Banking Center Specialist

Country Bank for Savings • Worcester, MA

136d • $22 - $29

About The Position

Under the supervision of the Retail Banking Officer, the Banking Center Specialist plays an integral role in ensuring that an exceptional customer experience is achieved end-to-end in each banking interaction. Banking Center Specialists build and expand relationships by providing tailored service to each customer through active listening and engagement to understand their financial needs and goals. This role is also responsible for accurately operating a cashbox, cash recycler and vaults, along with opening new accounts, accepting loan applications and managing various account maintenance and servicing requests and troubleshooting.

Requirements

• A High School diploma or equivalent is required.
• Minimum of one year of customer service or sales experience.
• Work experience in the banking and/or finance industry is preferred.
• Experience with cash handling.
• Must acquire and maintain a Notary Public license and active registration with the Nationwide Mortgage Licensing System.

Nice To Haves

• Bilingual in Spanish preferred.
• Basic knowledge of Microsoft Office suite, including Excel, Outlook, PowerPoint, and Word.

Responsibilities

• Identifies and pursues opportunities to build and deepen customer relationships by actively listening and engaging the customer to understand their current and future financial needs and priorities.
• Offers Country Bank solutions and educates customers on products, promotions and digital services to assist the customer in reaching their financial goals.
• Meets all defined growth and sales goals, as well as achieves at least acceptable average satisfaction ratings on all customer surveys.
• Takes ownership of the customer’s request and manages the customer experience from end-to-end to ensure outstanding customer satisfaction.
• Involves referral partners in working together to meet the customer’s request, and uses sound judgement to resolve or escalate customer issues.
• Opens various types of new accounts, including consumer, business, and retirement.
• Manages all levels of account servicing requests such as processing address changes, issuing new ATM/Debit cards, enrolling and troubleshooting for online banking.
• Processes financial transactions for customers including deposits, withdrawals, loan payments, cashing checks, issuing cashier’s checks, entering wire transfers and ordering foreign currency.
• Originates and closes home equity lines of credit and consumer loans.
• Follows Bank procedures to independently open and close Banking Centers daily.
• Models and promotes the Country Bank Experience for all staff.
• Participates in Bank promotions and community events to increase outreach and foster new business opportunities.
• Responsible for building long-lasting relationships with customers both internal and external, community and colleagues.

Benefits

• Medical, dental and vision insurance.
• 401(k) Plan with a generous employer contribution plus match.
• Income protection benefits.
• Educational assistance and tuition reimbursement benefits.
• Generous total paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees