Client‑Focused Banking Advisor

Greenfield Savings Bank

Hadley (MA)

Hybrid

USD 28,000 - 33,000

Full time

11 days ago
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Job summary

Greenfield Savings Bank in Hadley, MA is seeking a Banking Advisor for Northampton and Hadley. The role provides single point-of-contact service and supports smooth branch operations, with potential supervisory responsibilities depending on branch size.

You will handle deposits, withdrawals, wires, and accounts while building relationships to drive sales. The position emphasizes exceptional service, compliance with bank policies, and ongoing self-improvement.

Qualifications

  • 1+ years of sales experience 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 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

Skills

Sales experience
Interpersonal communication
Customer service
Cash handling

Job description

Greenfield Savings Bank in Hadley, MA is seeking a Banking Advisor for Northampton and Hadley. The role provides single point-of-contact service and supports smooth branch operations, with potential supervisory responsibilities depending on branch size.

You will handle deposits, withdrawals, wires, and accounts while building relationships to drive sales. The position emphasizes exceptional service, compliance with bank policies, and ongoing self-improvement.

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