Branch Banking Advisor: Sales, Service & Digital Solutions

Adirondack Trust Company; Village of Ballston Spa (NY); On-site; USD 25,000 - 30,000; Full time

Job summary

The Adirondack Trust Company seeks a Universal Banker to enhance the branch experience through sales, service, and engagement of Consumer and Business Banking customers. You will handle transactions, open or modify accounts, and support daily branch operations as a Teller while meeting customer needs.

You will educate customers on features, encourage digital tools, participate in referrals, and work to retain and grow client relationships.

Qualifications

• High school diploma or GED and at least 1 year of proven retail sales, call center, or customer service experience.
• Strong verbal and written communication skills.
• Strong interpersonal skills for varied customer interactions.
• Ability to interact with consumers and small businesses alike.
• Excellent time management and prioritization, with the ability to work under time constraints.
• Notary preferred or able to obtain within the first year of employment.

Responsibilities

• Process transactions accurately; balance cash drawer and follow cash-handling policies.
• Meet with customers to discuss personal and/or business financial needs; open/modify accounts.
• Educate customers on features and benefits; recommend solutions based on needs.
• Engage customers and promote digital capabilities in interactions.
• Participate in referrals and contribute to retention and expansion of relationships.
• Collaborate with team to ensure smooth branch operations.

Skills

Verbal & written communication

Interpersonal skills

Customer interaction

Time management

Problem solving

Team collaboration

Notary (preferred)

Education

High school diploma or GED

Job description

The Adirondack Trust Company seeks a Universal Banker to enhance the branch experience through sales, service, and engagement of Consumer and Business Banking customers. You will handle transactions, open or modify accounts, and support daily branch operations as a Teller while meeting customer needs.

You will educate customers on features, encourage digital tools, participate in referrals, and work to retain and grow client relationships.