Financial Services Specialist jobs in United States
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Machias Savings Bank ยท 2 weeks ago

Financial Services Specialist

Machias Savings Bank is a family-first, employee-focused organization committed to empowering customers in Maine and New Hampshire. They are seeking a Financial Services Specialist to assist customers with service transactions and deepen customer relationships through proactive outreach and cross-selling of products and services.

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Comp. & Benefits

Responsibilities

Assist customers with all service transactions
Develop new relationships and deepen existing customer relationships through cross selling products and services
Run a cash drawer
Refer home equity and residential mortgage loan requests to the appropriate banker within the Branch
Conduct proactive customer outreach via phone calls and letters

Qualification

Customer service experienceAnalytical skillsProblem-solving skillsAttention to detailWillingness to learnPositive attitude

Required

High school diploma or equivalent work experience
Experience in customer service or retail
Positive attitude and willingness to learn
Good analytical and problem-solving skills
Strong attention to detail
Up to a week of in-person training, which requires travel to Machias, is mandatory within the first 30 days for onboarding in this role. Additionally, future training sessions may necessitate travel if retraining is required

Benefits

Profit Sharing
401(k) match
Health
Dental
Vision
Life and Disability Insurance
Generous Paid Time Off options

Company

Machias Savings Bank

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Machias Savings Bank offers banking services for individuals, businesses, and communities.

Funding

Current Stage
Growth Stage

Leadership Team

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Larry Barker
President & Chief Executive Officer
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Ben Jordan
Chief Operating Officer
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Company data provided by crunchbase