What are the responsibilities and job description for the Banking Advisor position at Greenfield Savings Bank?
Position Title: Banking Advisor
Reports to: Branch Manager
Approved by: VP, Retail Distribution Network
General Statement of Duties:
The Banking Advisor (BA) will perform platform duties as required to ensure smooth branch operations. The BA is expected to provide single point-of-contact service whenever possible giving the customer an unparalleled experience. Depending on the branch size, the BA may have supervisory responsibilities.
Essential Job Responsibilities
- Required to provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone
- Will partner with other lines of business in making quality customer referrals
- Contributes to building a positive team environment
- Responsible for compliance and understanding of the Bank’s policies, procedures, and legal guidelines, both new and existing.
- Assumes responsibility for self-improvement through training courses (internal and external) as well as personal curiosity and inquisitiveness
- Required to work with management to bring in new business through relationship-based selling which will help achieve personal sales goals
- Process routine transactions as requested by customers such as deposits, withdrawals, payments and issuing official items behind the teller line as required by branch needs
- Process all routine customer requests including but not limited to wires, fraud, debit cards, research, and new accounts (consumer and small business: checking, savings, certificates of deposit, and money markets)
- Will be responsible for meeting individual sales and service goals
- Advises customers on how our products and services can meet their financial needs
- Additional responsibility, as needed by office, will be assigned by manager
Desired Experience & Skills
- Internal candidates: Must be a Teller 2 with “Meets Expectations” on 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 year(s) experience in cash handling position that involved customer service
- Great interpersonal and communication (written and oral) skills
- Ability to perform simple math such as interest calculations, percentages, multiplication and division
- High School Diploma or equivalent. B.S. or Associates in Business or related field desired