Banking Advisor (Northampton and Hadley)

Greenfield Savings Bank; Northampton (MA); On-site; USD 45,000 - 70,000; Full time

Job summary

Greenfield Savings Bank in Northampton, MA is seeking a Banking Advisor to provide exceptional customer service while supporting branch operations and sales goals. The BA serves as a single point of contact, processes routine transactions, and partners with other lines of business to referrals.

You will work to meet individual sales targets, advise customers on products, handle deposits, withdrawals, wires, and new accounts, with potential supervisory duties depending on branch size.

Qualifications

• 1+ years of sales experience with cross selling.
• 1+ years of banking or financial services experience.
• 1+ year in a cash handling role with customer service.
• Excellent interpersonal and communication skills.

Responsibilities

• Provide unparalleled customer service in person and over the phone.
• Serve as single point of contact when possible and support branch operations.
• Partner with other lines of business to generate quality referrals.
• Meet individual sales and service goals.
• Process routine transactions and customer requests (deposits, withdrawals, wires, etc.).
• Adhere to bank policies, procedures, and legal guidelines.

Skills

Sales experience

Banking experience

Cash handling

Interpersonal skills

Job description

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+ year(s) experience in 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.