Banking Advisor

Greenfield Savings Bank; Greenfield (MA); On-site; USD 27,552 - 33,007; Full time

Job summary

A financial institution is seeking a Banking Advisor in Greenfield, Massachusetts, to ensure smooth branch operations and provide exceptional customer service. The ideal candidate will have over a year of experience in sales and banking services, with responsibilities including transaction processing and customer advisory. This full-time role promises a competitive pay ranging from $20.00/hr to $23.96/hr, based on the candidate's experience and expertise.

Qualifications

• 1+ years of experience in a sales environment.
• 1+ years of banking or financial services experience.
• 1+ year of experience in a cash-handling position.

Responsibilities

• Provide unparalleled customer service during each interaction.
• Maintain compliance with the Bank’s policies and procedures.
• Process routine transactions and customer requests as needed.
• Advise customers on products and services to meet their needs.

Skills

Communication Skills

Customer Service

Sales Experience

Cash Handling

Job description

Pay Range

Base pay: $20.00/hr – $23.96/hr. Pay is based on experience, expertise, market data, and internal equity. New hires can generally 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 a single point‑of‑contact service whenever possible, offering the customer an unparalleled experience. Depending on the branch size, the BA may have supervisory responsibilities.

• Provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone
• Partner with other lines of business in making quality customer referrals
• Contribute to building a positive team environment
• Ensure compliance and understanding of the Bank’s policies, procedures, and legal guidelines, both new and existing
• Assume responsibility for self‑improvement through training courses (internal and external) as well as personal curiosity and inquisitiveness
• Work with management to bring in new business through relationship‑based selling to help achieve personal sales goals
• Process routine transactions 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)
• Meet individual sales and service goals
• Advise customers on how our products and services can meet their financial needs
• Take on additional responsibilities as needed by the office, as assigned by the manager

Desired Experience & Skills

• Internal candidates must be a Teller 2 with “Meets Expectations” on the 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+ year(s) of experience in a cash‑handling position that involved customer service
• Excellent 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.

Seniority Level

Not Applicable

Employment Type

Full‑time

Job Function

Finance and Sales | Industry: Banking