Saratoga National Bank & Trust Company

Quality Assurance, Training & Operations Team Lead

Customer Service Training Banking

 

MOVE YOUR CAREER IN THE RIGHT DIRECTION! 

Glens Falls National Bank & Trust Company is seeking and experienced 

Quality Assurance, Training & Operations Team Lead 

This opportunity may be perfect for you if you have experience in: 

* Solid Problem Solving and Organizational Skills, 

Knowledge of Banking Rules and Regulations, and 

Excellent Customer Service Skills 

 ABOUT THE POSITION 

In this position with our Deposit Service Department, you would be responsible for training/cross-training department employees, performing reviews/audits of daily work to ensure accuracy and procedural quality. Performs deposit services, item processing, and electronic banking functions as needed and/or in weekly rotation. Works closely with department management to report on audits and perform support tasks as assigned. 

Responsibilities Include: 

§ Review and audit random samplings of daily work to ensure accuracy and procedural compliance. Prepare reports for management detailing audit result and make training recommendations to bridge performance gaps identified. 

§ Train/cross-train new and existing employees with goal of creating interchangeable and highly skilled workforce; keep skills/knowledge up-to-date in all areas including deposit services, item processing, and electronic banking. 

§ Perform daily deposit operations tasks as assigned; participate in weekly rotation for Item Processing end of day file transmissions. 

§ Schedule tasks and assure adequate coverage to ensure all tasks are completed timely; support department management with quarterly department audits. 

§ Process transactions/documentation accurately and timely; input data with high level of accuracy; research exceptions and report discrepancies; review data for missing information and proper authorizations. 

§ Provide consistent, outstanding customer service for both internal and external customers.  

Qualifications: 

Education/Certifications/Experience: 

§ Associate’s Degree or equivalent experience required 

§ 4 to 6 years of experience in banking and/or customer service required 

Skills/Knowledge Requirements: 

§ Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, management and other third parties 

§ Quality customer service skills 

§ Solid problem solving, organizational and analytical skills; ability to make informed decisions both independently and as part of a team 

§ Proficient in Microsoft Office Suite: Word, Excel, Outlook; knowledge of banking related software 

§ Thorough knowledge of banking rules and regulations pertaining to deposit accounts and expanded knowledge of NACHA rules preferred 

ABOUT OUR COMPANY 

We offer a pleasant work environment, career development opportunities, competitive compensation, and an exceptional benefits package. This position works out of our headquarters in Glens Falls, New York. Glens Falls National Bank & Trust Company has been serving the region and helping our neighbors achieve their financial goals since 1851. We are proud to serve as a cornerstone in the community through charitable giving and unmatched volunteerism. We serve Warren, Washington, northern Saratoga, Essex, and Clinton counties through 30 offices. 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.  

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