Relationship Banker NY Region

Join to apply for the Relationship Banker Central NY Region role at Broadview Federal Credit Union

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If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!

Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs.

This role will be assigned to our Midler Ave Branch; however, you will support all the branches within our Central NY Region which includes our Cicero, Deys and South Crouse Branch locations.

• Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals
• Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach
• Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution
• Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals
• Build new relationships through Community/Foundation involvement and existing member referrals
• Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members
• Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance
• Demonstrate vigilance in detecting and reporting fraud or irregular activities
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines
• Achievement of goals and objectives provided by management

• Associate’s degree preferred, or combination of equivalent education and experience
• 1–2 years of branch banking experience
• Maintained Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions
• Proficient in Microsoft Word and Excel
• Ability to multi‑task to meet or exceed minimum performance standards
• Effective verbal, written, and listening communication skills
• Strong interpersonal skills
• Flexibility to work out of any location at any time, as business needs dictate
• Ability to lift at least 10 pounds and stand for long periods of time
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Share Point
• Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills

Starting Compensation: $22.82 – $24.82/hr., plus a competitive benefits package. Bilingual individuals fluent in a second language in addition to English are highly encouraged to apply.

We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs.

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