Branch Banking & Client Solutions Advisor

Adirondack Trust Company; City of Saratoga Springs (NY); On-site; USD 42,000 - 60,000; Full time

Job summary

Adirondack Trust Company in Saratoga Springs, NY, is seeking a Universal Banker to enhance the branch’s customer experience through sales, service, and engagement with Consumer and Business Banking clients.

The role includes processing transactions, opening/modifying accounts, promoting digital solutions, and driving referrals to grow customer relationships, while delivering high-quality service under tight timelines. Notary is preferred or obtainable within the first year.

Qualifications

• High school diploma or GED and at least 1 year of retail sales, call center, or customer service experience.
• Strong verbal and written communication skills.
• Strong interpersonal skills and ability to interact with diverse customers.
• Ability to work under time constraints in a team environment.
• Notary (preferred) or ability to obtain within the first year.

Responsibilities

• Process transactions accurately and balance the cash drawer.
• Meet with customers to discuss personal and/or business financial needs; open or modify accounts.
• Educate customers and explain features and benefits of customer solutions; make recommendations.
• Engage customers and promote digital capabilities in interactions.
• Actively participate in a referral program by making referrals as appropriate.
• Proactively reach out to customers to retain and expand relationships.

Skills

Verbal communication

Written communication

Interpersonal skills

Customer service

Time management

Problem-solving

Team collaboration

Notary (preferred)

Education

High school diploma or GED

Job description

Adirondack Trust Company in Saratoga Springs, NY, is seeking a Universal Banker to enhance the branch’s customer experience through sales, service, and engagement with Consumer and Business Banking clients.

The role includes processing transactions, opening/modifying accounts, promoting digital solutions, and driving referrals to grow customer relationships, while delivering high-quality service under tight timelines. Notary is preferred or obtainable within the first year.