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Customer Service and Relationship Specialist

NBT Bank
Lake Placid, NY Full Time
POSTED ON 3/22/2025 CLOSED ON 4/20/2025

What are the responsibilities and job description for the Customer Service and Relationship Specialist position at NBT Bank?

Job Overview:

NBT Bank is seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will be responsible for delivering exceptional customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customers' needs are met.

Responsibilities:

  • Process daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency.
  • Provide a consultative customer service approach to ensure a clear understanding of the customer's needs versus wants.
  • Engage in referral and relationship management in accordance with established objectives and goals.
  • Participate in community events that support efforts with the Community Reinvestment Act CRA.

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.

Benefits:

NBT Bank offers a comprehensive benefits package including generous paid time off, parental leave, comprehensive medical coverage, dental and vision coverage, flexible spending accounts, employer-paid disability coverage, life insurance, and retirement plans.

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