Senior Relationship Banker - Wynantskill at Pioneer Bank, National Association

Wynantskill, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Dec, 25

Salary

32.6

Posted On

25 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales, Financial Analysis, Team Collaboration, Problem Solving, Coaching, Training, Compliance, Relationship Building, Operational Excellence, Fraud Detection, Mentoring, Communication, Consultative Selling, Goal Achievement, Product Knowledge

Industry

Description

TITLE: Senior Relationship Banker LOCATION: Wynantskill REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 35 ($21.00 - $32.60 per hour) AVAILABILITY: Monday-Thursday 8:30am-5:15pm, Friday 8:30am-6:15pm, Saturday 8:30am-12:15pm Position Summary: The Senior Relationship Banker’s primary focus is to establish and deepen client relationships. You will build client advocates by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. You will actively participate in a dynamic team environment, contributing to the IMAGINE culture and working with colleagues towards individual and team goals. This position performs all phases of customer service, primarily non-teller transactions, with particular emphasis on delivering quality customer service and consultatively recommending bank products and services. This position will act as a leader in branch sales while motivating staff towards sales goal achievement. Essential Job Functions: 1. Examines financial and personal information to develop a comprehensive understanding of customer needs and to educate customers on various products and services. 2. Explains key product features and benefits to deliver appropriate solutions for customer spending, saving, borrowing and investing needs. 3. Collaborates with business partners in Wealth, Premier, Business Banking, and Insurance to help customers with complex financial and business needs. 4. Prioritizes the delivery of exceptional client service with accuracy and operational excellence, including problem solving and complaint resolution, while leveraging business partners where appropriate. 5. Supports the branch by working to achieve individual and team goals through strong client relationships and team collaboration. 6. Responds to service requests and inquiries from customers in a timely manner, while emphasizing accuracy and informative follow-up. 7. Ensures that all activities adhere to compliance and operational standards. Assist with branch operational activities as directed by management. 8. Demonstrates vigilance in detecting and reporting fraudulent or irregular activities. 9. Assists the branch manager in managing branch sales activity and mentors colleagues in pursuit of their sales goals. 10. Coaches, counsels, trains and develops branch staff in all aspects of their work. 11. In the absence of the Branch Manager and Assistant Branch Manager has the responsibility for all phases of the day-to-day operations within the branch, including but not limited to open/close procedures, override privileges and staff supervision. Education & Experience: 1. A high school graduate or GED required or current high school student anticipating graduation. 2. Retail and/or cashier/teller experience required, minimum of 1 year CSR experience preferred. 3. Minimum of 2 years of proven sales experience required. 4. Previous supervisory and or training experience preferred. 5. Ability to obtain NMLS license within 6 months of obtaining position. 6. Recommended to pass the NYS exam to become a Notary Public within 90 days of accepting position (Study for this exam is independent, but Pioneer will pay for the test.) As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Responsibilities

The Senior Relationship Banker focuses on establishing and deepening client relationships while delivering quality customer service. This role involves collaborating with business partners to address complex financial needs and mentoring branch staff towards sales goals.