Greenfield Savings Bank · 1 week ago
Banking Advisor
Greenfield, MA
Full-time
Onsite
Entry Level
$20/hr - $24/hr
1+ years expGreenfield Savings Bank is seeking a Banking Advisor to ensure smooth branch operations and provide exceptional customer service. The role involves processing transactions, making quality customer referrals, and meeting sales and service goals while adhering to the bank's policies and procedures.
BankingFinancial Services
Responsibilities
Required to provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone
Will partner with other lines of business in making quality customer referrals
Contributes to building a positive team environment
Responsible 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 inquisitiveness
Required to work with management to bring in new business through relationship-based selling which will help achieve personal sales goals
Process routine transactions as requested by customers such as deposits, withdrawals, payments and issuing official items behind the teller line as required by branch needs
Process 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 goals
Advises customers on how our products and services can meet their financial needs
Additional responsibility, as needed by office, will be assigned by manager
Qualification
Required
Required to provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone
Will partner with other lines of business in making quality customer referrals
Contributes to building a positive team environment
Responsible 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 inquisitiveness
Required to work with management to bring in new business through relationship-based selling which will help achieve personal sales goals
Process routine transactions as requested by customers such as deposits, withdrawals, payments and issuing official items behind the teller line as required by branch needs
Process 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 goals
Advises customers on how our products and services can meet their financial needs
Internal candidates: Must be a Teller 2 with 'Meets Expectations' on previous performance review
1+ years of experience in a sales environment with a solid track record (including cross selling)
1+ years of banking or financial services experience
1+ year(s) experience in cash handling position that involved customer service
Great interpersonal and communication (written and oral) skills
Company
Greenfield Savings Bank
Greenfield Savings Bank is a banking corporation headquartered in Massachusetts.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Peter Albero CPA
Senior Vice President, Chief Financial Officer and Treasurer
Panna Royal
SVP & CIO
Recent News
2023-08-26
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