Banking Advisor

Greenfield Savings•Greenfield, MA

5d•Onsite

About The Position

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.

Requirements

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

Responsibilities

Provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone
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
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)
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