Banking Center Specialist

Country Bank for Savings•Belchertown, MA

12d

About The Position

The Banking Center Specialist, based at Country Bank’s Belchertown Banking Center, works under the supervision of the Retail Banking Officer and helps deliver an exceptional customer experience throughout each banking interaction. The role builds customer relationships by listening to customers, identifying their financial needs and goals, and offering relevant bank products, services, and digital solutions. The specialist handles new account openings, account maintenance and servicing, financial transactions, cash balancing, and customer issue resolution. The role also originates and closes home equity lines of credit and consumer loans, follows procedures to open and close Banking Centers, supports colleagues through skill-building activities, and participates in bank promotions and community events. This is a full-time position scheduled for 37 hours per week. The hiring range is $22.00–$29.00 per hour.

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 the banking and/or finance industry.
Experience with cash handling.

Responsibilities

Identify 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 as 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 identification and prepare and collect the required applications and agreements.
Instruct customers on setting up self-service products.
Handle account servicing requests, including address changes, replacement ATM/debit cards, online banking enrollment and troubleshooting, and ATM/debit fraud resolution.
Process deposits, withdrawals, loan payments, check cashing, cashier’s checks, wire transfers, and foreign currency orders; handle transaction exceptions within policy and procedural guidelines.
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.
Independently open and close Banking Centers in accordance with Bank procedures.
Model and promote the Country Bank Experience for staff 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 expand outreach and foster business opportunities.
Build lasting relationships with customers, colleagues, and the community while embodying the Bank’s core values.