Universal Banker

Adirondack Trust Company; Ballston Lake (NY); Presencial; USD 38.000 - 54.000; Jornada completa

Descripción de la vacante

Adirondack Trust Company seeks a Universal Banker to enhance branch customer experience through sales, service, and engagement of Consumer and Business Banking clients.

The role supports daily operations as a Teller and meets customer needs with solutions and digital engagement.

Formación

• High school diploma or GED required.
• 1 year of proven retail sales, call center, or customer service experience.
• Excellent verbal and written communication.
• Ability to interact with a range of customers (consumer to small business).
• Notary preferred or ability to obtain within the first year.

Responsabilidades

• Process transactions accurately and balance cash drawer per policies.
• Meet with customers to discuss personal and/or business financial needs; open/modify accounts.
• Educate customers on features and benefits; make appropriate recommendations.
• Engage customers and promote digital capabilities in interactions.
• Participate in referrals and contribute to retention and expansion of relationships.

Conocimientos

Strong verbal and written comm.

Strong interpersonal skills

Notary preferred

Educación

High school diploma or GED

Descripción del empleo

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:

• 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.)