Salary Range: $22.00 - $24.00

PRIMARY RESPONSIBILITY:

The Relationship Associate provides day-to-day customer service support to the GRB’s Commercial clients and Relationship Managers, including establishing new accounts, problem resolution, research, and technical support.

ESSENTIAL FUNCTIONS:

Provide day-to-day support of the bank’s commercial clients through the following:

• Exemplify the GRB Experience by maintaining a high degree of professionalism while providing outstanding customer service to the bank’s clients
• Communicate with Commercial clients via email and telephone, depending on client needs
• Research and resolve miscellaneous client loan and deposit account inquiries
• Provide backup technical support/troubleshooting for clients related to Cash Management products and services
• Work closely with Relationship Managers in establishing new deposit accounts for Commercial clients
• Perform account updates as requested by clients and Relationship Managers
• Prepare and process client transaction requests including wire transfers, loan pay downs, line of credit draws, account transfers and bank checks
• Prepare loan and deposit account maintenance requests and provide to Operations
• Review Insufficient Funds activity and update report daily
• Perform follow up on past due commercial loans
• Review various customer data reports (money market exceeding withdrawals, negative deposit account balance) and ensure follow-up with customer for resolution
• Process deposits through mail in an accurate, efficient manner compliant with bank policies and procedures
• Maintain and review customer data in the nCino system, including deposit accounts and email tracking

SECONDARY FUNCTIONS

• Cross-sell Commercial relationships where applicable
• Respond to requests for credit inquiries
• Prepare invoice payments for all commercial check orders
• Assist Relationship Managers in clearing loan exceptions
• Other duties as assigned by manager

EDUCATION AND EXPERIENCE:

High School Diploma /GED (Associates Degree preferred) with a minimum of 1year of banking experience Commercial banking experience preferred, or the equivalent combination of education and experience.

COMPETENCIES:

• Provide a remarkable client experience. Greet clients with warmth, genuine interest and a smile
• Lead by example. Identify current or potential problems, take ownership and see them through to resolution
• Act as a unified team. Possess strong interpersonal skills including the ability to proactively communicate with and assist others, within and across departments
• Ability to work independently. Seek and incorporate feedback on your performance from management, coworkers, and clients
• Demonstrate strong computer skills including Microsoft suite of products
• Working knowledge of general Banking Policies and Procedures
• Maintain strong organizational and time management skills
• Demonstrate a high level of analytical, problem solving and decision-making abilities
• Have the ability to multitask, with exceptional attention to detail

PHYSICAL DEMANDS:

While performing the duties of this job, the employee will be sitting or standing for extended periods of time. The employee may need to lift up to 25lbs, as necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT:

The work environment characteristics described here are the representative of those an employee encounters while performing the essential functions of this job. The work environment is indoor and climate controlled. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Genesee Regional Bank is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, gender identity, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or Local law.

THIS JOB DESCRIPTION IS SUBJECT TO CHANGE AT ANY TIME.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)