Banking Center Specialist

Country Bank for Savings•Wilbraham, MA

13d

About The Position

The Float Banking Center Specialist, based at the Wilbraham Banking Center, reports to the Retail Banking Officer and helps deliver an exceptional customer experience throughout each banking interaction. The role builds customer relationships by understanding financial needs and goals, explaining relevant bank solutions and services, and handling requests from beginning to end. Responsibilities include opening consumer, business, and retirement accounts; processing account servicing requests and financial transactions; balancing a cashbox, cash recycler, and vault; and originating and closing home equity lines of credit and consumer loans. The specialist may also open and close Banking Centers, take part in team skill-building, support bank promotions and community events, and follow applicable laws, regulations, and bank procedures. The position is full-time at 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

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

Responsibilities

Identify opportunities to build and deepen customer relationships by listening and engaging to understand 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 survey satisfaction ratings.
Take ownership of customer requests and manage interactions end to end; involve referral partners as appropriate and resolve or escalate issues using sound judgment.
Determine appropriate follow-up timelines and communication methods based on customer preferences, and keep customers updated.
Open consumer, business, and retirement accounts; collect required identification and prepare and collect applications and agreements.
Educate customers on setting up self-service products.
Handle account servicing requests, including address changes, ATM/debit card issuance, online banking enrollment and troubleshooting, and ATM/debit fraud resolution.
Process deposits, withdrawals, loan payments, check cashing, cashier’s checks, wire transfers, foreign-currency orders, and permitted transaction exceptions.
Perform and balance daily transactions involving a cashbox, cash recycler, and vault in compliance with bank criteria.
Originate and close home equity lines of credit and consumer loans.
Independently open and close Banking Centers according to 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 foster business opportunities.
Build lasting relationships with customers, colleagues, and the community while embodying the bank’s core values.