Banking Advisor Job at Greenfield Savings, Greenfield, MA

MUQ0NFNvZGp1cUl4UkJ0aXFVZFAvR3IrVmc9PQ==
  • Greenfield Savings
  • Greenfield, MA

Job Description

General Statement of Duties:

The Banking Advisor (BA) will perform platform duties as required to ensure smooth branch operations. The BA is expected to provide single point-of-contact service whenever possible giving the customer an unparalleled experience. Depending on the branch size, the BA may have supervisory responsibilities.

Essential Job Responsibilities

  • Required to provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone
  • Will partner with other lines of business in making quality customer referrals
  • Contributes to building a positive team environment
  • Responsible for compliance and understanding of the Bank’s policies, procedures, and legal guidelines, both new and existing.
  • Assumes responsibility for self-improvement through training courses (internal and external) as well as personal curiosity and inquisitiveness
  • Required to work with management to bring in new business through relationship-based selling which will help achieve personal sales goals
  • Process routine transactions as requested by customers such as deposits, withdrawals, payments and issuing official items behind the teller line as required by branch needs
  • Process all routine customer requests including but not limited to wires, fraud, debit cards, research, and new accounts (consumer and small business: checking, savings, certificates of deposit, and money markets)
  • Will be responsible for meeting individual sales and service goals
  • Advises customers on how our products and services can meet their financial needs
  • Additional responsibility, as needed by office, will be assigned by manager

Desired Experience & Skills

  • Internal candidates: Must be a Teller 2 with “Meets Expectations” on previous performance review
  • 1+ years of experience in a sales environment with a solid track record (including cross selling)
  • 1+ years of banking or financial services experience
  • 1+ year(s) experience in cash handling position that involved customer service
  • Great interpersonal and communication (written and oral) skills
  • Ability to perform simple math such as interest calculations, percentages, multiplication and division
  • High School Diploma or equivalent. B.S. or associate's in business or related field desired

Greenfield Savings Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity and/or expression, national origin, disability status, protected veteran status, age, marital status, or any other protected class.

PI163fd6af080e-30492-35740053

Job Tags

Similar Jobs

Strategic Employment

Sales Specialist Job at Strategic Employment

 ...You'll participate in lead generation, product demonstration, and client relationship management. Requirements: ~3+ years in a sales focused role ~ Experience working with Hubspot or similar CRMs Pluses: ~ Experience with SaaS sales indsepchi2lo... 

California Institute of Integral Studies

MCP Adjunct Faculty - California Institute of Integral Studies Job at California Institute of Integral Studies

Location: San Francisco, CA Category: Staff Positions Posted On: Thu Aug 8 2024 Job Description: SUMMARY At California Institute of Integral Studies (CIIS), we are dedicated to training the next generation of counselors who embrace a relational, holistic,...

Brandon Tomes Automotive

Ford Auto Salesperson 2 Job at Brandon Tomes Automotive

 ...as a New/Used car Sales Associate. Seeking to hire individuals with previous experience. We will offer the opportunity to MAKE YOUR OWN SCHEDULE based off of 21+ cars sold monthly!!!!! Bob Tomes Ford has been a highly successful established dealership in McKinney, Texas... 

XPO Logistics

Truck Driver - Home Daily - CDL A Job at XPO Logistics

 ...What youll need to succeed as a Truck Driver at XPO Minimum qualifications: Be at...  ...Driver Job Pay, benefits and more: ~ Home daily ~ Experienced drivers can start at $33....  ...hazardous materials Dont have your CDL-A yet? Learn more about our Driver School... 

Scottsdale Academy

VPK Teacher Job at Scottsdale Academy

ID: 1090 Location: Tallahassee, FL VPK Teacher Job Description: Scottsdale Academy is a child development center for children Infants through VPK/5 years old. Hours of operation are 7 a.m. 6 p.m., Monday Friday, open year-round, and closed only for major...