Relationship Banker

22 hours ago

New York, United States NBT Bank Full time

Pay Range: $17.50 - $22.43

The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and other services accurately in accordance with policy and procedures. They will also be responsible for the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and services that meet the customer's needs. This interaction may be in person or over the telephone.

Education and Experience:

  • High School Diploma or Equivalent
  • Minimum one year experience in related banking positions preferred
  • Previous customer service, sales and consumer lending experience preferred
Skills and Abilities:
  • Proficient reading, writing, communication and mathematical skills
  • Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports
  • Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems
  • Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities
  • Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills
  • Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team
  • Proficient computer skills
Unique Job Characteristics and Requirements:

Gain a full knowledge of consumer lending in preparation for NMLS Certification under the terms of the S. A. F. E. Act of 2008 and become familiar with requirements for approval. (Ability to obtain NMLS Certification is preferred but not required)

Tasks Performed:
  • 45% Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms, reports, daily vault balancing and completion of the branch audit. Will adhere to security measures and controls to minimize any potential losses to the company. This individual may have the authority to provide any necessary system overrides as required at the discretion of the Branch and Market Manager.
  • 45% Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able to deliver viable solutions for the customer. Engages in referral and relationship management in accordance with established objectives and goals. Provides services to customers, including but not limited to all types of deposit account opening, consumer lending transactions and referring customers to the appropriate business partners when necessary. Has a working knowledge of lending, including the ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
  • 5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
  • 5% Performs other duties as assigned which may include providing guidance and conducting training for other employees.
Physical Requirements:
  • Communicate effectively with internal and/or external customers
  • Stationary 50% of time
  • Move about within or between locations
  • Bend, Twist, Crouch, Squat
  • Move Objects to Maximum 20 lbs
Benefits for Full-Time Employees:
  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
  • Parental Leave: Six weeks of paid leave at 100% of your salary.
  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage: Ensuring your overall health and well-being.
  • Flexible Spending Accounts: For healthcare and dependent care expenses.
  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
  • Adoption Assistance: Supporting your growing family.
  • Tuition Reimbursement: Invest in your education and career growth.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
  • Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
  • Paid Sick and Safe Leave: For your health and safety.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Financial and Banking Services: Various benefits and financial planning assistance.


Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

  • Relationship Banker

    4 days ago

    New York, United States Citigroup Inc Full time

    Citibank, N. A. seeks a Relationship Banker for its New York, NY location. Duties: Develop and maintain client relationships and work with senior colleagues across countries to come up with a coherent franchise level strategy on banking advisory, and Relationship Banker, Banker, Relationship, Client Relations, Strategic Advisor, Financial

  • Relationship Banker

    4 weeks ago

    New York, United States City National Bank Full time

    Overview: RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and...

  • Relationship Banker

    4 weeks ago

    New York, United States City National Bank Full time

    Overview: RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and...

  • Relationship Banker

    3 days ago

    New York, United States City National Bank Full time

    **RELATIONSHIP BANKER ** PARK AVENUE SOUTH, NEW YORK WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes...

  • Relationship Banker

    4 weeks ago

    New York, United States NBT Bank Full time

    Pay Range: $16.00 - $21.72 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and...

  • Senior Relationship Banker

    4 weeks ago

    New Milford, United States M&T Bank Full time

    Identifies customers' needs through the banks retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sal Relationship Banker, Relationship, Retail Sales, Customer Experience, Banker, Senior, Business Services

  • Senior Relationship Banker

    4 weeks ago

    New Milford, United States M&T Bank Full time

    Identifies customers' needs through the banks retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sal Relationship Banker, Relationship, Retail Sales, Customer Experience, Banker, Senior, Business Services

  • Relationship Banker

    2 days ago

    New Hope, United States Penn Community Bank Full time

    Overview As a member of the Retail Banking team the Relationship Banker provides guidance on banking products and services. The Relationship Banker also will interface with other business lines in order to refer when customer needs are assessed and uncovered.  The Relationship Banker must possess high energy and cultivate meaningful relationships with new...

  • Relationship Banker

    7 days ago

    New Lenox, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...

  • Analyst, Global Relationship Banker

    5 days ago

    New York, United States HSBC Full time

    Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our...

  • Relationship Banker

    2 days ago

    New Lenox, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its Different Approach, Better Results philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than...

  • Relationship Banker Associate

    1 week ago

    New Milford, New Jersey, United States M&T Bank Full time

    Job OverviewWe are seeking an experienced Senior Relationship Banker to join our team at M&T Bank. As a seasoned professional, you will play a critical role in enhancing our branch customer experience across all retail and business services.Key ResponsibilitiesDevelop targeted sales strategies to identify customer needs through our retail sales...

  • Relationship Banker

    3 days ago

    York, United States F.N.B. Corporation Full time

    Primary Office Location: 1400 Mount Zion Road. York, Pennsylvania. 17402. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account...

  • Banking Center Relationship Banker 2

    4 weeks ago

    New Haven, United States Webster Bank Full time

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities....

  • Banking Center Relationship Banker 2

    4 weeks ago

    New Bedford, United States Webster Bank Full time

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities....

  • Banking Center Relationship Banker 2

    3 days ago

    New Bedford, United States Webster Bank Full time

    If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...

  • Relationship Manager

    1 week ago

    New York, New York, United States City National Bank Full time

    Job OverviewWe are seeking a seasoned Relationship Manager to join our team at City National Bank. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth clients, providing exceptional service, and driving business growth.Key ResponsibilitiesSupport Private Bankers in new business development by...

  • Corporate Banker Relationship Manager

    4 weeks ago

    New York, New York, United States Fitch Group Full time

    Job Description:Fitch Group seeks a seasoned Corporate Banker Relationship Manager to join our Investment Grade team in New York.About the Role:We are looking for an experienced professional with a strong background in Investment Grade DCM or Syndicate from a bulge bracket bank. The ideal candidate will have a minimum of 10+ years' experience and be able to...

  • Relationship Banker

    15 minutes ago

    New Lenox, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...

  • Senior Investment Banker

    3 weeks ago

    New York, New York, United States Wedbush Securities, Inc. Full time

    We are seeking a highly skilled Senior Investment Banker - Restructuring to join our team at Wedbush Securities, Inc. This individual will be responsible for managing client relationships and providing expert advice on restructuring and financial matters. The ideal candidate will have a strong understanding of the financial industry and excellent...