Banking Specialist

Coastal Heritage Bank; Weymouth (MA); On-site; USD 42,000 - 60,000; Full time

Job summary

Coastal Heritage Bank in Weymouth, MA is seeking an experienced Banking Specialist to join our retail team. You will be the face of the bank, delivering exceptional service while assisting customers with accounts and transactions.

This role requires attention to detail, strong communication, and a team‑oriented approach. Occasional cross-location support may be required to ensure a smooth customer experience and accurate processing of banking tasks.

Qualifications

• Experience in customer-facing banking roles and cash handling.
• Strong communication and interpersonal skills.
• Ability to work accurately with accounts and transactions.
• Familiarity with bank policies and regulatory compliance.

Responsibilities

• Provide excellent and courteous customer service at the Weymouth location.
• Assist customers with account services, including account opening and closing.
• Process customer transactions accurately and balance cash drawer.
• Stay updated on bank products to answer inquiries accurately.
• Adhere to bank policies, procedures, and applicable laws.
• Support branch operations and maintain a secure facility.
• Contribute to a positive and engaging work environment.
• May float between nearby locations to provide support as needed.

Skills

Customer service

Banking experience

Cash handling

Interpersonal skills

Communication skills

Analytical skills

Excel

Education

High School diploma or equivalent

Job description

Description

Coastal Heritage Bank is seeking an experienced banker to join our retail team at our Weymouth location. As a Banking Specialist, you will play a crucial role in providing exceptional customer service to our customers as the face of the bank. This position may require floating between locations in the same area to provide support as needed.

Why Choose Us

At Coastal Heritage Bank, we are more than just a bank; we are a community that cares for our customers like neighbors, because they are. With over 140 years of serving our community, we take pride in offering a positive work culture, a highly competitive compensation and benefits package, and opportunities for career growth.

Hours of Operation

Monday- Thursday: 8:30-4:30

Friday: 8:30-5:00

Saturday: 8:30-12:00

Saturdays: 2 Saturdays/month required. All employees have the choice between taking a day off during a week when working a Saturday or working the full week and getting overtime.

Responsibilities

• Provide excellent and courteous customer service, ensuring positive customer experiences by attentively recognizing and responding to customer needs.
• Assist customers with account services, including account opening and closing.
• Process customer transactions accurately and efficiently, maintaining a balanced cash drawer and resolving discrepancies.
• Stay updated on bank products and services to provide accurate and complete answers to customer inquiries.
• Adhere to all established Bank policies and procedures, as well as Federal and State laws and Fair Lending regulations.
• Maintain a safe and secure facility, adhering to security and regulatory changes through regular training.
• Assist with various branch operations tasks, such as maintaining branch files, answering telephones, completing currency transaction reports, and handling cash shipments.
• Contribute to a positive and engaging work environment

Who We're Looking For

We are searching for a self‑motivated individual with a passion for helping people and a keen attention to detail. If you enjoy working as part of a supportive team and are dedicated to providing exceptional service to our community, then we want to hear from you.

Join us at Coastal Heritage Bank and be part of a team that makes a difference in the lives of our customers and community. Apply now and start a rewarding career with a bank that cares. Coastal Heritage Bank is an equal opportunity and affirmative action employer.

Requirements

• High School diploma or equivalent.
• Experience in banking.
• Strong analytical and interpersonal skills.
• Excellent internal and external communication skills.
• Computer proficiency in Word and Excel.

ADA Requirements

Must be capable of performing primarily sedentary work with occasional lifting of up to 25 lbs. Must be able to operate routine office equipment and work on a computer for extended periods when necessary.

Working Conditions

The role involves working indoors in a climate-controlled shared work environment with moderate noise.