Universal Banker

Adirondack Trust Company • Town of Milton, NY

3d • $19 - $22

About The Position

The Universal Banker focuses on the branch’s customer experience through sales, service, and engagement with Consumer and Business Banking customers. The role supports the branch’s daily operations as a Teller and meets customer service and sales needs as required by the assigned branch.

Requirements

• High school diploma or equivalent (GED).
• At least 1 year of proven retail sales, call center, or customer service experience.
• Strong verbal and written communication skills.
• Strong interpersonal skills.
• Ability to interact with a range of customers, from consumers to small businesses.
• 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.

Nice To Haves

• Notary, or ability to obtain notary status within the first year.

Responsibilities

• Provide consistent, outstanding customer service.
• Process transactions accurately and efficiently; balance the cash drawer and follow 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 about the features and benefits of customer solutions and make recommendations based on identified needs.
• Engage customers in a variety of ways, provide solutions to meet their needs, and encourage and support use of digital capabilities during customer interactions.
• Participate actively in the referral program by making referrals as appropriate.
• Proactively reach out to customers to contribute to the retention and expansion of customer relationships.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED