Banking Specialist

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Regular Full-Time Stoneham, MA, US

30+ days ago Requisition

At Stoneham Bank, “More” isn’t just a promise to our customers — it’s how we show up for each other. We work as one team, grounded in trust and driven by service, always striving to deliver more value, more support, and more impact in our communities. Our history gives us strength, and our culture empowers us to keep moving forward — together.

Full-Time

The hourly pay range for this position is $21.66 - $27.07. This range reflects the Bank's good faith estimate for this role at the time of posting. The Bank may ultimately pay more or less than the posted range, and the range may be modified in the future. Actual compensation will be determined based on factors, such as but not limited to, relevant education, experience, and skills.

Summary:

Responsible for delivering exceptional service by assisting our customers and prospects by understanding their needs and offering solutions. Also perform on a day-to-day basis, a variety of transactions to existing and prospective customers. Maintains knowledge of banks products, services and digital technology. The Banking Specialist is flexible to work all hours that the branch is open and closing, including Saturday mornings at either branch.

Attends after hours branch training and All Hands meetings.

• Greeting customers with a smile, using their name, and thanking them for banking with Stoneham Bank.
• Processes variety of customer transactions, including but not limited to deposits, withdrawals, check cashing, issuing of bank checks, money orders, processing mortgage and loan payments, processing night deposit and ATM balancing transactions.
• Documents all work in detail to aid in future research.
• Adheres to the Bank’s Retail security, handling cash properly and adhering to audit procedures.
• Performing and determining customers’ needs by suggesting appropriate products and services by referring to the appropriate area: lending, cash management or Stoneham Financial Services.
• Is knowledgeable of and participates in sales and performance goals, tracks open and closed sales for Performance Incentive Plans (PIP). Meet or exceeds quarterly and yearly sales goals for products and services and referral targets as assigned by Branch Manager / Administrator.
• Attend staff meetings, sales meetings, training or other sessions as designated or recommended by members or management.
• Answers basic customer questions about their account(s); checks cleared, current balance, holds on accounts, etc.
• Assists and educates customers on utilizing digital branch channels (e.g., Online Banking, Mobile Banking, Video Banking, Voice Response, ATM, etc.).
• Perform other duties as assigned by Bank management. This may include acting as a fill-in for other retail positions when assigned, may be in other branch locations.
• Adhering to the Stoneham Bank Standards of Professionalism.
• Protect the Bank’s data and systems against unauthorized access and cyber threats by operating in accordance with the Bank’s Employee Acceptable Use of Technology Agreement.
• Keep informed about the Bank’s Compliance and CRA efforts by reading the applicable materials and making special efforts to identify customers’ needs in this area.
• Participates in Community Events such as volunteering for local schools, neighborhood associations, government, and/or nonprofit organizations which is part of Stoneham Bank’s Values, “SERVICE”.

Cash handling experience, preferably two years of work experience in a financial service environment, technology savvy with the ability to use and understand both windows and apple tablets. i.e. iPad, Mobile and Surface, knowledge of bank policies and procedures as well as state and federal rules and regulations. Cash handling skills, interpersonal & relationship skills, excellent customer service skills, consultative selling skills, and must be detailed and able to multi-task in a fast-working…