Float Banking Center Specialist

Country Bank for Savings•Ware, MA

9d•Onsite

About The Position

The Float Banking Center Specialist is based out of the Ware 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. The specialist builds customer relationships, explains bank products and digital services, and helps customers with account opening, lending, transactions, account maintenance, and troubleshooting. The position includes operating and balancing a cashbox, cash recycler, and vault; opening and closing banking centers; originating and closing home equity lines of credit and consumer loans; and following applicable bank procedures and regulations. The specialist also participates in team skill-building, bank promotions, and community events, and represents Country Bank’s core values in relationships with customers, colleagues, and the community. This is a full-time position of 37 hours per week. The hiring range is $22.00–$29.00 per hour. The position 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.
Experience with cash handling.

Responsibilities

Identify and pursue 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 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 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.
Instruct and educate customers on 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 deposits, withdrawals, loan payments, check cashing, cashier’s checks, wire transfers, and foreign currency orders; provide transaction exceptions when permitted by policy or procedure.
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.
Open and close banking centers independently 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 long-lasting relationships with customers, colleagues, and the community while embodying the bank’s core values.