Relationship Banker

Broadview Federal Credit Union

. Deliver a high-quality member service experience by engaging in conversation, reviewing members’ full financial profiles, and recommending appropriate solutions .

Posted 9/28/2026full-timeSchenectady • 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 expertise in delivering high-quality member service and achieving financial goals through effective communication and relationship-building. Proficient in compliance with regulatory guidelines and operational excellence in branch banking.

Highest-signal resume keywords

Branch Banking ExperienceNotary Public LicenseMicrosoft Office Suite ProficiencyEffective Communication SkillsInterpersonal Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Financial Profile ReviewProblem ResolutionFraud DetectionOperational ExcellenceMulti-tasking

Soft Skills

Verbal CommunicationWritten CommunicationListening SkillsFlexibilityRelationship Building

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft SharePoint

Certifications & Qualifications

Notary Public LicenseSignature Guarantee Permissions

Industry Keywords

Member ServiceCommunity InvolvementFinancial GoalsRegulatory ComplianceRetail Banking

About the role

Key responsibilities & impact

Deliver a high-quality member service experience by engaging in conversation, reviewing members’ full financial profiles, and recommending appropriate solutions
Serve as a subject matter expert and resolve member service needs
Advocate for members and provide solutions to help them achieve financial goals
Attract new retail and business members and deepen existing member relationships 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 and 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

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, listening, oral, 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 of time
Ability to operate in a rapidly changing dynamic environment
Bilingual individuals fluent in a second language in addition to English are highly encouraged to apply

Benefits

Comp & perks

Competitive benefits package
Ongoing coaching, job shadowing, mentoring, and training