Talent.com
Banking Center Specialist

Banking Center Specialist

Country Bank for SavingsWorcester, MA, US
28 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Being a Country Bank team member has a lot of perks! Our competitive total compensation package and comprehensive benefit package include :

  • Medical, dental and vision insurance, a 401(k) Plan with a generous employer contribution plus match;
  • Income protection benefits;
  • Educational assistance and tuition reimbursement benefits;
  • Generous total paid time off, and more

Country Bank is a growing mutual community bank with locations in Hampden, Hampshire and Worcester counties. We are Made to Make a Difference in the lives of our customers, our communities, and for our team members every day since 1850. It is our people that drive our success and create our inclusive and engaging culture. We’re excited to meet you to discuss our career opportunities and how you can make a difference as a part of our growing Retail Banking team!

About the Job :

Under the supervision of the Retail Banking Officer, the Banking Center Specialist plays an integral role in ensuring that an exceptional customer experience is achieved end-to-end in each banking interaction. Banking Center Specialists build and expand relationships by providing tailored service to each customer through active listening and engagement to understand their financial needs and goals. This role is also responsible for accurately operating a cashbox, cash recycler and vaults, along with opening new accounts, accepting loan applications and managing various account maintenance and servicing requests and troubleshooting.

The hiring range for this position is : $22.00 - $29.00 hourly.

Status : Full Time, 38 hours per week

Duties and Responsibilities :

  • Identifies and pursues opportunities to build and deepen customer relationships by actively listening and engaging the customer to understand their current and future financial needs and priorities. Offers Country Bank solutions and educates customers on products, promotions and digital services to assist the customer in reaching their financial goals. Meets all defined growth and sales goals, as well as achieves at least acceptable average satisfaction ratings on all customer surveys.
  • In each customer interaction, takes ownership of the customer’s request and manages the customer experience from end-to-end to ensure outstanding customer satisfaction. Appropriately involves referral partners in working together to meet the customer’s request, and uses sound judgement to resolve or escalate customer issues. Responsible for identifying appropriate follow-up timelines and mediums based on customer preferences, and following through to make sure the customer is kept updated.
  • Opens various types of new accounts, including consumer, business, and retirement. Ensures proper identification is collected for various entity types and prepares and collects appropriate applications and agreements. Provides customers with instructions and education on self-service set-up products.
  • Manages all levels of account servicing requests such as processing address changes, issuing new ATM / Debit cards, enrolling and troubleshooting for online banking, and assisting customers with ATM / Debit fraud resolution.
  • Processes financial transactions for customers including deposits, withdrawals, loan payments, cashing checks, issuing cashier’s checks, entering wire transfers and ordering foreign currency. May provide certain transaction exceptions, within policy or procedural guidelines. Performs transactions and balances a cash box, cash recycler, and vault daily while maintaining an excellent balancing record in compliance with the Bank’s established Banker Performance Criteria.
  • Originates and closes home equity lines of credit and consumer loans.
  • Follows Bank procedures to independently open and close Banking Centers daily.
  • Models and promotes the Country Bank Experience for all staff. Participates in and facilitates role-play and skill building exercises, both independently and with the Banking Center team, to increase comfortability and improve technique in engaging the customer and identifying potential roadblocks to an outstanding customer experience.
  • Maintains knowledge of and compliance with applicable federal, state and local laws and regulations governing the activities of the Bank.
  • Participates in Bank promotions and community events to increase outreach and foster new business opportunities.
  • Responsible for building long-lasting relationships with customers both internal and external, community and colleagues through the embodiment of our Core Values : Integrity, Service, Teamwork, Excellence and Prosperity.
  • Knowledge and Skills :

  • Work independently and as part of a team
  • Strong in customer service and sales
  • Strong verbal and written communication skills
  • Ability to make effective presentations in a group setting
  • Basic knowledge of Microsoft Office suite, including Excel, Outlook, PowerPoint, and Word
  • Bilingual in Spanish preferred
  • Education and Work Experience : A High School diploma or equivalent is required, along with a minimum of one year of customer service or sales experience. Work experience in the banking and / or finance industry is preferred, as well as experience with cash handling. Must acquire and maintain a Notary Public license and active registration with the Nationwide Mortgage Licensing System

    Working Conditions / Physical Requirements : This position is in an office environment, which means the physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards, with a moderate level of noise. Prolonged periods of sitting and looking at a computer screen with freedom of movement on a regular basis is expected. Minimal physical effort is required but could include : repetitive motion of wrists and fingers; talking and hearing; and handling of light materials and supplies. This position may require some travel between offices.

    Country Bank is an Equal Opportunity Employer. Diverse applicants encouraged to apply.

