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Financial Services Associate

2 months ago

Gales Ferry, Connecticut, United States Centreville Bank Full time

Position Type:

Full-time

Overview:

The Financial Services Associate plays a vital role in delivering outstanding customer service within the branch while achieving business goals. This position collaborates with the management team to ensure that sales, service, and operational strategies are effectively implemented. The Associate will adhere to all banking policies and procedures while actively engaging in the promotion of the Bank's diverse products and services.

Key Responsibilities:

  • Assist clients in the process of account openings.
  • Engage with customers to identify and recommend suitable banking products and services.
  • Prepare and process loan applications for various consumer lending options, including personal, auto, and home equity loans.
  • Guide clients through the loan process from application to closing upon approval.
  • Refer clients to specialized business lines for mortgage, commercial lending, and other financial services.
  • Deliver consistent and exceptional customer service by adhering to Centreville Bank's service standards.
  • Own the customer journey from initiation to completion.
  • Contribute to the achievement of the Bank's strategic objectives.
  • Actively participate in community engagement on behalf of the Bank.
  • Work collaboratively as a team member to ensure efficient daily operations.
  • Comply with all retail banking policies, procedures, and regulatory requirements.
  • Maintain a strong attendance record and punctuality.
  • Participate in daily operational tasks, including accurate cash drawer settlements, vault management, ATM oversight, and report generation.
  • Demonstrate flexibility and adaptability to changing circumstances.

Qualifications:

  • High School Diploma or equivalent required.
  • Minimum of 2 years of experience in cash handling, sales, and customer service preferred.
  • Must be registered as a mortgage loan originator with the National Mortgage Licensing System and Registry (NMLS).
  • Ability to embody the vision and values of Centreville Bank.
  • Strong understanding of current banking practices, procedures, and regulations.
  • Comprehensive knowledge of banking products, services, policies, and procedures.
  • Basic proficiency in Microsoft Word and Excel.
  • Ability to manage multiple tasks effectively.

Compensation is commensurate with experience. Centreville Bank provides a competitive salary and benefits package, including medical and dental coverage, life insurance, disability insurance, a 401(k) plan, paid time off, and holidays.

Centreville Bank is an Equal Opportunity Employer. All positions are subject to periodic evaluation.