Financial Services Relationship Associate

4 days ago


Falmouth, Massachusetts, United States Cape Cod Cooperative Bank Full time

We are seeking a motivated candidate who is excited about the opportunity to join our team at Cape Cod Cooperative Bank. The ideal candidate will be responsible for cultivating customer relationships by offering centralized and comprehensive banking services to enhance the customer experience.

Job Overview

This role requires excellent customer service skills, as you will be the primary customer contact and will cultivate customer relationships by offering banking services and expertise to enhance the customer experience.

Key Responsibilities
  • Proactively initiate contact with customers to determine their banking needs.
  • Accurately process a variety of transactions such as deposits, withdrawals, and payments.
  • Respond to customer inquiries with a positive attitude and refer problems or concerns to the appropriate person for further action as needed.
  • Cross-sell the bank's products and services by tailoring recommendations after exploring customer financial necessities and goals through needs-based conversations.
Requirements
  • Customer Service - Exceptional customer-focused skills to manage difficult and complicated situations; respond promptly to customer needs, requests for service, and assistance.
  • Communication - Ability to interact professionally and clearly verbally and in writing; demonstrate effective listening skills, patience, and empathy.
  • Professionalism - Uphold a consistent professional appearance and demeanor.

Salary: $50,000 - $70,000 per year, depending on experience and qualifications.

The successful candidate will have the opportunity to work with an engaged and exceptional team, enjoy competitive salary and outstanding benefits, including health, dental, and vision insurance, generous 401(k) match, and tuition reimbursement.



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