Banking Operations Advisor

2 weeks ago

greenfield, United States Greenfield Savings Full time
p>General Statement of Duties:

The Banking Advisor (BA) will perform platform duties as required to ensure smooth branch operations. p>

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. 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.

  • Banking Advisor

    2 weeks ago

    Greenfield, Massachusetts, United States Greenfield Savings Full time

    Job SummaryThe Banking Advisor will provide exceptional customer service and support to customers in a fast-paced banking environment. This role requires strong communication and interpersonal skills, as well as the ability to work effectively in a team.Key ResponsibilitiesProvide high-quality customer service to customers in person, on the phone, and...

  • Banking Advisor

    4 weeks ago

    Greenfield, United States Greenfield Savings Full time

    Job DescriptionJob DescriptionGeneral 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...

  • Banking Advisor

    2 weeks ago

    Greenfield, MA, United States Greenfield Savings Full time

    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...

  • Banking Professional

    3 weeks ago

    Greenfield, Massachusetts, United States Greenfield Savings Full time

    Job Title: Banking AdvisorJob Summary:The Banking Advisor will play a key role in providing exceptional customer service and support to our clients. This individual will be responsible for performing various tasks to ensure smooth branch operations, including processing transactions, handling customer inquiries, and providing referrals to other lines of...

  • Banking Professional

    4 weeks ago

    Greenfield, Massachusetts, United States Greenfield Savings Full time

    Job Title: Banking AdvisorJob Summary:The Banking Advisor will play a key role in providing exceptional customer service and support to our clients. This individual will be responsible for handling customer inquiries, processing transactions, and promoting our banking products and services.Key Responsibilities:Provide unparalleled customer service through a...

  • Banking Professional

    3 weeks ago

    Greenfield, California, United States Greenfield Savings Full time

    Job SummaryWe are seeking a highly skilled Banking Advisor to join our team at Greenfield Savings Bank. As a Banking Advisor, you will be responsible for providing exceptional customer service, building relationships with clients, and promoting our banking products and services.Key ResponsibilitiesProvide unparalleled customer service through a high level of...

  • Banking Professional

    1 month ago

    Greenfield, Massachusetts, United States Greenfield Savings Full time

    Job SummaryWe are seeking a highly skilled Banking Advisor to join our team at Greenfield Savings Bank. As a Banking Advisor, you will be responsible for providing exceptional customer service, building relationships with clients, and driving sales growth.Key ResponsibilitiesCustomer Service: Provide unparalleled customer service to clients, responding to...

  • Banking Professional

    4 weeks ago

    Greenfield, Massachusetts, United States Greenfield Savings Full time

    Job SummaryWe are seeking a highly skilled Banking Advisor to join our team at Greenfield Savings Bank. As a Banking Advisor, you will play a critical role in providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProvide unparalleled customer service through a high level of professionalism and...

  • Banking Professional

    1 month ago

    Greenfield, California, United States Greenfield Savings Full time

    Job SummaryWe are seeking a highly skilled Banking Advisor to join our team at Greenfield Savings Bank. As a Banking Advisor, you will be responsible for providing exceptional customer service, building relationships with clients, and driving sales growth.Key ResponsibilitiesProvide unparalleled customer service through a high level of professionalism and a...

  • Banking Professional

    3 weeks ago

    Greenfield, Massachusetts, United States Greenfield Savings Full time

    Job OverviewWe are seeking a highly skilled Banking Advisor to join our team at Greenfield Savings Bank. As a key member of our branch operations, you will provide exceptional customer service, build strong relationships with clients, and contribute to the bank's growth and success.Key ResponsibilitiesDeliver unparalleled customer service through...

  • Deposit Operations

    2 weeks ago

    Greenfield, United States Greenfield Banking CO Full time

    EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Description Deposit Operations/Call Center Specialist SUMMARY The position...

  • Banking Professional

    2 weeks ago

    Greenfield, Massachusetts, United States Greenfield Savings Full time

    Job SummaryThe Banking Advisor will perform platform duties to ensure smooth branch operations, providing single point-of-contact service and partnering with other lines of business to make quality customer referrals.Key ResponsibilitiesProvide unparalleled customer service through a high level of professionalism in person and on the phone.Partner with other...

  • Banking Professional

    2 weeks ago

    Greenfield, California, United States Greenfield Savings Full time

    Job Title: Banking AdvisorJob Summary:The Banking Advisor will play a key role in providing exceptional customer service and support to our clients. This individual will be responsible for handling customer inquiries, processing transactions, and providing financial solutions to meet our customers' needs.Key Responsibilities:Provide unparalleled customer...

  • Banking Professional

    3 weeks ago

    Greenfield, Massachusetts, United States Greenfield Savings Full time

    Job Title: Banking AdvisorJob SummaryThe Banking Advisor will play a key role in providing exceptional customer service and support to our clients. This role requires a strong understanding of banking products and services, as well as excellent communication and interpersonal skills.Key ResponsibilitiesProvide unparalleled customer service through a high...

  • Retail Banking Professional

    2 weeks ago

    Greenfield, United States Fifth Third Full time

    Transform Customer Experience at Fifth Third BankWe're seeking a skilled Retail Banking Professional to join our team. As a Personal Financial Advisor, you'll play a crucial role in building strong relationships with customers and identifying their financial needs.Key Responsibilities: Utilize the consultative sales process to build customer profiles and...

  • Bank Manager

    2 weeks ago

    Greenfield, United States Disability Solutions Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.Provide...

  • Banking Associate

    2 weeks ago

    Greenfield, Massachusetts, United States Greenfield Cooperative Bank Full time

    Job SummaryAs a Banking Associate at Greenfield Cooperative Bank, you will play a vital role in providing exceptional customer service and promoting the bank's community image. This position requires a strong ability to multitask, work in a fast-paced environment, and maintain accuracy in all transactions.Key Responsibilities* Provide efficient and effective...

  • Banking Professional

    1 week ago

    Greenfield, Massachusetts, United States WaterStone Bank Full time

    Job Summary:As a Banking Professional at Waterstone Bank, you will be responsible for accurately processing deposit account and loan transactions while adhering to all policies and procedures. This role requires a high level of integrity, accuracy, and knowledge to effectively process customer transactions and support the sales process by maintaining...

  • Senior Banking Professional

    2 weeks ago

    Greenfield, Massachusetts, United States Greenfield Savings Full time

    Senior Teller Job DescriptionAt Greenfield Savings Bank, we are seeking a highly skilled and experienced Senior Teller to join our team. As a Senior Teller, you will play a critical role in providing exceptional customer service and sales support to our customers.Key Responsibilities:Customer Service: Provide unparalleled customer service through a high...

  • Senior Banking Professional

    2 weeks ago

    Greenfield, Massachusetts, United States Greenfield Savings Full time

    Job Summary:A Senior Teller at Greenfield Savings Bank is a key role that requires a unique blend of cash handling skills, customer service expertise, and sales acumen. As a Senior Teller, you will be responsible for providing unparalleled customer service, processing complex transactions, and coaching and training other tellers to improve referral quality...