Relationship Banker

Broadview Federal Credit Union

Relationship Banker providing financial solutions and exceptional service to help members achieve their financial goals. Engage through community involvement and effective member relationships.

Posted 6/26/2026full-timeColonie • New York • 🇺🇸 United StatesJunior💰 $23 - $25 per hourWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Associate degree preferred, or combination of equivalent education and experience
1 to 2 years of branch banking experience
Passed and Maintain 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

Benefits

Comp & perks

Competitive benefits package

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

branch banking experienceMicrosoft WordMicrosoft ExcelNotary Public LicenseSignature Guarantee permissions

Soft Skills

member advocacyproblem resolutioninterpersonal skillscommunication skillsmulti-taskingflexibility

Certifications

Notary Public License