Financial Solutions Architect

Chelsea Groton Bank; Mystic (CT); On-site; USD 42,000 - 56,000; Full time

Job summary

Chelsea Groton Bank in Mystic, CT is seeking a Customer Solutions Specialist (NE9) who helps customers achieve their financial goals by delivering outstanding service, guiding them through everyday banking, digital tools, and loan education. The role covers consumer and business products, deposits, loans, and cash handling, with coaching responsibilities.

A.S. degree and 3+ years cash handling and supervisory experience are required, along with strong communication and tech skills.

Qualifications

• A.S. or equivalent; 3+ years of cash handling, customer service, lending, supervisory, and problem solving experience.
• Effective coaching experience and ability to train and motivate colleagues.
• Proficiency in MS Office; comfort with banking technology and digital tools.

Responsibilities

• Proactively engages customers in person and at events, educating on products and services.
• Balances transactions, processes deposits/withdrawals, and handles branch cash operations.
• Identifies customer needs and offers customized solutions across consumer and small business products.
• Supports community events and business development initiatives.
• Mentors staff and contributes to performance reviews and training milestones.

Skills

Customer service

Coaching

Leadership

Tech savvy

Communication

Education

A.S. or equivalent

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Job description

Chelsea Groton Bank in Mystic, CT is seeking a Customer Solutions Specialist (NE9) who helps customers achieve their financial goals by delivering outstanding service, guiding them through everyday banking, digital tools, and loan education. The role covers consumer and business products, deposits, loans, and cash handling, with coaching responsibilities.

A.S. degree and 3+ years cash handling and supervisory experience are required, along with strong communication and tech skills.