Operations Associate

Adirondack-Trust-Company; City of Saratoga Springs (NY); On-site; USD 36,000 - 48,000; Full time

Job summary

Adirondack Trust Company seeks an Operations Associate to assist customers with account questions by phone and in-branch support, delivering a positive, confidential service experience.

You will gain knowledge of all aspects of the Operations department to help customers and uphold privacy. Responsibilities include processing debit card applications, resolving disputes, and handling deposit-related tasks with accuracy and timeliness.

Qualifications

• High School Diploma or GED required.
• Extremely organized and methodical.
• Strong listening and communication abilities recommended.

Responsibilities

• Handles customer inquiries by phone and through the branches about checking, savings, debit cards, wires, overdrafts, stop payments, account errors and fraudulent transactions.
• Processes debit card applications and creates cards on site for customer pick up.
• Provides a good customer experience and remains calm to diffuse difficult situations.
• Possesses knowledge of Deposit Operations reports to provide accurate information to customers.
• Delivers all customer requests accurately and timely.
• Processes prenotes, HSA, stop payment and other deposit operation reports as needed.
• Processes debit card disputes and fraud cases.
• Other duties may be assigned.

Skills

Interpersonal skills

Phone/Customer service

Communication skills

Education

High School Diploma or GED

Tools

Banking software

Job description

The Operations Associate is an integral part of the Operations team. They will assist customers with a variety of account related questions by answering questions by phone. The employee will gain knowledge of all aspects of the Operations department to enable them to assist customers and provide a great customer experience. Applicants must be willing to perform all necessary job functions and uphold all customer confidentiality.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Handles customer inquiries by phone and through the branches; this includes inquiries about checking and savings accounts, debit cards, wires, overdrafts, stop payments, account errors and fraudulent transactions.

Processes debit card applications and creates cards on site for customer pick up.

Provides a good customer experience to both internal and external customers and remains calm to effectively diffuse any difficult customer situations.

Possesses knowledge of Deposit Operations reports and jobs to provide accurate and timely information to customers.

Delivers all customer requests on an accurate and timely basis.

Processes prenotes, HSA, stop payment and other deposit operations reports as needed in a timely and accurate manner

Processes debit card disputes and fraud cases.

Stays productive during the shift and shows initiative to learn new jobs, ask questions to aid the department, uses the systems and looks for efficiencies and ways to help create a better customer experience.

*Other duties may be assigned.

EDUCATION and/or EXPERIENCE:

High School Graduate or GED equivalent required.

Must be extremely organized and methodical.

Strong interpersonal relationship skills and the demonstration of effective listening and communication abilities are highly recommended.

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 to include: walking, standing, sitting, stooping, bending, pushing, and pulling.

Must be able to read reports and use computer.

Occasionally will lift 20-30 pounds (files, cash drawer, etc.)

Adirondack Trust is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex, transgender status, gender identity, gender dysphoria, sexual orientation, national origin, physical or mental disability, protected veteran status, marital and familial status, domestic violence victim status, known relationship or association with any member of a protected class or other characteristics protected by applicable law.