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Chelsea Groton Bank · 1 day ago

Retail Banking- Float Customer Solutions Specialist

Norwich, CT, US

Full-time

Onsite

Mid Level

3+ years exp

Chelsea Groton Bank is a financial institution seeking a Float Customer Solutions Specialist to assist customers in achieving their financial goals. The role involves providing excellent customer service, educating clients about banking services, and performing various banking transactions while also engaging with the community and promoting bank products.

Banking

Responsibilities

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers

Proactively engages with customers inside and outside of the branch – informs and educates through various experiences including digital and public presentations – assists with branch events and initiatives, provides efficient, accurate and courteous customer service

Proactively engages with community through networking events, branch coordinated events/initiatives and community education. Makes business development calls to area businesses and refers commercial loans and cash management services to business partners

Maintains expert knowledge of Bank’s products and services. Identifies and actively engages customer in determining needs and goals. Recommends and creates customized solutions - opens and processes all types of consumer and business deposit accounts, consumer, retirement, and small business credit solutions. Participates in business development, onboarding and retention activities. Refers to a business partner as appropriate

Able to interview loan applicants objectively, recommend appropriate consumer loan, credit card, equity loan, some residential and small business products based on needs and ability to repay. Follow consumer and small business loans from application to closing efficiently and accurately. Refers to MLO’s as appropriate. Earn and then annually satisfy the SAFE MLO testing requirements for NMLS registration

Effectively demonstrates small business, technology and consumer credit skills for more complex and specialized customer needs

Assists with monitoring and evaluating performance in conjunction with Customer Solutions Manager, provides feedback to enhance customer sales and service efforts. Provides input for performance reviews, training milestones, and promotional recommendations

Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments, check cashing, commercial teller transactions, coin orders, cash advances, traveler’s checks, etc

Assists customers with account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, and able to effectively demonstrate online banking and mobile banking services

Balances transactions and cash at the end of the day, balances ATM and participates in the branch settlement

Assists staff in performing duties, as needed, e.g., balancing, account problems, etc. Provides policy overrides on computer system to process transactions

Branch safety and soundness responsibilities. Processes vault transactions; orders and ships cash. Verifies all cash transactions. Balances vault and ATM cash and branch

Ensures the security of various systems and cash storage. Maintains building keys, security and vault combinations with opening/closing responsibilities. Serves in an on-call capacity for ATM and alarm systems

Ensures that transactions are processed accurately and proper documentation completed

Promotes the Bank’s products and services and maintains an active participation in community affairs

Responsible for adhering to bank policies and procedures related to regulatory compliance requirement applicable to job function

Performs related and unrelated duties as may be needed

Qualification

Customer serviceLending experienceCash handlingCoaching experienceBanking technologyMicrosoft OfficeMulti-taskingProblem solvingOrganizational skillsVerbal communicationWritten communicationDetail-oriented

Required

A.S. or equivalent

3 plus years of cash handling, customer service, lending, supervisory, and problem solving experience required

Must demonstrate effective coaching experience and be able to train and motivate Financial Care Professionals

Successful completion of the small business, technology, leadership and residential lending training milestones

Effective customer service, verbal & written communication, math, problem solving and organizational skills

Detail-oriented and able to multi-task and use various types of office equipment, including computer

Able to lead by example – effective coaching and mentoring skills essential

Tech-savvy – use of and able to demonstrate features of banking technology with customers using a variety of tools

Proficient use of Microsoft Word, Excel, Outlook, and PowerPoint software applications is essential

Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach

Responsible for adhering to bank policies and procedures related to regulatory compliance requirement applicable to job function