Banking Advisor

Greenfield Savings Bank; Easthampton (MA); On-site; USD 28,000 - 34,000; Full time

Job summary

Greenfield Savings Bank is seeking a Banking Advisor in Easthampton, MA to provide top-tier customer service and act as a single point of contact for customers. The role may include supervisory duties depending on branch size.

Your responsibilities include processing transactions, cross-selling products, and meeting sales and service goals while adhering to bank policies and regulatory guidelines.

Qualifications

• Internal candidates: Must be a Teller 2 with “Meets Expectations” on previous performance review.
• 1+ years of experience in a sales environment with a solid track record (including cross selling).
• 1+ years of banking or financial services experience.
• 1+ years of cash handling position that involved customer service.
• Great interpersonal and communication (written and oral) skills.

Responsibilities

• Provide unparalleled customer service during each interaction.
• Partner with other lines of business to refer customers.
• Contribute to a positive team environment.
• Ensure compliance with bank policies and legal guidelines.
• Work with management to bring in new business through relationship-based selling.
• Process routine transactions behind the teller line as needed.
• Handle wires, fraud, debit cards, research, and new accounts requests.
• Meet individual sales and service goals.
• Advise customers on products and services to meet financial needs.

Skills

Sales experience

Customer service

Interpersonal skills

Communication skills

Cross selling

Cash handling

Banking knowledge

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Easthampton ESTH, Easthampton, MA, US

3 days ago Requisition ID: 1712

Salary Range: $20.00 To $24.32 Hourly

Pay is based on related experience, expertise, market data, and internal equity; generally, new hires can expect pay between the minimum and midpoint of the range.

General Statement of Duties:

The Banking Advisor (BA) will perform platform duties as required to ensure smooth branch operations. The BA is expected to provide single point-of-contact service whenever possible giving the customer an unparalleled experience. Depending on the branch size, the BA may have supervisory responsibilities.

• Required to provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone
• Will partner with other lines of business in making quality customer referrals
• Contributes to building a positive team environment
• Responsible for compliance and understanding of the Bank’s policies, procedures, and legal guidelines, both new and existing.
• Assumes responsibility for self-improvement through training courses (internal and external) as well as personal curiosity and inquisitiveness
• Required to work with management to bring in new business through relationship-based selling which will help achieve personal sales goals
• Process routine transactions as requested by customers such as deposits, withdrawals, payments and issuing official items behind the teller line as required by branch needs
• Process all routine customer requests including but not limited to wires, fraud, debit cards, research, and new accounts (consumer and small business: checking, savings, certificates of deposit, and money markets)
• Will be responsible for meeting individual sales and service goals
• Advises customers on how our products and services can meet their financial needs
• Additional responsibility, as needed by office, will be assigned by manager

Desired Experience & Skills

• Internal candidates: Must be a Teller 2 with “Meets Expectations” on previous performance review
• 1+ years of experience in a sales environment with a solid track record (including cross selling)
• 1+ years of banking or financial services experience
• 1+ years of cash handling position that involved customer service
• Great interpersonal and communication (written and oral) skills

Greenfield Savings Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity and/or expression, national origin, disability status, protected veteran status, age, marital status, or any other protected class.