Banking Advisor

Banking Advisor – Greenfield Savings Bank

Join the Greenfield Savings Bank team as a Banking Advisor, responsible for delivering superior customer service, facilitating transactions, and supporting branch operations.

Greenfield Banking Advisor 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.

• Provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone.
• Partner with other lines of business to make quality customer referrals.
• Contribute to building a positive team environment.
• Ensure compliance and understanding of the Bank's policies, procedures, and legal guidelines, both new and existing.
• Assume responsibility for self‑improvement through training courses (internal and external) as well as personal curiosity and inquisitiveness.
• Work with management to bring in new business through relationship‑based selling to achieve personal sales goals.
• Process routine transactions such as deposits, withdrawals, payments, and issuing official items behind the teller line as required by branch needs.
• Process all routine customer requests, including wires, fraud, debit cards, research, and new accounts (consumer and small business: checking, savings, certificates of deposit, and money markets).
• Meet individual sales and service goals.
• Advise customers on how our products and services can meet their financial needs.
• Take on additional responsibilities, as needed by the office, as assigned by management.

• Internal candidates:
  Must be a Teller II with Meets Expectations on the 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+ years of cash handling experience that involved customer service.
• Excellent interpersonal and communication skills (written and oral).

Entry level

Full‑time

Finance and Sales

Banking