Float Banking Center Specialist

Country Bank for Savings•Wilbraham, MA

13d•$22 - $29•Onsite

About The Position

The Float Banking Center Specialist is based at the Wilbraham Banking Center and works under the supervision of the Retail Banking Officer. The role helps ensure an exceptional end-to-end customer experience by listening to customers, understanding their financial needs and goals, and providing tailored service. The specialist builds customer relationships, offers bank solutions, and educates customers about products, promotions, and digital services. Responsibilities also include accurately handling cash and operating a cashbox, cash recycler, and vaults; opening accounts; accepting loan applications; and handling account maintenance, servicing, and troubleshooting requests. The position is full-time, 37 hours per week, with a stated hiring range of $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

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

Responsibilities

Identify and pursue opportunities to build and deepen customer relationships by listening to customers and understanding their current and future financial needs and priorities.
Offer Country Bank solutions and educate customers on 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 and manage interactions end-to-end, involving referral partners as appropriate, resolving or escalating issues, selecting suitable follow-up timelines and methods, and keeping customers updated.
Open consumer, business, and retirement accounts; collect appropriate identification and applications or agreements; and educate customers about self-service setup products.
Handle account servicing requests, 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 within policy or procedural guidelines.
Perform and balance daily cashbox, cash recycler, and vault activity while maintaining an excellent balancing record in accordance with Bank criteria.
Originate and close home equity lines of credit and consumer loans.
Independently open and close Banking Centers daily in accordance with Bank procedures.
Model and promote the Country Bank Experience; participate in and facilitate role-play and skill-building exercises to improve customer engagement and service techniques.
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 long-lasting relationships with internal and external customers, community members, and colleagues while embodying the Bank’s Core Values.