Banking Advisor

Greenfield Savings Bank; Greenfield (MA); Sur place; USD 20 000 - 24 000; Plein temps

Avantages offerts par ce poste

Equal opportunity employer

Résumé du poste

Greenfield Savings Bank in Greenfield, MA is seeking a Banking Advisor to provide exceptional customer service and support efficient branch operations. The BA serves as a single point of contact for customers and may assume supervisory responsibilities depending on branch size.

Key duties include processing deposits, withdrawals, wires and loan-related tasks; identifying cross-sell opportunities and referring customers to other lines of business.

Qualifications

• Experience in delivering superior customer service in a banking or retail setting.
• Proven track record in sales with cross-selling experience.
• Strong interpersonal and written/oral communication skills.

Responsabilités

• Provide unparalleled customer service during each interaction with customers both in person and on the phone.
• Partner with other lines of business to generate referrals and build relationships.
• Process routine transactions (deposits, withdrawals, payments) and support branch operations as needed.
• Meet individual sales and service goals and ensure compliance with bank policies.

Connaissances

Customer service

Sales experience

Communication skills

Description du poste

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.

100800 Greenfield 011 Regular Full-Time Salesworkers Greenfield, MA, US

Salary Range: $20.00 To $24.32 Annually

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.