Job Opening

Relationship Banker 1

Serves as foundation of building customer loyalty and growing and retaining customer relationships in the branch system while completing all activities in a proactive manner. Plays a key role in the customer experience (efficient transactions, lobby experience, account maintenance and service beyond expectations); relationship management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling); risk management (audit requirements, fraud prevention; Know Your Customer; customer information profile (CIP); and branch operations). Profiles customers to identify financial needs, across all product and service lines, resolves service issues, and completes accurate and timely processing of Teller transactions. 

Essential Job Functions:

  • The RB1 serves as the assigned person (based on branch facility design), as scheduled, to welcome the customer, work with or direct them as appropriate based on their identified needs and encourage utilization of self-service channels. 
  • Support Bank guidelines for delivering and coaching exceptional customer experience including proactively greeting customers, smiling, using their name and ending each interaction (whether in person or phone) by saying “Thank you for your business, is there anything else I can do for you today (customer name)?” Maintain a professional manner to build customer confidence and trust. 
  • Take ownership of account servicing and error resolution, including resolving routine customer problems and referring more complex issues to supervisor. Follow-up on these issues as required to ensure timely and accurate resolution and convert servicing situations to sales/referral opportunities. 
  • Meet with customers entering the branch to assess and identify customers’ immediate and long-term financial needs; present all appropriate options and complete the sale and/or referral of products and services as appropriate. Develop new customer relationships and/or retain and expand existing relationships by proactively identifying customer opportunities utilizing fundamentals of the Bank’s sales process to achieve personal sales and/or referral goals. 
  • Conduct lead-focused outbound calls and participate in branch sales promotions as requested by management. 
  • Follow consumer guidelines for accuracy and proper new account handling and exception processing. 
  • Process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing in a timely and efficient manner. 
    Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work and adhere to all procedures. 
  • Maintain thorough knowledge of procedures required for ATM (Automated Teller Machine) settlement, foreign currency, night depository, reserve cash and coin maintenance, negotiable control and review, opening and closing procedures, ordering of cash, and preparation of cash for shipment and receipt of cash shipment.
  • Serve as the Head Teller depending on branch size and complexity. The RB1 may serve as the workflow coordinator, creating Teller schedules, providing sales and service leadership to the Tellers, ensuring consistent execution of activities and attending operations meetings conducted by Regional Operations. 
  • Ensure compliance with operational, security and control policies/procedures to support preventing fraud and protecting customer assets. 
  • Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings. 

Supervisory Responsibilities:

  • No required supervisory responsibilities

 

Resumes may be submitted to:
Katrina Russo, HR Coordinator
PO Box 210
Baldwinsville, NY 13027

Email: krusso@senecasavings.com
Fax: 315-638-9871

Adobe_PDF_file_icon_24x24Employment Application

Adobe_PDF_file_icon_24x24Credit Reference Notification & Authorization

 


Licensed Sales Professional

Financial Quest, a division of Seneca Savings is looking for a strong, licensed sales professional who is interested in working in a community banking environment. As a motivated team player with a track record of sales success, you will manage and grow a book of business providing a needs-based approach to selling financial solutions to our clients.

Primary Responsibilities: Actively propose needs-based financial solutions to new and existing bank clients as well as developing your own book of business through ongoing account reviews and re-evaluation of client’s needs. Work with banking partners to provide complete financial planning solutions for all of our client’s needs. Coordinate promotions, communications and training of investment products with assigned branches.

Minimum Qualifications Required: 3 years of Financial Services sales experience, series 7 and 63 and New York State Life and Health Insurance Licensed. Must be willing To obtain series 65 within one year of beginning the position. Excellent verbal and written communication skills. Strong presentation skills with the ability to phrase complex matters in easy-to-understand language.

Ideal Qualifications Preferred: Series 7, 63, 65 and New York State Life and Health Licensed. Excellent knowledge of bank products. Current experience in a similar role with a financial institution. Current experience in our geographic location.

Resumes may be submitted to:
Gregory P. Boshart, Program Manger
Financial Quest
PO Box 210
Baldwinsville, NY 13027

Email: gregory.boshart@ceterais.com
Fax: 315-638-9871

Adobe_PDF_file_icon_24x24Employment Application

Adobe_PDF_file_icon_24x24Credit Reference Notification & Authorization

Lost/Stolen ATM Card

If your ATM/Debit card is lost or stolen, contact us immediately at (315) 638-0233.

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APR
4.625% No PMI
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30 yr. Conventional Fixed
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20 yr. Conventional Fixed
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4.250%
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4.250% No PMI
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20 yr. Conventional Fixed
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4.000%
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4.000% With PMI
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15 yr. Conventional Fixed
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4.000%
APR
4.000% No PMI
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No
15 yr. Conventional Fixed
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3.750%
APR
3.750% With PMI
Points
No
10 yr. Conventional Fixed
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3.625%
APR
3.625%
Points
No
8 yr. Conventional Fixed
Rate
3.625%
APR
3.625%
Points
No
6 yr. Conventional Fixed
Rate
3.250%
APR
3.250%
Points
No
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