Banking Advisor

Greenfield Savings Bank • Greenfield, MA • 1h ago

GREENFIELD Banking Advisor Pay is based on related experience,
expertise, market data, and internal equity; generally, new hires can
expect pay between the minimum and midpoint of the range. General
Statement of Duties: The Banking Advisor (BA) will perform platform
duties as required to ensure smooth branch operations. The BA is
expected to provide single point-of-contact service whenever possible
giving the customer an unparalleled experience. Depending on the branch
size, the BA may have supervisory responsibilities. Essential Job
Responsibilities Required to provide unparalleled customer service
during each interaction through a high level of professionalism both in
person and on the phone Will partner with other lines of business in
making quality customer referrals Contributes to building a positive
team environment Responsible for compliance and understanding of the
Bank\'s policies, procedures, and legal guidelines, both new and
existing. Assumes responsibility for self-improvement through training
courses (internal and external) as well as personal curiosity and
inquisitiveness Required to work with management to bring in new
business through relationship-based selling which will help achieve
personal sales goals Process routine transactions as requested by
customers such as deposits, withdrawals, payments and issuing official
items behind the teller line as required by branch needs Process all
routine customer requests including but not limited to wires, fraud,
debit cards, research, and new accounts (consumer and small business:
checking, savings, certificates of deposit, and money markets) Will be
responsible for meeting individual sales and service goals Advises
customers on how our products and services can meet their financial
needs Additional responsibility, as needed by office, will be assigned
by manager Desired Experience & Skills Internal candidates: Must be a
Teller 2 with Meets Expectations on previous performance review 1+ years
of experience in a sales environment with a solid track record
(including cross selling) 1+ years of banking or financial services
experience 1+ year(s) experience in cash handling position that involved
customer service Great interpersonal and communication (written and
oral) skills For more details please see website.

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