Senior Financial Services Representative

3 hours ago

Chesterfield, Massachusetts, United States Greenfield Savings Full time
Job Title: Senior Teller

Reports to: Assistant Branch Manager

Approved by: VP, Retail Distribution Network

Job Summary:

A Senior Teller position will encompass that of a Teller 2 and serve as a coach and trainer to other tellers. They will strategize with management on effective relationship-based sales techniques and work with the teller team to consistently improve referral quality. The Senior Teller will ensure the operational soundness of the teller line through inspection and coaching.

Key Responsibilities:

  • Provide exceptional customer service through a high level of professionalism both in person and on the phone.
  • Process routine transactions quickly and accurately, including deposits, withdrawals, cashing checks, payments, IRA transactions, and issuing official items behind the teller line.
  • Process complex transactions, including wires, fraud, research, and new accounts (consumer).
  • Assist with branch reconciliations and help other tellers find and correct errors.
  • Order cash and verify incoming or outgoing cash as needed.
  • Speak with customers knowledgeably about complex accounts (business, trusts, IRAs, etc.) and identify and assist customers with enrolling in or educating on additional services.
  • Meet personal referral/sales goals that contribute to the branch's performance.
  • Contribute to building a positive team environment.
  • Assume responsibility for self-improvement through training courses and personal curiosity.
  • Act as a peer coach to other tellers and the float on all topics, including sales, operations, and customer service.
  • Work with management to develop and implement best practices to improve sales techniques, productivity, and operational soundness.
  • Responsible for compliance and understanding of the Bank's policies, procedures, and legal guidelines.
  • A Senior Teller may have supervisor authority, including staff supervisor and system override capability, at the discretion of the Branch Manager.

Desired Experience and Skills:

  • Minimum of Meets Expectations on annual performance review.
  • 2-3 years of banking or financial services experience.
  • 1+ year(s) experience in a cash handling position with customer service.
  • 2-3 years of experience in a sales environment (desired).
  • 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; B.S. or Associates 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.

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