Universal Banker Senior Specialist - Rotterdam
Company: Saratoga National Bank & Trust Company
Location: Schenectady
Posted on: May 9, 2022
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Job Description:
Job DescriptionAIM YOUR CAREER IN THE RIGHT DIRECTION! Saratoga
National Bank & Trust Company is seeking an experienced Universal
BankerThis opportunity may be perfect for you if you have
experience in: Customer Service, Sales, and Account Management
ABOUT THE POSITION In this position at our Colonie location, you
would be 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 works in our
Rotterdam location. Responsibilities Include: • 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.
Qualifications: • Associates Degree or equivalent experience
required • 4 to 6 years of customer service experience required;
experience in a financial institution preferred • Ability to
achieve NMLS certification and Signature Guarantee certification
Skills/Knowledge Requirements: • Strong communications skills, both
written and verbal; comfortable communicating with customers,
co-workers, and management • 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 Other: • Travel to neighboring
locations as needed • Work rotating Saturday schedule ABOUT OUR
COMPANY We offer a pleasant work environment, career development
opportunities, competitive compensation, and an exceptional
benefits package. This position works in our Rotterdam location.
Saratoga National Bank & Trust Company has been serving the
residents and businesses in the Capital Region since 1988. We offer
exceptional service and outstanding products, and we are proud of
our commitment to the community through both charitable giving and
volunteerism. You can rely on our knowledgeable staff for sound
advice and quality customer service.We are an Equal Opportunity
Employer. Our employment decisions are made without regard for:
race, color, religion, national origin or ethnic origin, gender
(including pregnancy), sexual orientation, gender identity or
expression, age, disability, veteran status, or any other
characteristic protected by law. Our HR Team serves the more than
500 employees of Arrow Financial Corporation's subsidiaries – Glens
Falls National Bank & Trust Company, Saratoga National Bank & Trust
Company, and Upstate Agency Insurance. As a multi-bank holding
company, Arrow Financial Corporation has over $2 billion in assets.
Through our subsidiaries we provide a broad range of banking and
insurance services across northeastern New York, including online
and mobile banking, wealth management, money market and deposit
accounts, and mortgage, consumer and commercial loans. We are
committed to delivering value for our shareholders, our customers,
and our communities. Our conservative business model and strategy
of steady growth have resulted in many recognitions from the
nation's leading publications and bank-rating firms.
Keywords: Saratoga National Bank & Trust Company, Schenectady , Universal Banker Senior Specialist - Rotterdam, Other , Schenectady, New York
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