Relationship Banker - Yorktown Heights, Katonah, Armonk, Scarsdale, and Yonkers (Central Plaza), NY Area

Job Summary

This position involves engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATMs. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations require having in-depth conversations with clients to understand their financial and life priorities and connecting them with solutions that meet their financial goals.

Responsibilities

• Execute the bank's risk culture and strive for operational excellence.
• Builds relationships with clients to meet their financial needs.
• Follow established processes and guidelines in daily activities, ensuring adherence to all applicable laws and regulations, to act in the best interest of the clients and the bank.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Required Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, always acting in the best interest of the client.
• Collaborates effectively to achieve goals, building and nurturing strong relationships.
• Displays passion, commitment, and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet client needs.
• Follows established processes and guidelines in daily activities, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Able to be flexible to work weekends and/or extended hours as needed.

Desired Qualifications

• Experience in financial services and knowledge of the financial services industry, products, and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree (such as business management, business administration, or finance).

Skills

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Job Details

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Compensation and Benefits

Pay Range: $25.00 - $26.77 hourly pay, offers to be determined based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Location Transparency

Locations: US - NY - Armonk - 401 Main St - Armonk Main (NY5314), US - NY - Katonah - 256 Katonah Ave - KATONAH BC (NY5318), US - NY - Mount Kisco - 35 S Moger Ave - MOUNT KISCO BC (NY5335), US - NY - Scarsdale - 1140 Wilmot Rd - SCARSDALE BC (NY5328), US - NY - White Plains - 206 Main St - WHITE PLAINS BC (NY5332), US - NY - Yonkers - 20 S Brdway - Getty Square (NY5304), US - NY - Yonkers - 2604 Central PARK Ave - CENTRAL PLAZA BC (NY5307), US - NY - Yorktown Heights - 2 Triangle CTR - YORKTOWN HEIGHTS BC (NY5325)