Adirondack Trust Company
Adirondack Trust Company
Posted 3 months ago
Full Time
Saratoga Springs, New York
In Person
Smart Summary
Responsibilities
The Operations Associate handles customer inquiries regarding bank accounts, debit cards, and fraudulent transactions via phone and in-branch. They are responsible for processing debit card applications, disputes, and various deposit operations reports.
Qualifications
You have a high school diploma or GED equivalent and possess strong organizational, listening, and communication skills. You are comfortable handling customer inquiries over the phone, processing various account-related requests, and ensuring accurate and timely delivery of customer service.
Must Have Skills for ATS
Deposit Operations
Debit card applications
HSA
Stop payment
Fraud cases
Phone etiquette
Bank terminology
Job Description
SUMMARY:
The Operations Associate is an integral part of the Operations team. They will assist customers with a variety of account related questions by answering questions by phone. The employee will gain knowledge of all aspects of the Operations department to enable them to assist customers and provide a great customer experience. Applicants must be willing to perform all necessary job functions and uphold all customer confidentiality.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Handles customer inquiries by phone and through the branches; this includes inquiries about checking and savings accounts, debit cards, wires, overdrafts, stop payments, account errors and fraudulent transactions.
Processes debit card applications and creates cards on site for customer pick up.
Provides a good customer experience to both internal and external customers and remains calm to effectively diffuse any difficult customer situations.
Possesses knowledge of Deposit Operations reports and jobs to provide accurate and timely information to customers.
Communicates effectively using proper phone etiquette and bank terminology.
Delivers all customer requests on an accurate and timely basis.
Processes prenotes, HSA, stop payment and other deposit operations reports as needed in a timely and accurate manner
Processes debit card disputes and fraud cases.
Stays productive during the shift and shows initiative to learn new jobs, ask questions to aid the department, uses the systems and looks for efficiencies and ways to help create a better customer experience.
*Other duties may be assigned.
EDUCATION and/or EXPERIENCE:
High School Graduate or GED equivalent required.
Must be extremely organized and methodical.
Strong interpersonal relationship skills and the demonstration of effective listening and communication abilities are highly recommended.
PHYSICAL DEMANDS:
Must be able to hear well enough to communicate with customers, co-workers, and outside bank personnel.
Communicate Orally.
Normal daily physical activities to include: walking, standing, sitting, stooping, bending, pushing, and pulling.
Must be able to read reports and use computer.
Occasionally will lift 20-30 pounds (files, cash drawer, etc.)
Adirondack Trust is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex, transgender status, gender identity, gender dysphoria, sexual orientation, national origin, physical or mental disability, protected veteran status, marital and familial status, domestic violence victim status, known relationship or association with any member of a protected class or other characteristics protected by applicable law.
Adirondack Trust Company
With Runway
See Your Fit for This Role
1-5 min
Your Score
?
Top Applicants
90%
Your Job Search Advantage
Key Gaps & Next Steps:
Address these in your resume & Interview
Top Strengths For This Role
Highlight these in your cover letter & interview
Your Interview Guide
A Personalized Interview Strategy
Freshest Opportunities
Never Miss a Good Fit
Get notified when jobs mach your criteria