Relationship Banker

Broadview Federal Credit Union

Relationship Banker serving members and growing retail and business relationships for Broadview FCU. Providing financial solutions, branch support, and exceptional member service across the Capital Northwest region.

Posted 8/7/2026full-timeClifton Park • New York • 🇺🇸 United StatesJunior💰 $23 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong member advocacy and relationship-building skills while ensuring compliance with regulatory guidelines. Proficient in delivering exceptional service and achieving performance goals in a dynamic banking environment.

Highest-signal resume keywords

Branch Banking ExperienceNotary Public LicenseMicrosoft Office Suite ProficiencyEffective Communication SkillsInterpersonal Skills

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

Branch BankingFraud DetectionProblem ResolutionOperational ExcellenceMultitasking

Soft Skills

Verbal CommunicationWritten CommunicationListening SkillsFlexibilityInterpersonal Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft SharePoint

Certifications & Qualifications

Notary Public License

Industry Keywords

Member AdvocacyFinancial GoalsCommunity InvolvementService ChannelsRegulatory Compliance

About the role

Key responsibilities & impact

Advocate for members and enhance their experience by providing solutions aligned with their financial goals
Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach
Deliver exceptional member service with accuracy and operational excellence, including problem and complaint resolution
Support branch growth and a profitable book of business to achieve individual, team, and corporate goals
Build relationships through community/foundation involvement and member referrals
Promote, educate, and demonstrate available service channels
Participate in coaching, job shadowing, mentoring, and training
Detect and report fraud or irregular activities
Ensure compliance with applicable policies, procedures, and regulatory guidelines
Achieve management-provided goals and objectives

Requirements

What you’ll need

Associate degree preferred, or equivalent combination of education and experience
One to two years of branch banking experience
Must pass and maintain a Notary Public License within six months of completing Relationship Banker Training
Signature Guarantee permissions
Proficiency in Microsoft Word and Excel
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint
Ability to multitask to meet or exceed minimum performance standards
Effective verbal, written, listening, and auditory 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
Ability to operate in a rapidly changing, dynamic environment
Fluency in English; bilingual applicants fluent in a second language are highly encouraged to apply

Benefits

Comp & perks

Competitive benefits package
Ongoing coaching, job shadowing, mentoring, and training
Opportunities for personal and professional growth
Equal opportunity and disability accessibility support