Banking Center Specialist

Country Bank for Savings•Paxton, MA

2d•$22 - $29•Onsite

About The Position

The Float Banking Center Specialist, based out of the Paxton Banking Center and reporting to the Retail Banking Officer, helps deliver an exceptional end-to-end customer experience. The role builds customer relationships by listening to customers’ financial needs and goals and providing tailored service. It also involves operating cash boxes, cash recyclers, and vaults; opening accounts; accepting loan applications; handling account maintenance and service requests; and troubleshooting. This is a full-time position of 37 hours per week. The hiring range is $22.00–$29.00 per hour. The role is based 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

Experience in the banking and/or finance industry.
Cash-handling experience.

Responsibilities

Identify opportunities to build and deepen customer relationships by understanding customers’ financial needs and priorities, offering bank solutions, and educating 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 start to finish, involve referral partners appropriately, resolve or escalate issues, and follow up using suitable timelines and communication methods.
Open consumer, business, and retirement accounts; collect required identification and applications or agreements; and educate customers on self-service setup.
Handle account servicing requests, including address changes, ATM/debit card issuance, online banking enrollment and troubleshooting, and ATM/debit fraud resolution.
Process customer transactions, including deposits, withdrawals, loan payments, check cashing, cashier’s checks, wire transfers, and foreign currency orders; handle permitted transaction exceptions.
Operate and balance a cash box, cash recycler, and vault daily in compliance with Bank procedures and performance 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 activities.
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.