South Shore Bank · 1 month ago
Senior Personal Banking Advisor
Norwell,MA,US
Full-time
Onsite
Mid, Senior Level
$24.29/hr - $30.18/hr
0+ years expSouth Shore Bank is a locally managed mutual bank focused on serving the needs of communities. The Senior Personal Banking Advisor is responsible for a variety of branch duties, including generating new business, assisting clients with account services, and supporting branch operations.
Financial ServicesVenture Capital
Responsibilities
Assist clients by telephone or in person with new account services including additions or changes in client accounts
Actively cross sells all bank products
Fill out contract forms, determines charges or fees for service requested, collects deposits, prepares change of address records, and proper disclosure forms
Responsible for opening/closing the branch
Remain educated on all bank products, services and technology offered by the bank
Adapt quickly to the changing technology
Increase consumer awareness of the technology available to them through our products and services
Educate clients on the use of technology and provide instruction/demonstration on how to properly use the technology for their benefit
Solve client complaints, questions or problems
Assist in all branch supervisory functions including branch settlement, teller balancing, ATM settlement
Receive checks and cash for deposit, verify amount, and examine checks for endorsements
Cash checks and pay out money after verification of signatures and client balances
Authorized to sign Bank Checks
Enter client transactions into computer to record transactions, and issues computer generated receipts
Place holds on accounts for uncollected funds
Respond to audit reviews and help complete branch monthly audit reports
Buy and sell Foreign currency
Process domestic and international wires
Order branch cash and ship excess cash when necessary
Allow clients access to safe deposit boxes, following specified procedures
Monitor and review financial institution's security procedures and control access to vault
Assist in maintaining all dual control logs
Use supervisory authority in support of teller transactions
Ensure the security and safety of all employees
Respond to after hour alarm calls
Supervisor authority appropriate to level assigned
Leads branch huddles
Manage staff sales/referral performance and branch goals status
Observe staff interactions and contribute to staff coaching and development
Complete all internal Bank training as assigned and required
Adhere to the Bank’s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information
Exhibit the ability and desire to embrace and enhance the Bank culture
Represent the bank in community related activities
Attend educational programs/seminars related to banking
Qualification
Required
Associate's degree (A. A.) or equivalent from two-year College or technical school
six months to one-year related experience and/or training
equivalent combination of education and experience
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, and the general public
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers
Ability to use and understand calculator
Ability to understand interest rate and percent
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Maintains satisfactory NMLS registration under the regulations of the SAFE Act
Preferred
Previous supervisory experience strongly preferred
Experience with electronic delivery channels including Internet Banking, Mobile Banking/Mobile Deposit, eStatements, Bill Pay, etc
Benefits
Medical
Dental
Vision
Flexible Spending
Dependent Care
Child Care Subsidy
Retirement
Life Insurance
Many other benefits
Company
South Shore Bank
South Shore Bank is a mutual savings bank based in Massachusetts.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Dunphy, CPA, CMA
President and CEO
Paul Pecci
Retired bank President and CEO, Bank Director, Author & Speaker
Recent News
Lenders Cooperative
2025-09-22
2025-02-07
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