Personal Banking Advisor: Grow Clients & Banking Tech

South Shore Bank; East Bridgewater (MA); On-site; USD 38,000 - 48,000; Full time

Job summary

South Shore Bank in Massachusetts is seeking a Personal Banking Advisor to perform a variety of branch duties in accordance with regulatory and security guidelines and to educate clients for cross-selling opportunities. This is an in-person role.

The role involves assisting clients with new accounts, deposits, withdrawals, and other banking services while maintaining compliance and safety standards. You will also contribute to branch operations and customer service excellence.

Qualifications

• High School Diploma or equivalent.
• Experience with electronic delivery channels including Internet Banking, Mobile Banking / Mobile Deposit, eStatements, Bill Pay is preferred.

Responsibilities

• Assist clients by telephone or in person with new account services including additions or changes in client accounts.
• Actively cross-sell all bank products.
• Fill out contract forms, determine charges or fees for requested service, collect deposits, prepare change of address records, and provide proper disclosure forms.
• Assist in all branch supervisory functions, including branch settlement, teller balancing, and ATM settlement.
• Receive checks and cash for deposit, verify amounts, and examine checks for endorsements.
• Prepare domestic and foreign wire transfers for clients.
• Ensure the security and safety of all employees.

Education

High School Diploma or equivalent

Job description

South Shore Bank in Massachusetts is seeking a Personal Banking Advisor to perform a variety of branch duties in accordance with regulatory and security guidelines and to educate clients for cross-selling opportunities. This is an in-person role.

The role involves assisting clients with new accounts, deposits, withdrawals, and other banking services while maintaining compliance and safety standards. You will also contribute to branch operations and customer service excellence.