Senior Banking Specialist Stoneham, MA
Full-Time The hourly pay range for this position is $24.11 - $30.32 Position Summary
Responsible for delivering exceptional service by assisting customers and prospects, understanding their needs, and offering appropriate solutions. Performs a variety of day-to-day transactions for existing and prospective customers. Maintains knowledge of the Bank's products, services, and digital technology. In addition, a Senior Banking Specialist has the authority to open and close the branch and sign cashier's checks. This role requires flexibility to work all hours that the branch is open, including Saturday mornings at either branch, and to attend after-hours branch training and All Hands meetings. Key Responsibilities
Greet customers with a smile, use their name, and thank them for banking with StonehamBank. Process a variety of customer transactions, including but not limited to deposits, withdrawals, check cashing, issuing bank checks and money orders, processing mortgage and loan payments, and processing night deposits and ATM balancing transactions. Document all work in detail to aid in future research. Adhere to the Bank's retail security, cash handling, and audit procedures. Act in a leadership role by assisting in training, coaching, and developing branch staff through teamwork. Determine customers' needs and suggest appropriate products or refer them to the appropriate area (lending, cash management, or Stoneham Financial Services). Participate in sales and performance goals; track open and closed sales for the Performance Incentive Plans (PIP). Meet or exceed quarterly and annual sales and referral goals as assigned by the Branch Manager/Administrator. Attend staff meetings, sales meetings, training sessions, or other sessions as designated or recommended by management. Open and process new customer accounts; offer solutions and opportunities to existing and prospective customers. Answer customer questions regarding their accounts, including checks cleared, balances, and account holds. Assist and educate customers on the use of digital banking channels (e.g., Online Banking, Mobile Banking, Video Banking, Voice Response, ATM). Assist customers with account issues such as closing accounts, balancing checkbooks, ordering checks, closing debit cards, address changes, and research requests. Respond to internal and external customer telephone or email inquiries by close of business, ensuring all customer needs are met professionally and efficiently. Conduct teleconsulting calls as assigned. Assist customers with submitting and closing personal loan applications. Assist with home equity loan closings. Initiate mortgage referrals to Mortgage Loan Officers. Initiate referrals to Stoneham Financial Services. Maintain a current Notary Public certification. Perform other duties as assigned by Bank management, including acting as a fill-in for other retail or Customer Contact Center positions, potentially at other branch locations. Adhere to StonehamBank's Standards of Professionalism. Protect the Bank's data and systems against unauthorized access and cyber threats in accordance with the Bank's Employee Acceptable Use of Technology Agreement. Stay informed about the Bank's Compliance and CRA efforts by reviewing applicable materials and making efforts to identify customers' needs in these areas. Participate in community events such as volunteering for local schools, neighborhood associations, government, and nonprofit organizations, which is part of StonehamBank's value of SERVICE. Participate in Board Meetings from time to time. Minimum Qualifications (Education, Experience, and Skills)
Associate degree or five years of work experience in a financial services environment. Must be able to make sound decisions; be technologically savvy and able to use and understand both Windows and Apple devices (i.e., iPad, Mobile, Surface). Requires knowledge of bank policies and procedures, as well as state and federal rules and regulations. Must possess cash-handling skills, strong interpersonal and relationship-building skills, excellent customer service skills, consultative selling skills, and the ability to be detail-oriented and multitask in a fast-paced environment. Experience with the COCC system is preferred but not required. Working Conditions and Physical Requirements
Physical Demands: The physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made for individuals with disabilities. While performing the duties of this position, the employee is regularly required to sit and talk or hear. The employee frequently uses hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms, and must be able to work at a PC for extended periods of time. The employee must occasionally lift and/or move up to 20 pounds. General Office/Bank Environment. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this position. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required. Employees may be required to perform duties outside their normal responsibilities as needed. StonehamBank may modify this position description at its discretion at any time. 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
Full-Time The hourly pay range for this position is $24.11 - $30.32 Position Summary
Responsible for delivering exceptional service by assisting customers and prospects, understanding their needs, and offering appropriate solutions. Performs a variety of day-to-day transactions for existing and prospective customers. Maintains knowledge of the Bank's products, services, and digital technology. In addition, a Senior Banking Specialist has the authority to open and close the branch and sign cashier's checks. This role requires flexibility to work all hours that the branch is open, including Saturday mornings at either branch, and to attend after-hours branch training and All Hands meetings. Key Responsibilities
Greet customers with a smile, use their name, and thank them for banking with StonehamBank. Process a variety of customer transactions, including but not limited to deposits, withdrawals, check cashing, issuing bank checks and money orders, processing mortgage and loan payments, and processing night deposits and ATM balancing transactions. Document all work in detail to aid in future research. Adhere to the Bank's retail security, cash handling, and audit procedures. Act in a leadership role by assisting in training, coaching, and developing branch staff through teamwork. Determine customers' needs and suggest appropriate products or refer them to the appropriate area (lending, cash management, or Stoneham Financial Services). Participate in sales and performance goals; track open and closed sales for the Performance Incentive Plans (PIP). Meet or exceed quarterly and annual sales and referral goals as assigned by the Branch Manager/Administrator. Attend staff meetings, sales meetings, training sessions, or other sessions as designated or recommended by management. Open and process new customer accounts; offer solutions and opportunities to existing and prospective customers. Answer customer questions regarding their accounts, including checks cleared, balances, and account holds. Assist and educate customers on the use of digital banking channels (e.g., Online Banking, Mobile Banking, Video Banking, Voice Response, ATM). Assist customers with account issues such as closing accounts, balancing checkbooks, ordering checks, closing debit cards, address changes, and research requests. Respond to internal and external customer telephone or email inquiries by close of business, ensuring all customer needs are met professionally and efficiently. Conduct teleconsulting calls as assigned. Assist customers with submitting and closing personal loan applications. Assist with home equity loan closings. Initiate mortgage referrals to Mortgage Loan Officers. Initiate referrals to Stoneham Financial Services. Maintain a current Notary Public certification. Perform other duties as assigned by Bank management, including acting as a fill-in for other retail or Customer Contact Center positions, potentially at other branch locations. Adhere to StonehamBank's Standards of Professionalism. Protect the Bank's data and systems against unauthorized access and cyber threats in accordance with the Bank's Employee Acceptable Use of Technology Agreement. Stay informed about the Bank's Compliance and CRA efforts by reviewing applicable materials and making efforts to identify customers' needs in these areas. Participate in community events such as volunteering for local schools, neighborhood associations, government, and nonprofit organizations, which is part of StonehamBank's value of SERVICE. Participate in Board Meetings from time to time. Minimum Qualifications (Education, Experience, and Skills)
Associate degree or five years of work experience in a financial services environment. Must be able to make sound decisions; be technologically savvy and able to use and understand both Windows and Apple devices (i.e., iPad, Mobile, Surface). Requires knowledge of bank policies and procedures, as well as state and federal rules and regulations. Must possess cash-handling skills, strong interpersonal and relationship-building skills, excellent customer service skills, consultative selling skills, and the ability to be detail-oriented and multitask in a fast-paced environment. Experience with the COCC system is preferred but not required. Working Conditions and Physical Requirements
Physical Demands: The physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made for individuals with disabilities. While performing the duties of this position, the employee is regularly required to sit and talk or hear. The employee frequently uses hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms, and must be able to work at a PC for extended periods of time. The employee must occasionally lift and/or move up to 20 pounds. General Office/Bank Environment. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this position. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required. Employees may be required to perform duties outside their normal responsibilities as needed. StonehamBank may modify this position description at its discretion at any time. 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