Personal Banking Advisor

Summary

The Person al Banking Advisor performs a variety of branch duties in accordance with regulatory and security guidelines. Generates new business through educating and cross‐selling products and services. This is an in‑person role.

• Assist clients by telephone or in person with new account services including additions or changes in client accounts. Actively cross‑sell all bank products.
• Fill out contract forms, determine charges or fees for requested services, collect deposits, prepare change‑of‑address records, and complete proper disclosure forms.
• Remain educated on all bank products, services and technology offered by the bank.
• Adapt quickly to changing technology.
• Increase consumer awareness of available technology through products and services.
• Educate clients on the use of technology and provide instruction/demonstration on how to properly use it for their benefit.
• Resolve client complaints, questions, or problems.
• Assist in all branch supervisory functions including branch settlement, teller balancing, and ATM settlement.
• Receive checks and cash for deposit, verify amount, and examine checks for endorsements.
• Cash checks and pay out money after verification of signatures and client balances.
• Enter clients’ transactions into the computer to record transactions and issue computer‑generated receipts.
• Place holds on accounts for uncollected funds.
• Respond to audit reviews and help complete branch monthly audit reports.
• Order branch cash and ATM cash for delivery.
• Place foreign currency orders for clients.
• Prepare domestic and foreign wire transfers for clients.
• Allow clients access to safe deposit boxes following specified procedures.
• Monitor and review financial institution’s security procedures and control access to vault.
• Assist in maintaining all dual‑control logs.
• Use supervisory authority in support of teller transactions.
• Ensure the security and safety of all employees.

• Represent the bank in community related activities.
• Attend educational programs and seminars related to banking.

Full‑time

• High school diploma or equivalent.
• Experience with electronic delivery channels such as Internet Banking, Mobile Banking/Mobile Deposit, eStatements, Bill Pay, etc. preferred.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Strong written and oral communication skills; ability to write reports, business correspondence, and procedure manuals.
• Ability to present information effectively and respond to questions from managers, clients, and the general public.
• Mathematical skills: add, subtract, multiply, and divide in all units of measure; use a calculator; understand interest rates and percentages.
• Reasoning ability: solve practical problems and deal with a variety of variables in situations where limited standardization exists; interpret instructions furnished in written, oral, diagram, or schedule form.

Requires regular sitting, talking, or hearing. Occasionally required to stand, walk, use hand, arm, and finger dexterity, or handle objects, tools, or controls. Able to lift or move up to 10 pounds. Requires close vision.

Occasional work near moving mechanical parts. Noise level usually moderate.

Competitive benefit package includes medical, dental, vision, flexible spending, dependent care, child care subsidy, retirement, life insurance, and various other benefits.

The pay range for this position is $22.90 to $26.62 per hour and is the lowest to highest hourly rate South Shore Bank sincerely believes it would pay for this role at the time of this posting. The Bank may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the posted range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue‑based metrics, and business or organizational needs and affordability.

South Shore Bank believes in diversity and inclusion and is an equal opportunity employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service, veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state, or local laws.

EOE/F/M/Vet/Disabled.