Trust Clerk jobs in Troy, NY

About this 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.

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.

What you will need to thrive in this role:

Education/Certifications/Experience:

> 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

Skills/Knowledge:

> Strong communication 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 various branches as needed

> Work rotating Saturday schedule

What we will bring to the table:

We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:

> 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

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.

As a multi-bank holding company, Arrow Financial Corporation has over $4 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.

The salary range for this position is $19.00 - $22.00 per hour commensurate with experience and education.

Additional compensation may be earned through the Company’s incentive programs, subject to individual and company performance.

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