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Universal Banker- Wilton Square

Job in New York, New York County, New York, 10261, USA
Listing for: Saratoga
Full Time position
Listed on 2026-03-03
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: New York

The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Wilton Square team as:

Universal Banker, Wilton Square 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.

Essential

Job Functions
  • 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.
  • Able to travel, using reliable transportation, to various branches to meet operational needs.
  • Ability to work rotating Saturday schedule.
What you will need to thrive in this role

In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having

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 communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management
  • Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism
  • 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
  • Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software
Physical Demands
  • Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
  • Must be able to repetitively use a telephone and computer mouse and keyboard.
  • Ability to lift/move up to 15 lbs.
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 philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes.

As a multi-bank holding company, Arrow Financial…

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