Senior Relationship Banker (Financial Services)

Location: New Hartford, New York, United States of America; onsite branch role with face-to-face customer interaction.

Salary: $22.61–$37.67 hourly

Company

A banking organization providing retail and business banking products and services.

What you will do

• Develop, expand, and retain customer relationships through proactive outreach, portfolio management, consultations, and referrals.
• Manage customer assessments, sales planning, appointments, follow-up activities, and outbound prospecting.
• Evaluate financing requests, recommend loan structures, and submit complete loan application packages.
• Explain consumer, mortgage, HELOC, business banking, treasury management, and merchant services products.
• Build referral relationships with community contacts and internal business partners, including business bankers and mortgage loan originators.
• Maintain compliance, KYC, CIP, fraud prevention, audit, and Federal SAFE Act registration requirements.

Requirements

• High school diploma or GED plus either 3 years of retail sales, call center, customer service, or telesales experience, or 2 years of proactive sales experience.
• Strong verbal communication, interpersonal, customer service, organization, time management, and prioritization skills.
• Financial services product knowledge and the ability to communicate with tact and diplomacy.
• Proficiency with internet user-level technology and standard communication equipment.
• Ability to stand for long periods, use hands and fingers for extended periods, lift objects weighing 5–30 pounds, and read fine print.
• Ability to work in an open, face-to-face branch environment in New Hartford, New York.

Nice to have

• Associate degree.
• Notary public license.
• At least 3 years of financial services sales experience.
• Additional language skills based on branch needs.

Culture & Benefits

• Work in a branch environment focused on customer service, relationship growth, and community networking.
• Support an environment that promotes belonging and reflects the bank brand.
• Compensation is informed by the candidate’s knowledge, skills, and experience within the stated pay range.