Country Bank · 2 months ago
Float Banking Center Specialist
Springfield, MA, US
Full-time
Onsite
Entry Level
$22/hr - $29/hr
1+ years expCountry Bank is a growing mutual community bank committed to making a difference in the lives of its customers and team members. The Float Banking Center Specialist plays a crucial role in delivering exceptional customer service by managing banking interactions, opening new accounts, and handling various account servicing requests.
BankingFinancial Services
Responsibilities
Identifies and pursues opportunities to build and deepen customer relationships by actively listening and engaging the customer to understand their current and future financial needs and priorities. Offers Country Bank solutions and educates customers on products, promotions and digital services to assist the customer in reaching their financial goals. Meets all defined growth and sales goals, as well as achieves at least acceptable average satisfaction ratings on all customer surveys
In each customer interaction, takes ownership of the customer’s request and manages the customer experience from end-to-end to ensure outstanding customer satisfaction. Appropriately involves referral partners in working together to meet the customer’s request, and uses sound judgement to resolve or escalate customer issues. Responsible for identifying appropriate follow-up timelines and mediums based on customer preferences, and following through to make sure the customer is kept updated
Opens various types of new accounts, including consumer, business, and retirement. Ensures proper identification is collected for various entity types and prepares and collects appropriate applications and agreements. Provides customers with instructions and education on self-service set-up products
Manages all levels of account servicing requests such as processing address changes, issuing new ATM/Debit cards, enrolling and troubleshooting for online banking, and assisting customers with ATM/Debit fraud resolution
Processes financial transactions for customers including deposits, withdrawals, loan payments, cashing checks, issuing cashier’s checks, entering wire transfers and ordering foreign currency. May provide certain transaction exceptions, within policy or procedural guidelines. Performs transactions and balances a cash box, cash recycler, and vault daily while maintaining an excellent balancing record in compliance with the Bank’s established Banker Performance Criteria
Originates and closes home equity lines of credit and consumer loans
Follows Bank procedures to independently open and close Banking Centers daily
Models and promotes the Country Bank Experience for all staff. Participates in and facilitates role-play and skill building exercises, both independently and with the Banking Center team, to increase comfortability and improve technique in engaging the customer and identifying potential roadblocks to an outstanding customer experience
Maintains knowledge of and compliance with applicable federal, state and local laws and regulations governing the activities of the Bank
Participates in Bank promotions and community events to increase outreach and foster new business opportunities
Responsible for building long-lasting relationships with customers both internal and external, community and colleagues through the embodiment of our Core Values: Integrity, Service, Teamwork, Excellence and Prosperity
Qualification
Required
It is required that candidates for this role are bilingual, with the ability to speak Spanish fluently
Work independently and as part of a team
Strong in customer service and sales
Strong verbal and written communication skills
Ability to make effective presentations in a group setting
Basic knowledge of Microsoft Office suite, including Excel, Outlook, PowerPoint, and Word
A High School diploma or equivalent is required
Minimum of one year of customer service or sales experience
Must acquire and maintain a Notary Public license and active registration with the Nationwide Mortgage Licensing System
Preferred
Work experience in the banking and/or finance industry is preferred
Experience with cash handling
Benefits
Medical, dental and vision insurance
A 401(k) Plan with a generous employer contribution plus match
Income protection benefits
Educational assistance and tuition reimbursement benefits
Generous total paid time off
Company
Country Bank
Country Bank is a bank that offers lending, mortgages, and banking services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Paul Scully
President and CEO
Mary C. McGovern, MBA
EVP, Chief Financial Officer & Treasurer
Recent News
WBJournal.com
2025-07-29
Worcester Business Journal
2025-02-10
Worcester Business Journal
2023-04-08
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