Personal Banking Advisor

Full-time

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 sells all bank products.
• Fill out contract forms, determine charges or fees for service requested, collect deposits, prepare change of address records, and proper disclosure forms.
• Remain educated on all bank products, services and technology offered by the bank.
• Adapt quickly to the changing technology.
• Increase consumer awareness of the technology available to them through our products and services.
• Educate clients on the use of technology and provide instruction/demonstration on how to properly use the technology for their benefit.
• Solve client complaints, questions or problems.
• Assist in all branch supervisory functions including branch settlement, teller balancing, 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 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 as well as ATM cash orders 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 reviews 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.
• Supervisor authority appropriate to level assigned.

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

Not responsible for supervision of other employees.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High School Diploma or equivalent.
• Experience with electronic delivery channels including Internet Banking, Mobile Banking/Mobile Deposit, eStatements, Bill Pay, etc., is preferred.

The employee must be able to communicate effectively with internal and external stakeholders, including but not limited to, clients, prospects, employees, management, and external partners in person, by phone, virtually, and in writing; read, interpret, and prepare business, banking, regulatory, proposal, contract, and client documentation as applicable to the role; and apply business- and financial-related concepts, analysis, or calculations as appropriate to the role.

Work is primarily performed in a professional office environment and may include client locations, meetings, presentations, conferences, association events, and other business development settings. The role requires regular use of a computer, phone, virtual meeting tools, and standard office technology; the ability to review screens and documents; occasional travel within the market area; and occasional lifting or moving of materials up to 10 pounds.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, consistent with applicable law.

Join the Bank that shares success with others!

As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also…