Personal Banking Advisor

South Shore Bank • East Bridgewater, MA • 2h ago

SUMMARY The Personal Banking Advisor performs a variety of branch duties
in accordance with regulatory and security guidelines. Generates new
business through educating and cross selling products and services. This
is an in-person role. ESSENTIAL DUTIES AND RESPONSIBILITIES Assist
clients by telephone or in person with new account services including
additions or changes in client accounts. Actively cross sells all bank
products. Fill out contract forms, determine charges or fees for service
requested, collect deposits, prepare change of address records, and
proper disclosure forms. Remain educated on all bank products, services
and technology offered by the bank. Adapt quickly to the changing
technology. Increase consumer awareness of the technology available to
them through our products and services. Educate clients on the use of
technology and provide instruction/demonstration on how to properly use
the technology for their benefit. Solve client complaints, questions or
problems. Assist in all branch supervisory functions including branch
settlement, teller balancing, ATM settlement. Receive checks and cash
for deposit, verify amount, and examine checks for endorsements. Cash
checks and pay out money after verification of signatures and client
balances. Enter clients\' transactions into computer to record
transactions, and issue computer generated receipts. Place holds on
accounts for uncollected funds Respond to audit reviews and help
complete branch monthly audit reports. Order branch cash as well as ATM
cash orders for delivery. Place Foreign Currency orders for clients.
Prepare Domestic and Foreign wire transfers for clients. Allow clients
access to safe deposit boxes, following specified procedures. Monitor
and reviews financial institution\'s security procedures and control
access to vault. Assist in maintaining all dual control logs. Use
supervisory authority in support of teller transactions. Ensure the
security and safety of all employees. Supervisor authority appropriate
to level assigned. SECONDARY DUTIES Represent the bank in community
related activities. Attend educational programs/seminars related to
banking. SUPERVISORY RESPONSIBILITIES Not responsible for supervision of
other employees. Consider this description to be the foundation of your
job, not its boundaries. Expect to participate in internal and external
training sessions and activities not described here which enhance the
quality of service to the client. Requirements REQUIREMENTS To perform
this job successfully, an individual must be able to perform each
essential duty satisfactorily. The requirements listed below are
representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions. EDUCATION and/or
EXPERIENCE High School Diploma or equivalent. Experience with electronic
delivery channels including Internet Banking, Mobile Banking/Mobile
Deposit, eStatements, Bill Pay, etc. is preferred. LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals,
professional journals, technical procedures, or governmental
regulations. Ability to write reports, business correspondence, and
procedure manuals. Ability to effectively present information and
respond to questions from groups of managers, clients, clients, and the
general public. MATHEMATICAL SKILLS Ability to add, subtract, multiply,
and divide in all units of measure, using whole numbers. Ability to use
and understand calculator. Ability to understand interest rate and
percent.

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