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Chemung Canal Trust Company Relationship Banker III in Williamsville, New York

Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services.

  • Proactively seeks ways to expand customer relationships in order to achieve individual and branch goals; displays sales leadership and drives sales through service and knowledge.

  • Engages in outbound calling and needs assessment to generate qualified referrals for alternate products, channels and other lines of business. Meets specific partner referral goals.

  • Actively assists in training, coaching and motivating the branch staff. May be responsible for providing employees with timely, candid, and constructive feedback, as well as completing performance reviews.

  • Actively leads branch huddles, meetings, and one on one coaching sessions. Responsible for developing branch staff. Serves as manager in the absence of the Branch Manager. Provides cross training/on the job training to employees on a regular basis.

  • Leads and manages branch staffing, retail and operational reports, and ensures all staff complete required training.

  • Accurately processes routine and complex transactions for branch customers, including deposits, withdrawals, and loan payment processing while balancing a cash drawer and safeguarding against fraud.

  • Assists with the maintenance and servicing of bank equipment such as ATMs, Night Drops, and Cash Advance Machines.

  • Researches customer inquiries, orders checks/debit cards, returns phone calls, and other customer originated service needs with the intent of enhancing customer retention and uncovering additional sales opportunities.

  • Confidently uses needs based assessment tools (Client Relationship Worksheet) in a conversational manner to analyze and uncover customer needs. Recommends and sells appropriate solutions both in person and over the phone.

  • Opens deposit accounts, inputs and follows through with loan applications following operations and regulatory requirements; opens all types of business and personal accounts and prepares related documentation; follows up with clients after new accounts are opened to deepen the relationship.

  • Demonstrates a high level of courtesy and efficiency with customers, continuously exceeding expectations with servicing skills; maintains a strong understanding of industry trends and how they impact the customer.

  • Obtains and maintains an active NMLS registration; possesses and utilizes a Lending Line.

  • Completes effective business calls with or without the Branch Manager.

  • Service Small Business Customers as needed and sell to branch managed business when no branch manager is available.

  • Actively participates in community activities that may generate new customer leads and supports the organization’s overall Community Outreach and CRA goals and initiatives.

  • Adheres to operational controls including but not limited to legal, corporate and regulatory procedures to ensure the safety and security of client bank assets.

  • Conforms to General Performance Expectations as identified for all employees.

Qualifications/Requirements

  • High School Diploma or equivalent required. Business related college courses preferred.

  • A minimum of 3 years’ experience in banking or considerable relevant customer service experience

  • Proficient analytical and mathematic skills, along with reading and writing skills

  • Proficient communication, interpersonal and sales skills

  • A comprehensive knowledge of operating policies and procedures which impact consumer services; A thorough knowledge of the features and benefits of company consumer products and services

  • Basic computer skills, including Microsoft Outlook, Word and Excel

  • Ability to lift up to 50 lbs. of coin

  • Must be able to support multiple branch locations as needed

Salary Range $20.33 to $31.03 hourly

Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.

Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled

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