Customer Solutions Leader — Banking & Lending Expert

Chelsea Groton Bank; Waterford (CT); On-site; USD 42,000 - 70,000; Full time

Job summary

Chelsea Groton Bank is seeking a Customer Solutions Specialist to deliver exceptional service, educate customers on banking products, and lead small business and consumer lending initiatives. This role emphasizes teamwork, coaching, and cross-training to handle operations, customer service, and product solutions.

The position requires strong communication, problem solving, and detail-oriented execution, with the ability to balance cash, process transactions, and support branch leadership.

Qualifications

• Requires A.S. or equivalent; 3+ years cash handling, customer service, lending, supervisory and problem solving experience.
• Effective coaching experience and ability to train and motivate Financial Care Professionals.
• Successful completion of small business, technology, leadership and residential lending training milestones.
• Strong verbal and written communication, math, problem solving and organizational skills.
• Proficient Microsoft Word, Excel, Outlook and PowerPoint; tech-savvy with banking tools.

Responsibilities

• Provide highest level of customer service and respond to inquiries quickly.
• Lead branch events, participate in community initiatives and business development calls.
• Open and process consumer and business deposits; assist with loans and credit solutions.
• Interview loan applicants and refer to MLOs as appropriate; ensure SAFE Act compliance.
• Balance transactions, manage cash, and support supervision and coaching of staff.

Skills

Customer service

Coaching

Leadership

Verbal & written communication

Problem solving

Multi-tasking

Tech-savvy

Education

A.S. or equivalent

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Job description

Chelsea Groton Bank is seeking a Customer Solutions Specialist to deliver exceptional service, educate customers on banking products, and lead small business and consumer lending initiatives. This role emphasizes teamwork, coaching, and cross-training to handle operations, customer service, and product solutions.

The position requires strong communication, problem solving, and detail-oriented execution, with the ability to balance cash, process transactions, and support branch leadership.