Relationship Banker

4 days 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 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


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

    4 days 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

    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 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...


  • 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


  • 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

    3 weeks ago


    New Orleans, United States First Horizon National Corporation Full time

    Location: On site at location listed in job posting.If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them achieve...

  • Relationship Banker

    3 weeks ago


    York, United States First National Bank of Pennsylvania Full time

    Primary Office Location:55 Arsenal Road. York, Pennsylvania. 17404.Join our team. Make a difference - for us and for your future.Position Title: Relationship BankerBusiness Unit: RetailReports to: Varies Based on AssignmentPosition Overview:This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and...


  • 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....


  • 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....


  • 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

    4 weeks ago


    New Castle, United States First National Bank of Pennsylvania Full time

    Primary Office Location:32 North Mill Street. New Castle, Pennsylvania. 16101.Join our team. Make a difference - for us and for your future.Position Title: Relationship BankerBusiness Unit: RetailReports to: Varies Based on AssignmentPosition Overview:This position is expected to develop proficiency of basic consumer banking transactions, account servicing,...

  • Relationship Banker

    6 months ago


    New Rochelle, United States JPMorgan Chase & Co. Full time

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a...


  • NEW YORK, United States Citizens Full time

    DescriptionCitizens Private Bank is opening a Private Bank Office in New York as part of its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth...


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

    Fitch Group is a global leader in financial information services, and we're seeking an experienced Investment Grade Banker to join our team.Role OverviewThe Senior Director or Managing Director will lead our investment grade banking efforts, developing and maintaining relationships with senior IG DCM/Syndicate/Capital Market professionals. This role involves...


  • New York, United States Oberon Securities, LLC Full time

    About the Company:This 24-year old New York City-based middle market investment bank is seeking entrepreneurial senior investment banking professionals who can source and / or execute transactions with middle market companies in the consumer products industry. The investment bank has approximately 80 professionals and has offices in midtown Manhattan and...


  • New Braunfels, United States The Bank of San Antonio Full time

    The Relationship Banker I position is responsible for providing superior and quality customer service while providing efficient and accurate transaction processing. The RB receives and pays out money, keeping records of money and negotiable instruments involved in performing various financial transactions. Accounts for all receipts and disbursements....

  • Senior Director

    1 week ago


    New York, United States Fitch Group Full time

    Senior Director / Managing Director - Investment Grade Banker Coverage (Corporates, Business and Relationship Management) Location: New York Position Overview: Fitch Ratings currently seeks a Senior Director or a Managing Director with Investment Grade experience to join our Corporates, Business and Relationship Management (BRM) team in New York. As part of...


  • new york city, United States Oberon Securities, LLC Full time

    About the Company:This 24-year old New York City-based middle market investment bank is seeking entrepreneurial senior investment banking professionals who can source and / or execute transactions with middle market companies in the consumer products industry. The investment bank has approximately 80 professionals and has offices in midtown Manhattan and...


  • new york city, United States Oberon Securities, LLC Full time

    About the Company:This 24-year old New York City-based middle market investment bank is seeking entrepreneurial senior investment banking professionals who can source and / or execute transactions with middle market companies in the consumer products industry. The investment bank has approximately 80 professionals and has offices in midtown Manhattan and...


  • New York, New York, United States First Citizens Bank Full time

    Company OverviewFirst Citizens Bank is a leading financial institution dedicated to providing exceptional banking services to its clients. Our Wealth Management division plays a crucial role in the bank's growth and profitability goals, and we are seeking a highly skilled Private Banker II to join our team.