    Create a job alert for this search

    Banking Specialist • Worcester, MA, US

    Related jobs
    • Promoted
    Contact Center Specialist I

    Contact Center Specialist I

    BankTalent HQWestborough, MA, United States
    Full-time
    This is a Hybrid position located in Westborough, MA.The Bank requires to be on-site for training and onboarding.Following successful completion, discussion will be held regarding transition to hyb...Show moreLast updated: 30+ days ago
    • Promoted
    Call Center Banker (Specialist)

    Call Center Banker (Specialist)

    Powelson ConsultingLincoln, RI, US
    Full-time
    Advanced Client Solutions Specialist.This role is responsible for connecting clients with the breadth of solutions that the company offers to help achieve their financial goals in a virtual environ...Show moreLast updated: 30+ days ago
    • Promoted
    Banking Center Senior Relationship Banker

    Banking Center Senior Relationship Banker

    Webster BankPawtucket, RI, US
    Full-time
    Webster Banking Center Manager.If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to hel...Show moreLast updated: 15 days ago
    • Promoted
    • New!
    Assistant Banking Center Manager

    Assistant Banking Center Manager

    Fidelity Cooperative BankFitchburg, MA, US
    Full-time
    Our Assistant Managers provide the highest level of customer service in a positive, courteous, and enthusiastic manner to all colleagues, clients, and the community. The Assistant Banking Center Man...Show moreLast updated: 15 hours ago
    • Promoted
    Financial Center Manager - 880 Main St Financial Center

    Financial Center Manager - 880 Main St Financial Center

    Bank of AmericaWaltham, MA, US
    Full-time
    Job Opportunity At Bank Of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ...Show moreLast updated: 30+ days ago
    • Promoted
    Contact Center Associate

    Contact Center Associate

    VirtualVocationsLowell, Massachusetts, United States
    Full-time
    A company is looking for a Contact Center Associate to provide exceptional service and support to its members.Key Responsibilities Deliver exceptional service by ensuring members feel heard and v...Show moreLast updated: 30+ days ago
    • Promoted
    Call Center Representative

    Call Center Representative

    BankTalent HQWhitinsville, MA, United States
    Full-time
    We have a Unique opportunity to join our Call Center team in a full-time role as a.We are group of talented, professional individuals passionate about supporting our customers and co-workers.We're ...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Care Center Specialist II

    Customer Care Center Specialist II

    Needham BankNeedham, MA, United States
    Full-time +1
    Customer Care Center Specialist II .This position provides customer service and banking solutions, education and information and issue resolution to our Needham Bank customers and communities vi...Show moreLast updated: 30+ days ago
    • Promoted
    Client Onboarding Specialist

    Client Onboarding Specialist

    VirtualVocationsWorcester, Massachusetts, United States
    Full-time
    A company is looking for a Client Onboarding Specialist to enhance the onboarding experience for clients.Key Responsibilities Implement and manage a dynamic client onboarding program and training...Show moreLast updated: 30+ days ago
    • Promoted
    Payment Systems Specialist

    Payment Systems Specialist

    BankTalent HQWestborough, MA, United States
    Full-time
    The Payment Systems Specialist supports several of the Bank's critical functions and is required to work in a fast-paced environment processing high-risk transactions at a high volume and dollar am...Show moreLast updated: 30+ days ago
    • Promoted
    Contact Center Specialist I

    Contact Center Specialist I

    Middlesex Savings BankWestborough, MA, US
    Full-time
    Overview The Contact Center Specialist I is a key role focused on providing exceptional service through various communication channels, including phone and email. The specialist is expected to be hi...Show moreLast updated: 9 days ago
    • Promoted
    Banking Center Manager

    Banking Center Manager

    Fidelity BankLeominster, MA, US
    Full-time
    Our Banking Center Managers play a critical role in ensuring that our LifeDesign philosophy is evident in every element of banking center operations. A successful Banking Center Manager will underst...Show moreLast updated: 8 days ago
    • Promoted
    Assistant Banking Center Manager

    Assistant Banking Center Manager

    Fidelity BankFitchburg, MA, US
    Full-time
    Assistant Banking Center Manager.Our Assistant Managers provide the highest level of customer service in a positive, courteous, and enthusiastic manner to all colleagues, clients, and the community...Show moreLast updated: 9 days ago
    • Promoted
    Financial Center Assistant Manager - Lexington Financial Center

    Financial Center Assistant Manager - Lexington Financial Center

    Bank of AmericaLexington, MA, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Center Manager - Cochituate Financial Center

    Financial Center Manager - Cochituate Financial Center

    Bank of AmericaWayland, MA, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...Show moreLast updated: 24 days ago
    • Promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitRINDGE, New Hampshire, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 6 days ago
    • Promoted
    Customer Care Center Specialist II

    Customer Care Center Specialist II

    Robert HalfNeedham, MA, US
    Temporary
    We are looking for an experienced Customer Care Center Specialist to join our team in Needham, Massachusetts for a long term contract opportunity. This is an fully in-person opportunity starting in ...Show moreLast updated: 9 days ago
    • Promoted
    Business Solutions Advisor - Mineral Springs Financial Center

    Business Solutions Advisor - Mineral Springs Financial Center

    Bank of AmericaNorth Providence, RI, US
    Full-time
    Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible G...Show moreLast updated: 10 days ago