Relationship Banker
First Niagara Financial Group - Rochester, NY

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Required Skills:
  • High School Diploma or GED required
  • 1 year customer service experience and sales and cash handling experience
  • Must successfully register and maintain registration annually with The National Mortgage Licensing System and Registry in compliance with the Secure and Fair Enforcement for Mortgage Licensing (S.A.F.E.) Act
  • Notary licenses preferred
  • PC knowledge, including a working knowledge of Word and Excel
  • Commitment to superior customer service
Job Description:

The primary functions of a Relationship Banker are to sell and service bank products for customers as well as the referral of non-bank products. Relationship Bankers must meet established sales performance standards and build and maintain positive relationships with customers. The Relationship Banker is expected to be a customer experience champion and dales producer with the ability to build relationships. This position requires the individual to adhere to and support First Niagara Bank’s Statement of Values.

Key Responsibilities:

  • Prioritize and deploy the most efficient high impact sales activities to generate sales outcomes to reach goal
  • Convert service requests to sales
  • Onboard customers
  • Maximize sales efforts with walk-in opportunities
  • Focus and exhaust proactive sales efforts with existing customers before generating your own initiatives
  • Fully leverage available sales tools, prescribed in-branch routines, call lists and best practices to increase sales productivity
  • Achieve sales through consistent profiling, cross-sell and follow-up activities
  • Use CRM to document customer interactions, sales activities, facilitate follow-up and forecast sales results
  • Consistently apply our sales model with every customer
  • Provide a consistent and exceptional customer experience that helps contribute to the attainment of branch customer satisfaction and loyalty targets (Drive for “5”)
  • Demonstrate exceptional customer service behaviors to create advocacy and earn the right to expand relationships
  • Do what’s best for the customer by promoting referrals to the most appropriate team members and cross-functional business partners as appropriate
  • Ensure and promote personal ownership for all customer issues through resolution
  • Be a positive and effective team player by helping others on the team achieve success
  • Proactively seek coaching to development service and sales skills and identify and share ways coaching would be most beneficial to you
  • Perform client sales and servicing transactions with operational proficiency
  • Support branch security procedures and handlings while maintaining operational proficiencies
  • Transact business in accordance to Bank Policies and regulations
  • Stay informed and become knowledgeable in understanding operational changes, as they occur
  • Must adhere to pertinent laws, regulations, First Niagara’s Compliance Policy and external compliance requirements
New York


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