Our partner is seeking a Customer Service Representative Teller Support Specialist in Plattsburgh, NY. This company is dedicated to providing friendly, high-quality financial services and products to its customers. With a retail division that operates over 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts, the company also offers services in wealth management, investment management, insurance, risk management, and benefit plan administration. The company values its employees and provides a supportive work environment, competitive compensation, benefits, and opportunities for professional development.
Responsibilities
- Provide quality customer service and a positive banking experience by handling financial transactions such as opening accounts and cashing checks.
- Explain and sell products and services to meet customer needs.
- Contact customers to schedule sales appointments and promote products.
- Participate in branch prospecting efforts.
- Assist customers with requests such as stop payments, wire transfers, balance discrepancies, and loan information.
- Serve as a liaison between customers and operational areas.
- Conduct transactions accurately and maintain daily cash balancing according to established guidelines.
- Adhere to company policies, procedures, and internal controls.
- Ensure ongoing compliance with applicable laws and regulations.
- Stay focused and demonstrate core values such as strong work ethic, integrity, respect, responsibility, transparency, and humility.
- Perform other related duties as assigned.
Requirements
- High School Diploma or GED required.
- Internal product knowledge and teller training.
- Accurate and proficient math skills.
- Strong attention to detail in documentation.
- Excellent interpersonal and communication skills.
- Ability to think clearly and stay focused.
- Must demonstrate core values: strong work ethics, integrity, respect for others, responsibility, transparency, and humility.
- Minimum of 2 years of experience in banking and/or customer service required.
- Must be 18 years of age or older.
- Travel to surrounding branches may be required as needed.
Physical Requirements
- Ability to stand, walk, or sit for extended periods.
- Use of hands and fingers, reaching with hands or arms, and speaking and hearing.
- Occasional lifting or moving of up to 25 pounds.
- Specific vision abilities required include close vision and the ability to focus.
Benefits
Benefits
- 11 paid holidays.
- Paid vacation.
- Medical, Vision, and Dental insurance.
- 401K with generous match.
- Pension plan.
- Tuition Reimbursement.
- Banking discounts.
Compensation
- Minimum: USD $17.50/Hr.
- Maximum: USD $23.82/Hr.
The company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, or other protected characteristics.
