Float Banking Center Specialist

Country Bank for Savings•Belchertown, MA
•$22 - $29

About The Position

The Float Banking Center Specialist is based out of Country Bank’s Belchertown Banking Center and works under the supervision of the Retail Banking Officer. The role supports an exceptional end-to-end customer experience by listening to customers, understanding their financial needs and goals, and providing tailored service. Responsibilities include building customer relationships, operating cash-handling equipment and vaults, opening accounts, accepting loan applications, and handling account maintenance, servicing, and troubleshooting. The position is full-time, 37 hours per week, with a hiring range of $22.00–$29.00 per hour. Some travel between offices may be required.

Requirements

  • High school diploma or equivalent.
  • At least one year of customer service or sales experience.
  • Strong customer service and sales skills.
  • Strong verbal and written communication skills.
  • Ability to make effective presentations in a group setting.
  • Ability to work independently and as part of a team.
  • 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

  • Build and deepen customer relationships by understanding customers’ financial needs and priorities, offering bank solutions, educating customers about products, promotions, and digital services, and meeting growth, sales, and customer satisfaction goals.
  • Own customer requests from beginning to end, coordinate with referral partners, resolve or escalate issues appropriately, and follow up according to customer preferences.
  • Open consumer, business, and retirement accounts; collect required identification and applications; and educate customers on self-service setup products.
  • Handle account servicing requests, including address changes, issuing ATM/debit cards, 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; balance cash boxes, cash recyclers, and vaults 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 daily in accordance with bank procedures.
  • Model and promote the Country Bank Experience and participate in or facilitate role-play and skill-building exercises to improve customer engagement.
  • Maintain knowledge of and compliance 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, community members, and colleagues while demonstrating the bank’s core values.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) plan with employer contribution and match
  • Income protection benefits
  • Educational assistance
  • Tuition reimbursement
  • Hybrid work options
  • Flexible scheduling options
  • Paid time off
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