Banking Center Specialist

Country Bank for Savings•Paxton, MA

About The Position

The Banking Center Specialist is based at Country Bank’s Paxton Banking Center and reports to the Retail Banking Officer. The role provides an end-to-end customer experience by listening to customers, understanding their financial needs and goals, and offering tailored service and appropriate bank solutions. The specialist handles cash operations, opens accounts, accepts loan applications, completes account maintenance and servicing, and troubleshoots customer issues. The position is full-time, 37 hours per week, with a hiring range of $22.00 to $29.00 per hour. The work takes place in an office environment and may require travel between offices.

Requirements

High school diploma or equivalent.
At least one year of customer service or sales experience.
Ability to work independently and as part of a team.
Strong customer service and sales skills.
Strong verbal and written communication skills.
Ability to make effective presentations in a group setting.
Basic knowledge of Microsoft Office, including Excel, Outlook, PowerPoint, and Word.
Must acquire and maintain a Notary Public license and active registration with the Nationwide Mortgage Licensing System.

Nice To Haves

Work experience in banking and/or finance.
Cash-handling experience.

Responsibilities

Identify and pursue opportunities to build and deepen customer relationships by understanding customers’ current and future financial needs and priorities.
Offer Country Bank solutions and educate customers about products, promotions, and digital services.
Meet defined growth and sales goals and achieve at least acceptable average customer-satisfaction survey ratings.
Take ownership of customer requests from beginning to end, involve referral partners when appropriate, and resolve or escalate issues using sound judgment.
Set appropriate customer follow-up timelines and methods, and keep customers updated.
Open consumer, business, and retirement accounts; collect appropriate identification and prepare and collect applications and agreements.
Instruct and educate customers on self-service setup products.
Handle account servicing, including address changes, ATM/debit card issuance, online banking enrollment and troubleshooting, and ATM/debit fraud resolution.
Process customer financial transactions, including deposits, withdrawals, loan payments, check cashing, cashier’s checks, wire transfers, and foreign currency orders.
Provide transaction exceptions when permitted by policy and procedures.
Operate and balance a cash box, cash recycler, and vault daily in accordance with bank procedures and performance criteria.
Originate and close home equity lines of credit and consumer loans.
Open and close Banking Centers independently by following bank procedures.
Model and promote the Country Bank Experience and participate in or facilitate role-play and skill-building exercises.
Maintain knowledge of and comply with applicable federal, state, and local laws and regulations governing bank activities.
Participate in bank promotions and community events to increase outreach and develop business opportunities.
Build lasting relationships with customers, colleagues, and the community while embodying the bank’s core values.