Senior Financial Advisor
2 weeks ago
Middlesex Savings Bank is seeking a Senior Financial Advisor to join our team. This role is pivotal in representing our bank to the community and fostering our core values and mission.
The Senior Financial Advisor is dedicated to enhancing the customer experience by achieving operational excellence and meeting performance objectives. They are committed to making sound decisions that contribute to the success of both the bank and their colleagues.
Key Responsibilities:
- Customer Engagement: Develop a comprehensive understanding of client needs and expectations, offering tailored products and services that meet those requirements.
- Business Development: Cultivate new business opportunities by building and nurturing customer relationships, leveraging partnerships as necessary.
- Operational Proficiency: Ensure the accuracy and quality of work, demonstrating a strong grasp of bank products and services. Act as a resource for both customers and team members regarding digital banking solutions.
- Team Collaboration: Actively participate in the branch team, identifying tasks that need attention and stepping in as required. Support branch leadership in implementing policies and fostering a positive work environment.
- Decision-Making: Make consistent and reliable decisions that align with the bank's values. Utilize knowledge and experience to recommend effective solutions.
- Miscellaneous Duties: Assist branch management in maintaining the facility and perform other related tasks as needed.
Qualifications:
- High School Diploma or equivalent is required; some college education is preferred.
- Minimum of 18 months of experience in banking or a related customer service role.
- Strong mathematical skills and attention to detail.
- Excellent customer service, sales, organizational, and communication skills.
- Intermediate technology skills, including proficiency in Microsoft Office.
- Flexibility to work extended hours, including weekends.
- Ability to lift up to 25 pounds and stand for extended periods.
Join our team at Middlesex Savings Bank and contribute to our mission of providing exceptional service to our community.
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