Branch Customer Advisor

1 week ago


Kingston, New York, United States Ulster Savings Bank Full time
Job Overview Location Kingston, NY Employment Type Full Time Compensation $17.50 Hourly Work Schedule Monday - Saturday Position Summary

We are in search of dedicated, motivated, and customer-focused individuals to join our team as Full-Time Personal Bankers. In this role, you will handle essential branch operations and customer service tasks while guiding both new and existing clients to the appropriate services offered by Ulster Savings Bank and its affiliates. You will also ensure a secure working environment by following the stringent security measures established by the bank.

Key Responsibilities

  1. Authenticate customer identities to facilitate retail and commercial account transactions, including deposits and withdrawals.
  2. Assist with all aspects of safe deposit box management.
  3. Process savings bond redemptions for both current and prospective clients.
  4. Issue debit and gift cards upon customer request.
  5. Open various types of personal and business accounts, such as checking, savings, safe deposit boxes, and IRAs.
  6. Promote banking products by:
    1. Engaging with customers about both traditional and innovative banking solutions.
    2. Consistently directing clients to other departments and services within Ulster Savings Bank.
    3. Keeping informed about all products available through the bank and its subsidiaries.
  7. Manage Certificate of Deposit transactions, including redemptions, payouts, transfers, and renewals.
  8. Accurately count and balance cash and coin in your cash drawer daily.
  9. Verify signatures and amounts on various financial documents, including checks and deposit slips.
  10. Prepare tickets, proof sheets, and receipts for auditing purposes.
  11. Assist clients with inquiries and resolve issues.
  12. Travel to different branches as required.
  13. Perform any additional tasks as assigned by management.
Qualifications
  1. At least 1 year of experience in cash handling.
  2. Strong verbal and written communication abilities.
  3. Exceptional customer service and technical skills.


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