Banking Professional

1 week ago


Greenfield, Massachusetts, United States Greenfield Savings Full time
Job Summary

The 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 Responsibilities
  • Provide unparalleled customer service through a high level of professionalism in person and on the phone.
  • Partner with other lines of business to make quality customer referrals.
  • Contribute to building a positive team environment.
  • Ensure compliance with the Bank's policies, procedures, and legal guidelines.
  • Assume responsibility for self-improvement through training courses and personal curiosity.
  • Work with management to bring in new business through relationship-based selling.
  • Process routine transactions and customer requests, including wires, fraud, debit cards, research, and new accounts.
  • Meet individual sales and service goals.
  • Advise customers on how our products and services can meet their financial needs.
Requirements
  • 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 a cash handling position that involved customer service.
  • Great interpersonal and communication 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, committed to creating an inclusive environment for all employees.


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