Better Banking Specialist
Nichols College, Dudley, MA, United States
and the job listing Expires on May 9, 2026
Full-Time Job Accounting, Data Analytics, Economics & Finance
Provides prompt and professional sales and service to new and existing customers.
ESSENTIAL FUNCTIONS
Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationships if applicable.
Adheres to established Westfield Bank customer service standards.
Provides information regarding bank products to all potential customers both retail and commercial.
Resolves customer problems as they arise.
Answers inquiries, accepts applications and closes consumer loans.
Assists customers with their Safe Deposit.
Obtains NMLS to take home equity loans or line applications and serve as a liaison between the customer and Loan Operations until loan closes.
Meets assigned sales goals through the sale of bank products and services to meet customers' banking needs.
Opens new accounts and performs account and person maintenance as needed.
Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
Must adhere to all bank and regulatory policies and procedures specific to position. Performs additional duties as requested.
POSITION QUALIFICATIONS
Customer Relations
Decision Making/Judgement
Job Knowledge
Quality
Results Focus
Education/Experience/Skills
High School Diploma or GED required.
Preferred Language(s): Russian / Lithuanian
Prior sales and customer service experience preferred.
Become Notary Public if required.
PHYSICAL DEMANDS Stand: F (Frequently)
Walk: F (Frequently)
Sit: F (Frequently)
Handling / Fingering: F (Frequently)
Reach Outward: F (Frequently)
Reach Above Shoulder: O (Occasionally)
Climb: O (Occasionally)
Crawl: O (Occasionally)
Squat or Kneel: O (Occasionally)
Bend: F (Frequently)
Lift/Carry
10 lbs or less: F (Frequently)
11-20 lbs: F (Frequently)
21-50 lbs: O (Occasionally)
51-100 lbs: N (Not Applicable)
Over 100 lbs: N (Not Applicable)
Push/Pull
12 lbs or less: O (Occasionally)
13-25 lbs: O (Occasionally)
26-40 lbs: O (Occasionally)
41-100 lbs: O (Occasionally)
N (Not Applicable)
Activity is not applicable to this occupation.
O (Occasionally)
Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day).
F (Frequently)
Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day).
C (Constantly)
Occupation requires this activity more than 66% of the time (5.5+ hrs/day).
Other Physical Requirements None
Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
#J-18808-Ljbffr
Full-Time Job Accounting, Data Analytics, Economics & Finance
Provides prompt and professional sales and service to new and existing customers.
ESSENTIAL FUNCTIONS
Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationships if applicable.
Adheres to established Westfield Bank customer service standards.
Provides information regarding bank products to all potential customers both retail and commercial.
Resolves customer problems as they arise.
Answers inquiries, accepts applications and closes consumer loans.
Assists customers with their Safe Deposit.
Obtains NMLS to take home equity loans or line applications and serve as a liaison between the customer and Loan Operations until loan closes.
Meets assigned sales goals through the sale of bank products and services to meet customers' banking needs.
Opens new accounts and performs account and person maintenance as needed.
Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
Must adhere to all bank and regulatory policies and procedures specific to position. Performs additional duties as requested.
POSITION QUALIFICATIONS
Customer Relations
Decision Making/Judgement
Job Knowledge
Quality
Results Focus
Education/Experience/Skills
High School Diploma or GED required.
Preferred Language(s): Russian / Lithuanian
Prior sales and customer service experience preferred.
Become Notary Public if required.
PHYSICAL DEMANDS Stand: F (Frequently)
Walk: F (Frequently)
Sit: F (Frequently)
Handling / Fingering: F (Frequently)
Reach Outward: F (Frequently)
Reach Above Shoulder: O (Occasionally)
Climb: O (Occasionally)
Crawl: O (Occasionally)
Squat or Kneel: O (Occasionally)
Bend: F (Frequently)
Lift/Carry
10 lbs or less: F (Frequently)
11-20 lbs: F (Frequently)
21-50 lbs: O (Occasionally)
51-100 lbs: N (Not Applicable)
Over 100 lbs: N (Not Applicable)
Push/Pull
12 lbs or less: O (Occasionally)
13-25 lbs: O (Occasionally)
26-40 lbs: O (Occasionally)
41-100 lbs: O (Occasionally)
N (Not Applicable)
Activity is not applicable to this occupation.
O (Occasionally)
Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day).
F (Frequently)
Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day).
C (Constantly)
Occupation requires this activity more than 66% of the time (5.5+ hrs/day).
Other Physical Requirements None
Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
#J-18808-Ljbffr