Relationship Banker

Broadview Federal Credit Union

. Advocate for members and provide solutions to help achieve their financial goals .

Posted 10/5/2026full-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 member service and operational excellence 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

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Hard Skills

Branch Banking ExperienceNotary Public LicenseSignature Guarantee PermissionsMicrosoft Word ProficiencyMicrosoft Excel ProficiencyMicrosoft PowerPoint ProficiencyMicrosoft SharePoint Proficiency

Soft Skills

Effective Verbal CommunicationEffective Written CommunicationListening SkillsInterpersonal SkillsFlexibility

Certifications & Qualifications

Notary Public License

Industry Keywords

Member AdvocacyOperational ExcellenceFraud DetectionRegulatory ComplianceCommunity Involvement

About the role

Key responsibilities & impact

Advocate for members and provide solutions to help achieve 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 of 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 goals and objectives provided by management
Support branches within Capital Northwest Region #1, including Malta, Wilton, and Clifton Park–Route 9 locations

Requirements

What you’ll need

Associate degree preferred, or combination of equivalent education and experience
One to two years of branch banking experience
Passed and maintain Notary Public License within 6 months of completion of 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 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
Ability to operate in a rapidly changing dynamic environment
Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills

Benefits

Comp & perks

Competitive benefits package