Financial Solutions Specialist - Banking & Lending

Chelsea Groton Bank

Stonington (CT)

On-site

USD 45,000 - 65,000

Full time

14 days+

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Job summary

Chelsea Groton Bank provides financial solutions to customers in Connecticut, offering a broad range of banking services through branches and digital channels. The Customer Solutions Specialist (NE9) role focuses on helping customers achieve financial goals with courteous, professional service and cross-training across operations, lending, and business services.

The position emphasizes coaching, supervisory responsibilities, and community engagement while ensuring compliance and customer

Qualifications

A.S. or equivalent; 3+ years of cash handling, customer service, lending, supervisory, and problem solving experience required.
Effective coaching experience and ability to train and motivate Financial Care Professionals.
Completion of small business, technology, leadership and residential lending training milestones.

Responsibilities

Proactively engages with customers inside and outside of the branch and educates through experiences including digital and public presentations.
Makes business development calls to area businesses and refers loans and cash management services to business partners.
Maintains expert knowledge of bank products and services; opens and processes all types of consumer and business deposit accounts and credit solutions; participates in onboarding and retention activities.