Banking Center Specialist

$43,680 - $58,240/Yr

Country Bank For Savings - Uxbridge, MA

Full-time - Entry Level

Uxbridge, MA

Credit Intermediation and Related Activities

About the position

The Banking Center Specialist at Country Bank plays a crucial role in delivering exceptional customer service and building relationships with clients. This position involves engaging with customers to understand their financial needs, managing account services, and ensuring a seamless banking experience. The specialist is responsible for various banking transactions, account openings, and maintaining compliance with banking regulations, all while promoting the bank's values and services.

Responsibilities

• Identifies and pursues opportunities to build and deepen customer relationships by actively listening and engaging the customer.
• Offers Country Bank solutions and educates customers on products, promotions, and digital services.
• Meets defined growth and sales goals and achieves acceptable average satisfaction ratings on customer surveys.
• Takes ownership of customer requests and manages the customer experience from end-to-end.
• Involves referral partners to meet customer requests and resolves or escalates customer issues as needed.
• Opens various types of new accounts, ensuring proper identification and documentation is collected.
• Provides instructions and education on self-service set-up products to customers.
• Manages account servicing requests such as processing address changes and issuing new ATM/Debit cards.
• Processes financial transactions including deposits, withdrawals, and loan payments.
• Balances a cash box, cash recycler, and vault daily while maintaining compliance with performance criteria.
• Originates and closes home equity lines of credit and consumer loans.
• Independently opens and closes Banking Centers daily following bank procedures.
• Models and promotes the Country Bank Experience for all staff.
• Participates in role-play and skill-building exercises to improve customer engagement techniques.
• Maintains knowledge of and compliance with applicable laws and regulations governing banking activities.
• Participates in bank promotions and community events to foster new business opportunities.
• Builds long-lasting relationships with customers and colleagues through the embodiment of core values.

Requirements

• High School diploma or equivalent required.
• Minimum of one year of customer service or sales experience required.
• Work experience in the banking and/or finance industry preferred.
• Experience with cash handling preferred.
• Must acquire and maintain a Notary Public license and active registration with the Nationwide Mortgage Licensing System.
• Strong customer service and sales skills required.
• Strong verbal and written communication skills required.
• Ability to make effective presentations in a group setting required.
• Basic knowledge of Microsoft Office suite, including Excel, Outlook, PowerPoint, and Word required.

Nice-to-haves

• Bilingual in Spanish preferred.

Benefits

• Medical, dental and vision insurance
• 401(k) Plan with generous employer contribution plus match
• Income protection benefits
• Educational assistance and tuition reimbursement
• Generous total paid time off