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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 :
Skills and Abilities :
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.
Physical Requirements :
Last updated : 2024-06-18
Full Time
Lending & Credit
$90k-120k (estimate)
06/19/2024
09/16/2024
nbtbancorp.com
WILLISTON, VT
1,000 - 3,000
1986
ANNMARIE DEITRICH
$200M - $500M
Lending & Credit
NBT Bancorp Inc. is an information technology and services company based out of 52 South Broad Street, Norwich, New York, United States.