Banking Specialist

Better Banking Specialist (FT) East Main Street Westfield, MA $20 ? $29.86 Hourly

Position:
Better Banking Specialist

Department:
Retail

Job Status:
Full-Time

FLSA Status:
Non-Exempt

Grade: 7

Reports to:

Branch Manager

Amount of

Travel Required:

Some Travel Positions

Supervised:
None

Provides prompt and professional sales and service to new and existing customers.

Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationships if applicable. Adheres to established Westfield Bank customer service standards. Provides information regarding bank products to all potential customers both retail and commercial. Resolves customer problems as they arise. Answers inquiries, accepts applications and closes consumer loans. Assists customers with their Safe Deposit. Obtains NMLS to take home equity loans or line applications and serves as a liaison between the customer and Loan Operations until loan closes.

Meets assigned sales goals through the sale of bank products and services to meet customers’ banking needs. Opens new accounts and performs account and person maintenance as needed. Must complete BSA, AML, and other Regulatory and Continuing Education as assigned. Must adhere to all bank and regulatory policies and procedures specific to position. Performs additional duties as Requested.

• Competencies Customer Relations
• Decision Making/Judgement
• Job Knowledge
• Quality Results Focus

High School Diploma Or GED Required. Prior sales and customer service experience preferred. Become Notary Public if required.

• Stand: F (Frequently)
• Walk: F (Frequently)
• Sit: F (Frequently)
• Handling / Fingering: F (Frequently)
• Reach Outward: F (Frequently)
• Reach Above Shoulder: O (Occasionally)
• Climb: O (Occasionally)
• Crawl: O (Occasionally)
• Squat or Kneel: O (Occasionally)
• Bend: F (Frequently)
• Lift/Carry 10 lbs or less: F (Frequently)
• 11-20 lbs: F (Frequently)
• 21-50 lbs: O (Occasionally)
• 51-100 lbs: N (Not Applicable)
• Over 100 lbs: N (Not Applicable)
• Push/Pull 12 lbs or less: O (Occasionally)
• 13-25 lbs: O (Occasionally)
• 26-40 lbs: O (Occasionally)
• 41-100 lbs: O (Occasionally)
• Activity is not applicable to this occupation.
• Occupational Demands: up to 33% of the time (0‑2.5+ hrs/day) Frequently
• Occupational Demands: 33‑66% of the time (2.5‑5.5+ hrs/day) Constantly
• Occupational Demands:
  More than 66% of the time (5.5+ hrs/day) Other

Other

Physical Requirements:

None