Senior Personal Banking Advisor

South Shore Bank•Hanover, MA

13h•$24 - $30•Hybrid

About The Position

The Senior Personal Banking Advisor performs a variety of branch duties in accordance with regulatory and security guidelines. This role is responsible for generating new business through educating and cross-selling products and services. The Senior Personal Banking Advisor also assists the Personal Banking Manager in all aspects of branch operations.

Requirements

Associate's degree (A. A.) or equivalent from two-year College or technical school; or minimum six months to one year of related experience and/or training; or equivalent combination of education and experience.
Experience with electronic delivery channels including Internet Banking, Mobile Banking/Mobile Deposit, eStatements, Bill Pay, etc.
Must be or become a Notary Public.
Strong verbal and written communication skills.
Excellent organizational skills, with attention to detail and accuracy.
Ability to work intuitively and find creative solutions should any problems arise.
Strong sales orientation with ability to balance multiple priorities, adapt, and work in a team environment.
High degree of professionalism and ability to demonstrate tact and diplomacy when needed.
Ability to communicate effectively with internal and external stakeholders, including but not limited to, clients, prospects, employees, management, and external partners in person, by phone, virtually, and in writing.
Ability to read, interpret, and prepare business, banking, regulatory, proposal, contract, and client documentation as applicable to the role.
Ability to apply business- and financial-related concepts, analysis, or calculations as appropriate to the role.
Maintains satisfactory NMLS registration under the regulations of the SAFE Act.

Nice To Haves

Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client.

Responsibilities

Assist clients by telephone or in person with new account services including additions or changes in client accounts.
Actively cross sells all bank products.
Fill out contract forms, determines charges or fees for service requested, collects deposits, prepares change of address records, and proper disclosure forms.
Responsible for opening/closing the branch.
Remain educated on all bank products, services and technology offered by the bank.
Adapt quickly to the changing technology.
Increase consumer awareness of the technology available to them through our products and services.
Educate clients on the use of technology and provide instruction/demonstration on how to properly use the technology for their benefit.
Solve client complaints, questions or problems.
Assist in all branch supervisory functions including branch settlement, teller balancing, ATM settlement.
Receive checks and cash for deposit, verify amount, and examine checks for endorsements.
Cash checks and pay out money after verification of signatures and client balances.
Enter client transactions into computer to record transactions, and issues computer generated receipts.
Place holds on accounts for uncollected funds.
Respond to audit reviews and help complete branch monthly audit reports.
Buy and sell foreign currency.
Process domestic and international wires.
Order branch cash and ship excess cash when necessary.
Allow clients access to safe deposit boxes, following specified procedures.
Monitor and review financial institution's security procedures and control access to vault.
Assist in maintaining all dual control logs.
Use supervisory authority in support of teller transactions.
Ensure the security and safety of all employees.
Respond to after hour alarm calls.
Leads branch huddles.
Manage staff sales/referral performance and branch goals status.
Observe staff interactions and contribute to staff coaching and development.
Represent the bank in community related activities.
Attend educational programs/seminars related to banking.