Universal Branch Associate

Our partner is hiring a Universal Branch Associate in Latham, NY. The primary role is to provide exceptional member service through efficient transaction processing and a consultative sales approach aimed at building and maintaining member relationships.

Responsibilities:

• Accurately process transactions and educate members on various transaction channels.
• Resolve member complaints promptly and involve other departments as needed.
• Handle large volumes of cash and negotiable items.
• Assist with daily operational tasks and branch maintenance.
• Open new memberships and accounts, process loans, and refer members to relevant financial services.
• Adhere to policies and procedures while utilizing systems for cross-selling.
• Acquire and maintain knowledge of products through ongoing training.
• Meet or exceed individual and team sales goals.
• Support marketing initiatives to enhance member awareness.
• Comply with policies, procedures, and regulatory requirements.
• Participate in training and development programs, including Bank Secrecy Act training.
• Contribute to teams, projects, and strategic initiatives.
• Demonstrate professionalism and teamwork, embracing guiding principles.

Requirements

• High School Diploma, GED certificate, or state authorized high school equivalent.
• NYS Notary Public license required within 12 months of employment.
• Minimum 1 year of customer service and sales experience in financial services or retail.
• Previous teller or cash handling experience preferred.

Benefits

• Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage (starting as low as $20 per month)
• 401(k) with employer match and non-elective contribution
• Paid time off (PTO), holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees

Our partner is committed to diversity and equal opportunity. All qualified applicants will be considered without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, marital status, domestic violence victim status, or any other characteristic protected by law.