Universal Banker

Adirondack Trust Company; Town of Wilton (NY); Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

Adirondack Trust Company is seeking a Universal Banker to enhance branch customer experience by delivering sales, service, and engagement for Consumer and Business Banking clients. The role combines Teller duties with customer advisory responsibilities to open or modify accounts and address financial needs.

You will educate customers on features, promote digital banking, participate in referrals, and build lasting relationships while working in a fast-paced environment.

Formación

• High school diploma or equivalent (GED) and at least 1 year of retail sales, call center, or customer service experience.
• Strong verbal and written communication skills.
• Strong interpersonal skills.
• Ability to interact with consumer to small business customers.
• Ability to handle difficult customer conversations.
• Well-organized with good time management and prioritization.
• Problem-solving and decision-making abilities.
• 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.

Responsabilidades

• Process transactions accurately and balances the cash drawer; follow cash-handling policies.
• Meet with customers to discuss personal and/or business financial needs; open or modify accounts.
• Educate customers on features and benefits of solutions; make recommendations.
• Engage customers and promote digital capabilities in interactions.
• Participate in referral program and contribute to retention and relationships.

Conocimientos

Communication skills

Interpersonal skills

Customer service

Time management

Problem solving

Teamwork

Notary

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.)