Trust Clerk jobs in Syracuse, NY

Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services.

• Engages in outbound calling and needs assessment to generate qualified referrals for alternate products, channels and other lines of business. Meets specific partner referral goals.
• Obtains and maintains an active NMLS registration; has and utilizes a Lending Line.
• Service Small Business Customers as needed and sell to branch managed business when no branch manager is available.
• Accurately processes routine and complex transactions for branch customers, including deposits, withdrawals, and loan payment processing while balancing a cash drawer and safeguarding against fraud.
• Actively participates in community activities that may generate new customer leads and supports the organization’s overall Community Outreach and CRA goals and initiatives; Actively participates in career circles, committees and networking events as appropriate.
• Assists with the maintenance and servicing of bank equipment such as ATMs, Night Drops, and Cash Advance Machines.
• Researches customer inquiries, orders checks/debit cards, returns phone calls, and other customer originated service needs with the intent of enhancing customer retention and uncovering additional sales opportunities.
• Confidently uses needs based assessment tools (Client Relationship Worksheet) in a conversational manner to analyze and uncover customer needs. Recommends and sells appropriate solutions both in person and over the phone.
• Opens deposit accounts, inputs and follows through with loan applications following operations and regulatory requirements; opens all types of business and personal accounts and prepares related documentation; follows up with clients after new accounts are opened to deepen the relationship.
• Demonstrates a high level of courtesy and efficiency with customers, continuously exceeding expectations with servicing skills; maintains a strong understanding of industry trends and how they impact the customer.
• Proactively seeks ways to expand customer relationships in order to achieve individual and branch goals; drives sales through service and knowledge.
• Actively participates in branch huddles, meetings, and one on one coaching sessions.
• May be required to provide cross training/on the job training to employees on a regular basis.
• Adheres to operational controls including but not limited to legal, corporate and regulatory procedures to ensure the safety and security of client bank assets.
• Conforms to General Performance Expectations as identified for all employees.

Qualifications/Requirements

• High School Diploma or equivalent with an emphasis in a business curriculum
• A minimum of 2 years’ experience in banking or considerable relevant customer service experience
• Proficient analytical and mathematic skills, along with reading and writing skills
• Proficient communication, interpersonal and sales skills
• A comprehensive knowledge of operating policies and procedures which impact consumer services; A thorough knowledge of the features and benefits of company consumer products and services
• Basic computer skills, including Microsoft Outlook, Word and Excel
• Ability to lift up to 50 lbs. of coin
• Must be able to support multiple branch locations as needed

Salary Range $17.00 to $26.50 hourly

Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.

Chemung Canal Trust Company/Capital Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled