Greenfield Savings Bank
Banking Advisor
Join to apply for the
Banking Advisor
role at
Greenfield Savings Bank .
Location: Shelburne, MA.
Pay: Based on related experience, expertise, market data, and internal equity; generally, new hires can expect pay between the minimum and midpoint of the range.
Responsibilities
Provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone.
Partner with other lines of business to make quality customer referrals.
Contribute to building a positive team environment.
Ensure compliance and understanding of the Bank’s policies, procedures, and legal guidelines, both new and existing.
Assume responsibility for self‑improvement through training courses (internal and external) as well as personal curiosity and inquisitiveness.
Work with management to bring in new business through relationship‑based selling to achieve personal sales goals.
Process routine transactions such as deposits, withdrawals, payments, and issuing official items behind the teller line as required by branch needs.
Process all routine customer requests, including wires, fraud, debit cards, research, and new accounts (consumer and small business: checking, savings, certificates of deposit, and money markets).
Meet individual sales and service goals.
Advise customers on how our products and services can meet their financial needs.
Take additional responsibility, as needed by the office, assigned by manager.
Desired Experience & Skills
Internal candidates must be a Teller 2 with Meets Expectations on previous performance review.
Minimum of 1+ year(s) experience in a sales environment with a solid track record (including cross‑selling).
Minimum of 1+ year(s) banking or financial services experience.
Minimum of 1+ year(s) cash‑handling position that involved customer service.
Excellent interpersonal and communication (written and oral) skills.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Industry
Banking
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Banking Advisor
role at
Greenfield Savings Bank .
Location: Shelburne, MA.
Pay: Based on related experience, expertise, market data, and internal equity; generally, new hires can expect pay between the minimum and midpoint of the range.
Responsibilities
Provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone.
Partner with other lines of business to make quality customer referrals.
Contribute to building a positive team environment.
Ensure compliance and understanding of the Bank’s policies, procedures, and legal guidelines, both new and existing.
Assume responsibility for self‑improvement through training courses (internal and external) as well as personal curiosity and inquisitiveness.
Work with management to bring in new business through relationship‑based selling to achieve personal sales goals.
Process routine transactions such as deposits, withdrawals, payments, and issuing official items behind the teller line as required by branch needs.
Process all routine customer requests, including wires, fraud, debit cards, research, and new accounts (consumer and small business: checking, savings, certificates of deposit, and money markets).
Meet individual sales and service goals.
Advise customers on how our products and services can meet their financial needs.
Take additional responsibility, as needed by the office, assigned by manager.
Desired Experience & Skills
Internal candidates must be a Teller 2 with Meets Expectations on previous performance review.
Minimum of 1+ year(s) experience in a sales environment with a solid track record (including cross‑selling).
Minimum of 1+ year(s) banking or financial services experience.
Minimum of 1+ year(s) cash‑handling position that involved customer service.
Excellent interpersonal and communication (written and oral) skills.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Industry
Banking
#J-18808-Ljbffr