Banking Advisor: Customer Success & Growth

ADP, Inc.; Easthampton (MA); Hybrid; USD 57,308,000 - 69,780,000; Full time

Job summary

Greenfield Savings Bank is seeking a Banking Advisor in Easthampton, MA to provide exceptional customer service and act as a single point of contact for customers. You may have supervisory duties depending on branch size and will work to achieve sales goals.

The role requires prior banking or financial services experience, strong communication, and a customer-first mindset. You will process routine transactions and advise customers on suitable products and services, while adhering to bank

Qualifications

• 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) experience in cash handling position that involved customer service.
• Great interpersonal and communication (written and oral) skills.

Responsibilities

• Provide unparalleled customer service during interactions, maintaining professionalism in person and on the phone.
• Partner with other lines of business to make quality customer referrals.
• Contribute to a positive team environment and ensure compliance with bank policies and guidelines.
• Engage in self-improvement through training courses and personal growth.
• Meet individual sales and service goals and advise customers on products and services.
• Process routine transactions such as deposits, withdrawals, payments, and teller-line items.
• Handle wires, fraud inquiries, debit cards, research requests, and new accounts.
• Assist with new business through relationship-based selling as directed by management.

Skills

Customer service

Sales experience

Communication skills

Interpersonal skills

Job description

Greenfield Savings Bank is seeking a Banking Advisor in Easthampton, MA to provide exceptional customer service and act as a single point of contact for customers. You may have supervisory duties depending on branch size and will work to achieve sales goals.

The role requires prior banking or financial services experience, strong communication, and a customer-first mindset. You will process routine transactions and advise customers on suitable products and services, while adhering to bank