Banking Solutions Specialist: Help Customers Reach Goals

Chelsea Groton Bank; Baltic (CT); On-site; USD 36,000 - 60,000; Full time

Job summary

Chelsea Groton Bank is seeking a Customer Solutions Representative to assist customers on the branch floor and educate them on banking services that support their financial well‑being. You will process deposits and withdrawals, open and service accounts, and promote online banking tools.

Strong customer service, communication, and basic banking knowledge are essential. A high school diploma is required; cash handling experience is a plus.

Qualifications

• Minimum of two years of customer service or related experience required.
• Cash handling experience is helpful.
• Detail-oriented and able to multi-task.
• Proficient use of office equipment and basic banking technology.

Responsibilities

• Proactively engages with customers on retail branch floor and educates through presentations.
• Maintains knowledge of bank products and services; assists with deposits, withdrawals, and account maintenance.
• Opens and processes various consumer and business accounts and referrals to partners as appropriate.
• Demonstrates online and mobile banking features to customers.

Skills

Customer service

Verbal communication

Written communication

Mathematical skills

Problem solving

Organizational skills

Tech-savvy

Education

High School diploma

Associate's or bachelor's degree preferred

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Job description

Chelsea Groton Bank is seeking a Customer Solutions Representative to assist customers on the branch floor and educate them on banking services that support their financial well‑being. You will process deposits and withdrawals, open and service accounts, and promote online banking tools.

Strong customer service, communication, and basic banking knowledge are essential. A high school diploma is required; cash handling experience is a plus.