Financial Solutions Advisor

4 days ago


Norwich, Connecticut, United States Chelsea Groton Bank Full time
About the Position

We are looking for a highly motivated Financial Solutions Advisor to join our team at Chelsea Groton Bank. As a key member of our retail banking division, you will be responsible for delivering exceptional customer experiences and providing expert advice and support in financial planning and management.

About the Role

The successful candidate will work closely with customers to understand their financial goals and objectives, providing personalized solutions that meet their unique requirements. This includes processing transactions, opening new accounts, and promoting bank products and services that enhance customers' financial well-being.

Key Responsibilities:
  • Proactively engage with customers on the retail branch floor, informing and educating them through digital presentations and providing efficient, accurate, and courteous customer service.
  • Maintain complete knowledge of bank products and services, identifying and actively engaging customers in determining their needs and goals, and recommending customized solutions.
  • Process a variety of transactions, including deposits, withdrawals, payments, check cashing, commercial teller transactions, coin orders, cash advances, traveler's checks, and more.
  • Assist customers with account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, and demonstrate online and mobile banking services.
  • Balance transactions and cash at the end of the day, assist with ATM balancing and branch settlement, maintain keys and combinations, and have branch opening and closing responsibilities.

Requirements and Qualifications

To succeed in this role, you should possess a high school diploma or equivalent, with a minimum of two years of customer service or related experience, and excellent communication, mathematical, problem-solving, and organizational skills. Proficiency in Microsoft Office applications, particularly Word, Excel, Outlook, and PowerPoint, is also essential.

Salary Information
$55,000 - $65,000 per annum, depending on experience.

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