Branch Banking Advisor: Sales, Service & Accounts

Adirondack Trust Company; Town of Malta (NY); On-site; USD 42,000 - 65,000; Full time

Job summary

Adirondack Trust Company in Town of Malta, NY is seeking a Universal Banker to enhance the branch’s customer experience by blending teller duties with sales and service for Consumer and Business Banking clients. You will support daily operations, process transactions, and engage customers to expand relationships.

In this role, you’ll need strong communication and interpersonal skills, with the ability to handle varied customer needs and promote digital banking tools.

Qualifications

• Minimum 1 year of proven retail sales, call center, or customer service experience.
• Strong verbal and written communication skills.
• Strong interpersonal skills.
• Ability to interact with various customers (consumer to small business).
• Notary (preferred) or ability to obtain within the first year.

Responsibilities

• Process transactions accurately and balance cash drawer per policies.
• Meet with customers to discuss personal and/or business financial needs; open/modify accounts to expand relationships.
• Educate customers on features and benefits; make recommendations based on needs.
• Engage customers and promote use of digital capabilities in interactions.
• Refer customers to products/services and support retention of relationships.

Skills

Retail sales experience

Excellent communication skills

Interpersonal skills

Ability to handle difficult customer

Time management

Notary (preferred)

Education

High school diploma or GED

Job description

Adirondack Trust Company in Town of Malta, NY is seeking a Universal Banker to enhance the branch’s customer experience by blending teller duties with sales and service for Consumer and Business Banking clients. You will support daily operations, process transactions, and engage customers to expand relationships.

In this role, you’ll need strong communication and interpersonal skills, with the ability to handle varied customer needs and promote digital banking tools.