Banking Solutions Lead – Small Biz & Tech Lending

Chelsea Groton Bank; Waterford (CT); Vor Ort; USD 45.000 - 60.000; Vollzeit

Zusammenfassung

Chelsea Groton Bank is seeking a Customer Solutions Specialist (NE9) to deliver exceptional service and support customers in achieving their financial goals. The role covers day-to-day banking transactions, consumer and business products, and leadership in niche areas like small business, technology, and consumer lending.

The ideal candidate has 3+ years in cash handling, customer service, lending, and supervision, with strong coaching, communication, and tech skills to help customers navigate

Qualifikationen

• A.S. or equivalent and 3+ years in cash handling, customer service, lending and supervisory roles.
• Strong coaching experience and ability to train and motivate Financial Care Professionals.
• Proficiency with Microsoft Word, Excel, Outlook and PowerPoint; tech-savvy in banking tech.
• Excellent verbal and written communication, math, and organizational skills.

Aufgaben

• Provides outstanding service to help customers achieve financial goals.
• Opens, processes, and maintains consumer and business deposit and loan products.
• Leads branch initiatives, participates in community events, and supports business development.
• Balances transactions and ensures accurate documentation and regulatory compliance.

Kenntnisse

Cash handling

Customer service

Lending

Supervisory

Problem solving

Coaching

Communication (verbal & written)

Organizational skills

Mathematical ability

Ausbildung

A.S. or equivalent

Tools

Microsoft Word

Microsoft Excel

Outlook

PowerPoint

Banking technology tools

Jobbeschreibung

Chelsea Groton Bank is seeking a Customer Solutions Specialist (NE9) to deliver exceptional service and support customers in achieving their financial goals. The role covers day-to-day banking transactions, consumer and business products, and leadership in niche areas like small business, technology, and consumer lending.

The ideal candidate has 3+ years in cash handling, customer service, lending, and supervision, with strong coaching, communication, and tech skills to help customers navigate