales and/or service-oriented environment required.
- Previous cash handling experience required.
- One to three years of experience in a customer-focused setting.
- Strong work ethic, attention to detail, and ability to multitask required.
- Demonstrated customer service, communication, and relationship-building skills.
- Ability to utilize computer systems and banking technology efficiently.
Skills
- Customer service
- Communication
- Relationship-building
Location
- Capital Region
Work Type
- Full-time
Experience Level
- 1-3 years
Education Level
- Associate's Degree
- Bachelor's Degree in Business or related field preferred
Benefits
- Medical
- Dental
- Vision
- Company-paid life insurance
- Voluntary insurances
- 401(k) plan with company match
- Pension plan
- Tuition reimbursement
- Generous paid time off
- 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 offer products and services and digital capabilities geared toward meeting market needs.
- As a community-minded financial institution, BSNB prioritizes giving back and volunteer work.
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.