Universal Banker - Arrow Main Office
About The Position
Responsible for performing a complete range of services for customers including: processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Frequently transitions between working as a Teller and helping customers on the Platform. Works with customers to identify needs and explain products/services with the goal of converting service opportunities into sales events. This position is located in Glens Falls, NY.
Requirements
- Associates Degree or equivalent experience required
- 4-6 years of customer service experience required; experience in a financial institution preferred
- Ability to achieve NMLS certification and Signature Guarantee certification
- Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management
- Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism
- Quality problem solving skills; ability to work independently and as part of a cooperative work team
- Proficient in Microsoft Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus
- Solid sales and referral experience; knowledge of bank and insurance products/services
- Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software
- Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
- Must be able to repetitively use a telephone and computer mouse and keyboard.
- Ability to lift/move up to 15 lbs.
Responsibilities
- Provide consistent, outstanding customer service by anticipating and reacting to customer needs.
- Process transactions accurately and efficiently; balance 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 customer relationships.
- Research customer questions and direct problem resolution to maintain customer relationships.
- Solicit new business, cross-sell Company products/services and support sales goals; actively participate in referral program by making referrals as appropriate.
- Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable.
- Adhere to requirements pertaining to branch security, fraud prevention and Bank Secrecy Act; identify counterfeit currency and monetary instruments; adhere to Company policies and procedures.
- Provide training, support and guidance as appropriate to co-workers and customers.
- Act in Branch Manager's absence as needed.
- Able to travel, using reliable transportation, to various branches to meet operational needs
- Ability to work rotating Saturday schedule
Benefits
- Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
- Medical, Dental, and Vision Insurance and Flexible Spending Plan
- Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
- Education and Tuition Reimbursement
- Employee Assistance Program for our employees and their immediate family members
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Education Level
Associate degree
Number of Employees
501-1,000 employees
