Banker

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

• Advocate for members and provide solutions to help them 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 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 member 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
• Meet goals and objectives provided by management
• Serve the North Greenbush Branch and support branches within the Capital East Region #1

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews
• Own and grow a defined book of business using goals-based planning and prudent risk oversight
• Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
• Partner with Wealth, Home Lending, and Business Banking teams through warm introductions and opportunity conversion
• Educate customers on self-service and mobile banking options
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
• Open accounts, handle service requests, and support everyday banking needs
• Complete licensing and SAFE registration requirements; transition from the temporary LP role upon successful completion

Senior Premier Banker

• Engage clients in the lobby and educate them on self-service resources
• Assist clients with mobile banking, online banking, and ATM transactions
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions aligned to their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Engage clients in the lobby and educate them on self-service resources
• Assist clients with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Conduct in-depth conversations to understand clients' financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank's risk culture and pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Engage clients in the lobby to educate and assist them with transactions through self-service resources
• Accurately and efficiently process cash transactions for clients
• Conduct deep conversations to understand clients' financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Engage clients in the lobby and educate them on self-service banking resources
• Assist clients with conducting transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• 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 to achieve individual, team, and corporate goals
• Build new 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
• Support branches within the Central NY Region, including Midler Ave, Deys, and South Crouse Branch locations

• 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