Relationship Specialist

2 months ago

Bedford, United States Bankprov Full time
Job DescriptionJob Description

*** Looking for a career? Don't know where to start? Let BankProv show you how to develop your career in financial services. *****

BankProv:

BankProv is the nation’s 10th oldest bank, proudly rooted in a legacy of trust and reliability. As a full-service commercial bank, we offer a unique blend of traditional banking services and innovative financial solutions tailored to meet the needs of our diverse clientele. We provide fully insured business accounts, advanced cash management tools, and a variety of lending options, including small business, real estate, acquisition finance, mortgage warehouse facilities, and renewable energy lending.

Our commitment to our community goes beyond banking. We are dedicated to fostering financially strong and thriving communities, investing in our clients' success, and supporting the growth of local businesses. As a subsidiary of Provident Bancorp, Inc. (NASDAQ: PVBC), we leverage our heritage and forward-thinking approach to make a positive impact.

Our culture at BankProv is built on a foundation of core values: collaboration, empathy, courage, and innovation. We believe in working together to achieve common goals, understanding and addressing the needs of our clients and colleagues, taking bold steps to overcome challenges, and constantly seeking new ways to improve and evolve. We are looking for tech-savvy individuals who share our values and are eager to help us drive the future of banking.

BankProv operates within the Entrepreneurial Operating System (EOS) model, embodying an entrepreneurial spirit that drives us to be curious, embrace change, and push beyond our comfort zones. Join us as we shape the future of banking.

Position Summary:

Responsible for providing extraordinary customer service both internally and externally by taking a personal interest, developing relationships, and creating a positive experience with each customer he/she deals with. Provides assistance to each customer to determine their financial needs as well as handle his/her day-to-day transactions. Ensures operational efficiency and quality standards are met demonstrating compliance with all State, Federal and other applicable bank regulations.

Essential Job Functions:

  • Provides exceptional customer service building rapport and relationships using the 7-Step Sales Process to use a need’s-based selling approach. Identifies and acts upon sales and business relationship opportunities.
  • Strives to guarantee customer satisfaction through engaging with customers to welcome them, personalize the experience and determine the best way to serve them.
  • Embraces the Bank’s CORE values and cultural foundation by being a positive role model emulating all qualities and using the Bank’s general business standards.
  • Responds to financial transactions, practices sound cash handling practices and answers inquiries and/or resolves simple to complex concerns on customer accounts.
  • Promotes the banks products and services.
  • Engages in learning opportunities to advance knowledge base by requesting training, volunteering for projects, bringing new ideas/suggestions to the forefront and being an achiever.
  • Participates, completes and attends mandatory training and/or online assignments for regulatory compliance as scheduled. Understands and observes all security and regulatory banking requirements to maintain compliance within State and Federal guidelines.
  • Becomes involved in internal and external bank-sponsored events.
  • Provides exceptional customer service building rapport and relationships using the 7-Steps Sales Process to use a needs-based selling approach.
  • Identifies and acts upon sales and business relationship opportunities.

Preferred Knowledge, Skills, and Abilities:

  • Strong communication skills with ability to work well with customers, employees and others in a cooperative, positive manner.
  • Excellent written and verbal communications skills with ability to actively listen to others, interpret information, and interact in a positive, helpful manner.
  • Effective customer service skills that include assessing customer need, making recommendations for effective problem resolution consistent with standard practices and being focused on meeting customer expectation.
  • Ability to understand how to present features and benefits of products and services to customers with differing needs.
  • Must possess excellent judgment with the ability to accept responsibility and handle confidential information.
  • Must be able to work effectively within a team environment and build solid relationships with all individuals he/she works with.
  • Strong organizational skills with ability to manage multiple tasks in a given situation. Must be able to adapt to change.
Preferred Education and Experience:
  • High school diploma or GED required.
  • One to two years of retail banking experience.
  • Basic understanding of Microsoft Office Suite.
  • Cash handling experience a plus.
  • Customer service experience a plus.

Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing duties of this job, employees may occasionally be required to stand; walk; sit; use hands, or feel objects, tools or controls; reach with hands and arms; speak clearly and hear efficiently. Employees may occasionally lift and/or move up to, or in excess of 10 pounds. Specific vision abilities may be required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Prolonged periods of sitting at a desk and working on a computer.

Travel:

Availability to travel on short notice to meet immediate business needs may be required.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

BankProv is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. If you need assistance or accommodation completing the employment application, please contact us at humanresources@bankprov.com and we will gladly assist you.

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