Better Banking Specialist
Westfield Bank · West Springfield, MA · 1 wk ago
Sales$20/hrFull-time
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.
- Affords assistance to customers with their Safe Deposit.
- Obtains NMLS to take home equity loans or line applications and serves as a liaison between the customer and Loan Operations until loan closes.
- Maintains 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.
Position Qualifications
- High School Diploma or GED Required.
- 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)
- Lift/Carry 11-20 lbs: F (Frequently)
- Lift/Carry 21-50 lbs: O (Occasionally)
- Lift/Carry 51-100 lbs: N (Not Applicable)
- Lift/Carry Over 100 lbs: N (Not Applicable)
- Push/Pull 12 lbs or less: O (Occasionally)
- Push/Pull 13-25 lbs: O (Occasionally)
- Push/Pull 26-40 lbs: O (Occasionally)
- Push/Pull 41-100 lbs: O (Occasionally)
- N (Not Applicable): N (Not Applicable)