Universal Banker
Adirondack Trust Company
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- Pay
- $19 to $22
- an hour
- Location
- Saratoga Springs, NY
- Posted
- Nov 7
- 1 day ago
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About the company
Adirondack Trust Company
Banking · 201 to 500 employees
What you'll do
- Provide consistent, outstanding customer service
- Process transactions accurately and efficiently; balance the cash drawer
- Meet with customers to discuss personal and/or business financial needs
- Open or modify accounts to address customer needs
- Explain customer solutions and make recommendations based on identified needs
- Encourage and support the use of digital capabilities in customer interactions
- Make referrals as appropriate
- Reach out to customers to contribute to relationship retention and expansion
What you need
- High school diploma or equivalent (GED)
- Minimum of 1 year’s proven retail sales, call center, or customer service experience
- Strong verbal and written communication skills
- Strong interpersonal skills
- Proven time management and prioritization skills
- Problem-solving and decision-making skills
- Ability to work independently and as part of a collaborative team
- Notary (preferred) or ability to obtain within the first year
Key skills
Strong interpersonal skillsProblem-solving and decision-making skillsNotary
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Read the full posting here
POSITION SUMMARY:
The Universal Banker focuses on the branch’s customer experience through sales, service, and engagement of our Consumer and Business Banking customers. The Universal Banker supports the branch's daily operations as a Teller and meets customer service and sales needs as required by the assigned branch.
ESSENTIAL FUNCTIONS:
Provide consistent, outstanding customer service.
Process transactions accurately and efficiently; balance the cash drawer and adhere to established cash limits, cash-handling, and check-cashing policies.
Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand relationships.
Educate customers and explain the features and benefits of customer solutions; make recommendations based on the customer’s identified needs.
Engage customers in a variety of ways and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions.
Actively participate in a referral program by making referrals as appropriate.
Proactively reach out to customers to contribute to the retention and expansion of all customer relationships.
MINIMUM JOB REQUIREMENTS:
High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, or customer service experience
Strong verbal and written communication skills
Strong interpersonal skills
Ability to interact with varying customers (consumer to small business)
Ability to effectively handle difficult customer conversations
Well-organized
Proven time management and prioritization skills
Problem-solving and decision-making skills
Ability to work independently and as part of a collaborative team
Ability to work under critical time constraints in a team environment
Notary (preferred) or ability to obtain within the first year.
PHYSICAL DEMANDS:
Must be able to hear well enough to communicate with customers, co-workers, and outside bank personnel.
Communicate Orally.
Normal daily physical activities include walking, standing, sitting, stooping, bending, pushing, and pulling.
Must be able to read reports and use a computer.
Occasionally will lift 20-30 pounds (files, cash drawer, etc.)