Banking Advisor

General Statement of Duties:The Banking Advisor (BA) will perform platform duties as required to ensure smooth branch operations. The BA is expected to provide single point-of-contact service whenever possible giving the customer an unparalleled experience. Depending on the branch size, the BA may have supervisory responsibilities.Essential Job ResponsibilitiesRequired to provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phoneWill partner with other lines of business in making quality customer referralsContributes to building a positive team environmentResponsible for compliance and understanding of the Bank's policies, procedures, and legal guidelines, both new and existing.Assumes responsibility for self-improvement through training courses (internal and external) as well as personal curiosity and inquisitivenessRequired to work with management to bring in new business through relationship-based selling which will help achieve personal sales goalsProcess routine transactions as requested by customers such as deposits, withdrawals, payments and issuing official items behind the teller line as required by branch needsProcess all routine customer requests including but not limited to wires, fraud, debit cards, research, and new accounts (consumer and small business: checking, savings, certificates of deposit, and money markets)Will be responsible for meeting individual sales and service goalsAdvises customers on how our products and services can meet their financial needsAdditional responsibility, as needed by office, will be assigned by managerDesired Experience & SkillsInternal candidates: Must be a Teller 2 with "Meets Expectations" on previous performance review1+ years of experience in a sales environment with a solid track record (including cross selling)1+ years of banking or financial services experience1+ year(s) experience in cash handling position that involved customer serviceGreat interpersonal and communication (written and oral) skillsAbility to perform simple math such as interest calculations, percentages, multiplication and divisionHigh School Diploma or equivalent. B.S. or associate's in business or related field desiredGreenfield 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.Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.PIa3d667a3be41-36310-35740053

Created: 2024-11-04