Banking Specialist Stoneham, MA
At StonehamBank, we work as a team to achieve the fundamental principles of excellence, service, and trust. Our experience has led us to what we are today, a stable institution that has progressed into the future with its own identity. The hourly pay range for this position is $21.66 - $27.07 Summary: Responsible for delivering exceptional service by assisting our customers and prospects by understanding their needs and offering solutions. Also, performs on a day-to-day basis, a variety of transactions to existing and prospective customers. Maintains knowledge of banks products, services and digital technology. The Banking Specialist is flexible to work all hours that the branch is open and closing, including Saturday mornings at either branch. Attends after hours branch training and All Hands meetings. Key Responsibilities:
Greeting customers with a smile, using their name, and thanking them for banking with StonehamBank. Processes variety of customer transactions, including but not limited to deposits, withdrawals, check cashing, issuing of bank checks, money orders, processing mortgage and loan payments, processing night deposit and ATM balancing transactions. Documents all work in detail to aid in future research. Adheres to the Bank's Retail security, handling cash properly and adhering to audit procedures. Performing and determining customers' needs by suggesting appropriate products and services by referring to the appropriate area: lending, cash management or Stoneham Financial Services. Is knowledgeable of and participates in sales and performance goals, Tracks open and closed sales for Performance Incentive Plans (PIP). Meet or exceed quarterly and yearly sales goals for products and services and referral targets as assigned by Branch Manager / Administrator. Attend staff meetings, sales meetings, training or other sessions as designated or recommended by members or management. Answers basic customer questions about their account(s); checks cleared, current balance, holds on accounts, etc. Assists and educates customers on utilizing digital branch channels (e.g., Online Banking, Mobile Banking, Video Banking, Voice Response, ATM, etc.). Perform other duties as assigned by Bank management. This may include acting as a fill-in for other retail positions when assigned, may be in other branch locations. Adhering to the StonehamBank Standards of Professionalism. Protect the Bank's data and systems against unauthorized access and cyber threats by operating in accordance with the Bank's Employee Acceptable Use of Technology Agreement. Keep informed about the Bank's Compliance and CRA efforts by reading the applicable materials and making special efforts to identify customers' needs in this area. Participates in Community Events such as volunteering for local schools, neighborhood associations, government, and/or nonprofit organizations which is part of StonehamBank's Values, "SERVICE". Minimum Qualification (Education, Experience and Skills):
Cash handling experience, preferably two years of work experience in a financial service environment, technology savvy with the ability to use and understand both windows and apple tablets. i.e. iPad, Mobile and Surface, knowledge of bank policies and procedures as well as state and federal rules and regulations. Cash handling skills, interpersonal & relationship skills, excellent customer service skills, consultative selling skills, and must be detailed and able to multi-task in a fast-working environment. Experience with COCC preferred but not required. Working Conditions and/or Physical Requirements: Physical Demands (The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.): While performing the duties of this position, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms, and the ability to work at a PC for an extended period of time. The employee must occasionally lift and/or move up to 20 pounds. General Office/Bank Environment. We offer a competitive compensation package including the following: Medical Insurance with HRA Dental Insurance Vision Insurance 401K with matching contributions Performance Incentive Plan Flexible Spending Account Dependent Care Life, AD&D Insurance Free Parking Paid Vacation Personal, Sick, Holiday, Bereavement Wellness Programs including flu shots and Health Club membership reimbursement (through health insurance) Voluntary programs including supplemental Short/Long Term Disability and Cancer benefits Employee Assistance Program (legal, financial, and personal counselling) On-site and online training classes Employee Referral Incentive EOE/M/F/Disabled/Vet Member FDIC/Member DIF
At StonehamBank, we work as a team to achieve the fundamental principles of excellence, service, and trust. Our experience has led us to what we are today, a stable institution that has progressed into the future with its own identity. The hourly pay range for this position is $21.66 - $27.07 Summary: Responsible for delivering exceptional service by assisting our customers and prospects by understanding their needs and offering solutions. Also, performs on a day-to-day basis, a variety of transactions to existing and prospective customers. Maintains knowledge of banks products, services and digital technology. The Banking Specialist is flexible to work all hours that the branch is open and closing, including Saturday mornings at either branch. Attends after hours branch training and All Hands meetings. Key Responsibilities:
Greeting customers with a smile, using their name, and thanking them for banking with StonehamBank. Processes variety of customer transactions, including but not limited to deposits, withdrawals, check cashing, issuing of bank checks, money orders, processing mortgage and loan payments, processing night deposit and ATM balancing transactions. Documents all work in detail to aid in future research. Adheres to the Bank's Retail security, handling cash properly and adhering to audit procedures. Performing and determining customers' needs by suggesting appropriate products and services by referring to the appropriate area: lending, cash management or Stoneham Financial Services. Is knowledgeable of and participates in sales and performance goals, Tracks open and closed sales for Performance Incentive Plans (PIP). Meet or exceed quarterly and yearly sales goals for products and services and referral targets as assigned by Branch Manager / Administrator. Attend staff meetings, sales meetings, training or other sessions as designated or recommended by members or management. Answers basic customer questions about their account(s); checks cleared, current balance, holds on accounts, etc. Assists and educates customers on utilizing digital branch channels (e.g., Online Banking, Mobile Banking, Video Banking, Voice Response, ATM, etc.). Perform other duties as assigned by Bank management. This may include acting as a fill-in for other retail positions when assigned, may be in other branch locations. Adhering to the StonehamBank Standards of Professionalism. Protect the Bank's data and systems against unauthorized access and cyber threats by operating in accordance with the Bank's Employee Acceptable Use of Technology Agreement. Keep informed about the Bank's Compliance and CRA efforts by reading the applicable materials and making special efforts to identify customers' needs in this area. Participates in Community Events such as volunteering for local schools, neighborhood associations, government, and/or nonprofit organizations which is part of StonehamBank's Values, "SERVICE". Minimum Qualification (Education, Experience and Skills):
Cash handling experience, preferably two years of work experience in a financial service environment, technology savvy with the ability to use and understand both windows and apple tablets. i.e. iPad, Mobile and Surface, knowledge of bank policies and procedures as well as state and federal rules and regulations. Cash handling skills, interpersonal & relationship skills, excellent customer service skills, consultative selling skills, and must be detailed and able to multi-task in a fast-working environment. Experience with COCC preferred but not required. Working Conditions and/or Physical Requirements: Physical Demands (The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.): While performing the duties of this position, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms, and the ability to work at a PC for an extended period of time. The employee must occasionally lift and/or move up to 20 pounds. General Office/Bank Environment. We offer a competitive compensation package including the following: Medical Insurance with HRA Dental Insurance Vision Insurance 401K with matching contributions Performance Incentive Plan Flexible Spending Account Dependent Care Life, AD&D Insurance Free Parking Paid Vacation Personal, Sick, Holiday, Bereavement Wellness Programs including flu shots and Health Club membership reimbursement (through health insurance) Voluntary programs including supplemental Short/Long Term Disability and Cancer benefits Employee Assistance Program (legal, financial, and personal counselling) On-site and online training classes Employee Referral Incentive EOE/M/F/Disabled/Vet Member FDIC/Member DIF