Banking Advisor

Banking Advisor

Greenfield Savings Bank Amherst, Massachusetts, United States

Pay is based on related experience, expertise, market data, and internal equity; generally, new hires can expect pay between the minimum and midpoint of the range.

General Statement of Duties:

The Banking Advisor (BA) will perform platform duties as required to ensure smooth branch operations. The BA is expected to provide single point-of-contact service whenever possible giving the customer an unparalleled experience. Depending on the branch size, the BA may have supervisory 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

Desired Experience & Skills

• 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

  Greenfield Savings Bank…