Relationship Banking Advisor

Greenfield Savings Bank; Northampton (MA); On-site; USD 45,000 - 70,000; Full time

Job summary

Greenfield Savings Bank in Northampton, MA is seeking a Banking Advisor to provide exceptional customer service while supporting branch operations and sales goals. The BA serves as a single point of contact, processes routine transactions, and partners with other lines of business to referrals.

You will work to meet individual sales targets, advise customers on products, handle deposits, withdrawals, wires, and new accounts, with potential supervisory duties depending on branch size.

Qualifications

• 1+ years of sales experience with cross selling.
• 1+ years of banking or financial services experience.
• 1+ year in a cash handling role with customer service.
• Excellent interpersonal and communication skills.

Responsibilities

• Provide unparalleled customer service in person and over the phone.
• Serve as single point of contact when possible and support branch operations.
• Partner with other lines of business to generate quality referrals.
• Meet individual sales and service goals.
• Process routine transactions and customer requests (deposits, withdrawals, wires, etc.).
• Adhere to bank policies, procedures, and legal guidelines.

Skills

Sales experience

Banking experience

Cash handling

Interpersonal skills

Job description

Greenfield Savings Bank in Northampton, MA is seeking a Banking Advisor to provide exceptional customer service while supporting branch operations and sales goals. The BA serves as a single point of contact, processes routine transactions, and partners with other lines of business to referrals.

You will work to meet individual sales targets, advise customers on products, handle deposits, withdrawals, wires, and new accounts, with potential supervisory duties depending on branch size.